BLUX

Bluemonte$30.25-0.00 (-0.00%)
AUM $480.4MER 0.25%NAV $29.59Holdings

Price Chart

Key Statistics

Previous Close

$30.25

Day Range

$30.25$30.34

52-Week Range

$25.27$30.25

Avg Volume

109.5K

Dividend Yield

0.72%

Expense Ratio

0.25%

AUM

$480.4M

Shares Outstanding

13.8M

ETF Grades

?

Sector Breakdown

SectorWeight %
Technology22.90%
Financial Services14.93%
Healthcare12.42%
Industrials12.08%
Consumer Cyclical10.39%
Communication Services6.25%
Energy5.28%
Real Estate4.99%
Consumer Defensive4.22%
Basic Materials3.61%
Utilities2.92%
Cash & Others0.01%

Country Allocation

CountryWeight %
United States99.81%
Other0.19%

Fund Information

Issuer
Bluemonte
Category
Technology
Inception Date
Jun 22, 2025
Exchange
NYSE_ARCA
Description
BLUX seeks growth of capital through investments in shares of unaffiliated ETFs. It provides exposure to the domestic equity market by actively managing a portfolio of funds primarily invested in US companies. To back its total market claim, the fund-of-funds is diversified by market-cap, allowing exposure to small-, mid-, and large-caps. There are no limitations on investment styles or other factor tilts such as growth, value, and quality. In selecting constituents, the fund utilizes a combination of top-down and bottom-up investment approach to identify securities believed to be reasonable representatives, priced fairly, and reflects relative performance in comparison to similar ETFs. Note, however, that due to the funds active management, final investment decisions are at the discretion of the adviser, which may or may not include exposure to international securities.

Similar ETFs

SymbolNameAUM
VTIVanguard Total Stock Market ETF$2.00T
VOOVanguard S&P 500 ETF$1.40T
IVViShares Core S&P 500 ETF$789.70B
SPYState Street SPDR S&P 500 ETF Trust$723.48B
QQQInvesco QQQ Trust, Series 1$426.66B

The Bluemonte Dynamic Total Market ETF (BLUX) is an exchange-traded fund issued by Bluemonte that launched on Jun 22, 2025. It currently manages $480.4M in assets under management. The fund charges an expense ratio of 0.25%. It falls under the Technology 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
-0.00%
1W
+0.06%
1M
+13.12%
3M
+3.38%
6M
+8.07%
YTD
+7.23%
1Y
+19.71%
3Y
+19.71%
5Y
+19.71%

Moving Averages

20-Day MA

$28.89

Above 20-Day MA
50-Day MA

$28.62

Above 50-Day MA
200-Day MA

$27.94

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$30.25

Current Price

$30.25

52-Week Low

$25.27

$25.27$30.25

Current Yield

0.72%

Annual Dividend

$0.2036

Frequency

4x/year

Last Ex-Date

Dec 30, 2025

Dividend History

Ex-DateAmountPay Date
Dec 30, 2025$0.0867Dec 31, 2025
Sep 29, 2025$0.1170Sep 30, 2025

Dividend Payments Over Time

Category Comparison

MetricBLUXTechnology(1414 ETFs)Total Market(27 ETFs)
Fund Info
Expense Ratio0.25%0.67%0.31%
AUM$480.4M$6.79B$84.08B
Dividend Yield0.72%2.97%2.56%
Avg Volume109.5K575.4K1.7M
Holdings200588
Performance
1-Month Return+8.66%+9.17%+7.36%
6-Month Return+10.04%+7.10%+7.68%
YTD Return+7.84%+7.03%+5.88%
1-Year Return+40.63%+30.12%

Compare with Another ETF

Search for an ETF to compare with BLUX:

FREE DOWNLOAD

The Beginner's Guide to ETFs

20 pages. Zero fluff. Everything you need to start investing in ETFs.

No spam. Unsubscribe anytime.