Income582 funds · $1.02T
Cheapest · 20 of 582Lowest fee
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BLUISCHDVOO
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BLUI is #410 of 582 by lowest feeShow all 582

SCHD vs BLUI

YTD
SCHDSchwabBLUIBluemonte
Year to date
SCHD wins+28.2 pts
Past year
SCHD wins+32.9 pts
Fee
SCHD winslower fee
Yield
BLUI wins+2.2 pts
AUM
SCHD981.5× more
3–1SCHD wins
SCHD and BLUI · year-to-date · as of Nov 6, 2026 · AUM not scored
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BLUI vs S&P 500

YTD$25.09 · −0.1% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
0%+10%+3.2%S&P 500 +8.7%Dec 31, 2025Nov 6, 2026
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return−0.1%+1.6%−1.0%+3.2%+4.2%——+6.6%
Peer average−0.1%−0.8%−2.9%+8.4%+11.3%+57.1%+48.7%—
S&P 500 · VOO+0.3%−5.0%−4.6%+8.7%+9.8%+80.8%+71.8%+793.2%
Bluemonte BLUI and Vanguard VOO · total return, dividends in · as of Nov 6, 2026
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BLUI’s Peers

YTDDividend Stocks · 6 largest
#Trend
1SCHDSchwab U.S. Dividend Equity ETFReadVersus0.06%3.0%−0.7%+31.4%+37.0%$120B
2VIGVanguard Dividend Appreciation ETFReadVersus0.04%1.5%−0.4%+12.1%+14.3%$109B
3VYMVanguard High Dividend Yield ETFReadVersus0.04%2.3%−0.5%+12.8%+16.5%$78.9B
4DGROiShares Core Dividend Growth ETFReadVersus0.08%1.9%−0.6%+16.6%+20.3%$44.9B
5CGDVCapital Group Dividend Value ETFReadVersus0.33%1.3%−0.1%+9.6%+12.9%$39.5B
6BLUIBluemonte Diversified Income ETFThis fund0.80%5.2%−0.1%+3.2%+4.2%$123M
#224 of 324 this year · #306 cheapest of 402 · sorted by assetsOpen the Income table →
BLUI and its peer group · total return · as of Nov 7, 2026
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Cards for This View

BLUI’s Top 10 Holdings

Today
99.2%of BLUI sits in these 7
1MFSBMfs Active Core Plus Bond19.68%
2JNKState Street Spdr Bloombe19.57%
3BONDPimco Active Bon19.55%
4CSREC&S RL ESA ETF11.14%
5FTSLFt-Senior Loan9.96%
6CSPFC&S Pref Ia Etf9.77%
7MLPAGlobal X Mlp Etf9.50%
Bluemonte BLUI · weight in the fund · as of Nov 6, 2026
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SCHD vs BLUI

YTD
SCHDSchwabBLUIBluemonte
Year to date
SCHD wins+28.2 pts
Past year
SCHD wins+32.9 pts
Fee
SCHD winslower fee
Yield
BLUI wins+2.2 pts
AUM
SCHD981.5× more
3–1SCHD wins
SCHD and BLUI · year-to-date · as of Nov 6, 2026 · AUM not scored
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BLUI vs Peer Average

YTD
BLUIAvsBPeer average
1D−0.1%−0.1%
1M+1.6%−0.8%
3M−1.0%−2.9%
YTD+3.2%+8.4%
1Y+4.2%+11.3%
3Y[…]+57.1%
5Y[…]+48.7%
2–3Peer average wins
401 Dividend stocks peers · each row scaled to its leader
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