BLUI

Bluemonte$25.71-0.10 (-0.39%)
AUM $100.9MER 0.25%NAV $25.76Holdings

Price Chart

Key Statistics

Previous Close

$25.81

Day Range

$25.68$25.71

52-Week Range

$25.04$26.05

Avg Volume

19.8K

Dividend Yield

3.45%

Expense Ratio

0.25%

AUM

$100.9M

Shares Outstanding

3.8M

ETF Grades

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Sector Breakdown

SectorWeight %
Real Estate49.61%
Energy48.29%
Utilities1.56%
Consumer Cyclical0.27%
Technology0.27%

Fund Information

Issuer
Bluemonte
Category
Real Estate
Inception Date
Jun 22, 2025
Exchange
NYSE_ARCA
Description
The fund is an actively managed exchange-traded fund (“ETF”) that invests, under normal circumstances, at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in income generating investments. This includes fund investments in shares of ETFs (“underlying funds”) that generate income. The fund is non-diversified.

Similar ETFs

SymbolNameAUM
IAUiShares Gold Trust$72.97B
VNQVanguard Real Estate ETF$64.60B
SCHHSchwab U.S. REIT ETF$9.80B
XLREState Street Real Estate Select Sector SPDR ETF$7.84B
IAUMiShares Gold Trust Micro$7.36B

The Bluemonte Diversified Income ETF (BLUI) is an exchange-traded fund issued by Bluemonte that launched on Jun 22, 2025. It currently manages $100.9M in assets under management. The fund charges an expense ratio of 0.25%. It falls under the Real Estate category.

Top 10 holdings represent 0.0% of the fund

Holdings data not yet available for this ETF.

Holdings are updated periodically and may not be available for all funds.

Detailed Returns

PeriodReturnETF
1D
-0.39%
1W
-0.70%
1M
+1.69%
3M
+0.55%
6M
+1.35%
YTD
+1.50%
1Y
+2.59%
3Y
+2.59%
5Y
+2.59%

Moving Averages

20-Day MA

$25.69

Above 20-Day MA
50-Day MA

$25.73

Below 50-Day MA
200-Day MA

$25.50

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$26.05

Current Price

$25.71

52-Week Low

$25.04

$25.04$26.05

Current Yield

3.45%

Annual Dividend

$0.4848

Frequency

12x/year

Last Ex-Date

Feb 25, 2026

Dividend History

Ex-DateAmountPay Date
Feb 25, 2026$0.1441Feb 27, 2026
Jan 28, 2026$0.0098Jan 30, 2026
Dec 30, 2025$0.1866Dec 31, 2025
Nov 25, 2025$0.1444Nov 26, 2025
Oct 30, 2025$0.1060Oct 31, 2025
Sep 29, 2025$0.0791Sep 30, 2025
Aug 28, 2025$0.1356Aug 29, 2025
Jul 30, 2025$0.0846Jul 31, 2025

Dividend Payments Over Time

Category Comparison

MetricBLUIReal Estate(117 ETFs)Active(633 ETFs)
Fund Info
Expense Ratio0.25%0.57%0.80%
AUM$100.9M$1.99B$325.7M
Dividend Yield3.45%4.93%6.78%
Avg Volume19.8K530.9K143.8K
Holdings8283
Performance
1-Month Return+1.70%+7.81%+5.09%
6-Month Return+0.90%+4.04%-0.73%
YTD Return+2.13%+6.68%+2.42%
1-Year Return+14.31%+11.86%

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