BLST vs VOO
BLST vs VOO
Bluemonte Short Term Bond 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 | BLST | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.23% | 0.03% | |
| AUM | - | $979.0B | |
| Dividend Yield | - | 1.09% | |
| Holdings | 4 | 509 | |
| YTD Return | +0.49% | +13.80% | |
| 1Y Return | +2.52% | +23.71% | |
| 3Y Return (annualized) | - | +21.50% | |
| 5Y Return (annualized) | - | +13.44% | |
| Volatility (annualized) | 1.8% | 14.1% | |
| Max Drawdown | -1.7% | -34.3% | |
| Fund Family | Bluemonte Investment Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jun 20, 2025 | Sep 7, 2010 |
BLST vs VOO Performance
Bluemonte Short Term Bond ETF (BLST) is a ETF from Bluemonte Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BLST returned +2.52% while VOO returned +23.71%. Year to date, BLST is up 0.49% 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 1.8% for BLST. 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 -1.7% for BLST 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 0.35. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BLST charges 0.23% per year while VOO charges 0.03%. On a $10,000 position that is $23 vs $3 annually, a gap of $20 per year that compounds over a long holding period.
Holdings Overlap
BLST and VOO share 0 holdings out of 508 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, BLST or VOO?
BLST has an expense ratio of 0.23% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $20 per year of difference.
Which performed better, BLST or VOO?
Over the past year BLST returned +2.52% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), BLST annualized +3.03% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, BLST or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 1.8% for BLST. Worst drawdown: BLST -1.7% vs VOO -34.3%.
Should I hold both BLST and VOO?
BLST and VOO have a monthly-return correlation of 0.35, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BLST and VOO?
BLST and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.
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