BLUI vs VOO
BLUI vs VOO
Bluemonte Diversified Income ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BLUI | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.03% | |
| AUM | - | $979.0B | |
| Dividend Yield | - | 1.09% | |
| Holdings | 7 | 509 | |
| YTD Return | +4.33% | +13.80% | |
| 1Y Return | +7.16% | +23.71% | |
| 3Y Return (annualized) | - | +21.50% | |
| 5Y Return (annualized) | - | +13.44% | |
| Volatility (annualized) | 2.6% | 14.1% | |
| Max Drawdown | -2.4% | -34.3% | |
| Fund Family | Bluemonte Investment Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jun 20, 2025 | Sep 7, 2010 |
BLUI vs VOO Performance
Bluemonte Diversified Income ETF (BLUI) is a ETF from Bluemonte Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BLUI returned +7.16% while VOO returned +23.71%. Year to date, BLUI is up 4.33% versus a gain of 13.80% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 2.6% for BLUI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -2.4% for BLUI and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.31. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BLUI charges 0.75% per year while VOO charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period.
Holdings Overlap
BLUI and VOO share 0 holdings out of 511 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BLUI or VOO?
BLUI has an expense ratio of 0.75% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
Which performed better, BLUI or VOO?
Over the past year BLUI returned +7.16% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), BLUI annualized +7.43% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, BLUI or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 2.6% for BLUI. Worst drawdown: BLUI -2.4% vs VOO -34.3%.
Should I hold both BLUI and VOO?
BLUI and VOO have a monthly-return correlation of 0.31, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BLUI and VOO?
BLUI and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 511 unique securities.
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