Bluemonte ETFs: record by period

Record

9 funds with a full year

Bluemonte’s 1-Year Record

7 of 9 Made Money2 lostBluemonte typical +5.6% · All ETFs +6.9%

Made money · 7

More than 30%0

20–30%0

10–20%3BestBVAL+19.2%

5–10%2

0–5%2

Lost money · 2

0–5%2WorstBLTD−3.2%

5–10%0

More than 10%0

Bluemonte ETFs · past-year returns · 9 funds with a full year · as of Nov 4, 2026

Bluemonte’s Returns by Bucket

BucketYTD1YMoney made

US stocks4 funds · $1.6B+11.8%+12.4%$173M

International1 fund · $441M+11.7%+14.0%$54.3M

Income1 fund · $122M+3.1%+4.0%$4.7M

Bonds & cash3 funds · $838M−0.9%−0.7%−$5.8M

Bluemonte ETFs by bucket · asset-weighted returns · money made is an estimate: AUM × return · Nov 4, 2026

Bluemonte’s Best ETFs

YTD

+16.5%BVAL, Large Cap Value, led Bluemonte

1BVALLarge Cap Value+16.5%

2BLUXDynamic Total Market+13.2%

3BINTGlobal Equity+11.7%

4BLUCLarge Cap Core+9.3%

5BLGRLarge Cap Growth+7.2%

6BLUIDiversified Income+3.1%

7BLSTShort Term Bond+0.2%

Bluemonte ETFs · year-to-date returns · as of Nov 4, 2026

Bluemonte’s Worst ETFs

YTD

−2.4%BLTD, Long Term Bond

1BLTDLong Term Bond−2.4%

2BDBTCore Bond−0.8%

Bluemonte ETFs · year-to-date returns · as of Nov 4, 2026

Bluemonte’s ETF Returns

YTD

7–2up · down this year
of 9 funds that traded Jan 1

Funds per 5-point band of YTD return (%).

Typical+7.2%

BestBVAL +16.5%

WorstBLTD −2.4%

Bluemonte ETFs · year-to-date returns · as of Nov 4, 2026

Top 9 Bluemonte ETFs

BVAL+19.2%

BLUX+14.2%

BINT+14.0%

BLUC+8.8%

BLGR+5.6%

BLUI+4.0%

BLST+0.9%

BDBT−0.4%

BLTD−3.2%

Best first · dashed line = Bluemonte typical +5.6%

Bluemonte ETFs · past-year returns · as of Nov 4, 2026

Bluemonte’s Money Made

$226Mmade by the 9 largest · 100% of $226M

Bluemonte ETFs · past-year money made · as of Nov 4, 2026 · estimate: AUM × return

Bluemonte’s Best and Worst ETFs

Best 5 of 9

BVALLarge Cap Value+19.2%

BLUXDynamic Total Market+14.2%

BINTGlobal Equity+14.0%

BLUCLarge Cap Core+8.8%

BLGRLarge Cap Growth+5.6%

Worst 4 of 9

BLTDLong Term Bond−3.2%

BDBTCore Bond−0.4%

BLSTShort Term Bond+0.9%

BLUIDiversified Income+4.0%

End-of-day Nov 4, 2026 · funds with a full year

Bluemonte’s Record by Bucket

US stocks4 of 4

Bonds & cash1 of 3

International1 of 1

Income1 of 1

Bluemonte ETFs · past-year returns · as of Nov 4, 2026

Money Made by ETF Issuers

$1.47Tmade by all US ETFs · an estimate

#IssuerMade

1Vanguard$435B

2iShares$381B

3SPDR$208B

4Invesco$95.7B

5Schwab$83.8B

End-of-day Nov 4, 2026

Bluemonte’s Losing ETFs

2funds lost money2 bond funds

FundCategoryPast year1Y ▲Assets

BLTDLong Term BondBonds & cash−3.2%$168M

BDBTCore BondBonds & cash−0.4%$497M

Bluemonte ETFs · past-year returns · as of Nov 4, 2026 · worst first

Bluemonte’s Newest ETFs

0funds not in the record yet

A fund joins Win % and typical return once it has a full year of prices.

Bluemonte ETFs · launched in the past year · as of Nov 4, 2026

BBluemonte

Record

Bluemonte