BLUIvsJBNDETF Comparison
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Bluemonte Diversified Income ETF (BLUI) belongs to the Multi-Asset: Other segment. JPMorgan Active Bond ETF (JBND) is part of the US Aggregate Bonds segment. BLUI's top 3 sector exposures are Finance, Sovereign and Industrials. In contrast, JBND's top sector exposures are Sovereign, Finance and Industrials. BLUI is more expensive with a Total Expense Ratio (TER) of 0.72%, versus 0.25% for JBND. BLUI is up 1.66% year-to-date (YTD) with +$29M in YTD flows. JBND performs worse with -1.41% YTD performance, and +$3.95B in YTD flows. Run a side-by-side ETF comparison of BLUI and JBND below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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BLUI vs JBND performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/14/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BLUI JBND | -1.68%-0.24% | -2.31%-1.84% | +1.66%-1.41% | +3.05%-1.13% | n/a+18.20% | n/an/a |
| Flows | BLUI JBND | +$8M+$373M | +$15M+$904M | +$29M+$3.95B | +$34M+$5.77B | -+$9.24B | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BLUI JBND | +3.60%+4.19% | +3.61%+3.87% | n/a+4.92% | n/an/a |
| Max drawdown | BLUI JBND | -3.73%-3.24% | -3.73%-4.68% | n/a-4.68% | n/an/a |
| Max drawdown duration | BLUI JBND | 49d51d | 49d228d | n/a228d | n/an/a |
Trading data
BLUI | JBND | |
Last sale 10/16/2026 at 1:30 PM | $24.94 | $51.50 |
| Previous close 10/15/2026 | $24.92 | $51.51 |
| Consolidated volume 10/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/16/2026 at 1:30 PM
Live
Closed
BLUI | JBND | |
|---|---|---|
| Last price | $24.94 | $51.50 |
| 1D performance | +0.06% | -0.02% |
| AuM | $117.59 M | $8.99 B |
| E/R | 0.72% | 0.25% |
Characteristics
BLUI | JBND | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Bluemonte Investment Management | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | 1652 | 597 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 23, 2025 | October 11, 2023 |
| ESG | No | No |
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Exposure
Countries
BLUI
USA
41.06%
Other
58.94%
JBND
USA
43.62%
Other
56.38%
Sectors
BLUI
Finance
24.52%
Other
75.48%
JBND
Sovereign
31.77%
Finance
8.18%
Other
60.05%
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Diversification
BLUI
Total weight of top 15 holdings out of 15
48.83%
JBND
Total weight of top 15 holdings out of 15
15.47%
Top 15 holdings
Data as of August 31, 2026
BLUI
US72201R7750
19.38%
US37954Y3430
10.35%
US33738D3098
9.85%
USA, Bonds 4.625% 15nov2045, USD
1.77%
Welltower, Inc.
1.63%
USA, Notes 3.875% 31jul2030, USD (AB-2030)
0.91%
Digital Realty Trust, Inc.
0.87%
USA, Bonds 4.625% 15nov2055, USD
0.76%
Equinix, Inc.
0.64%
Crown Castle, Inc.
0.53%
Prologis, Inc.
0.49%
USA, Notes 4.125% 31oct2029, USD (AF-2029)
0.48%
Extra Space Storage, Inc.
0.41%
Essential Properties Realty Trust, Inc.
0.38%
American Tower Corp.
0.36%
JBND
USA, Notes 3.625% 31aug2029, USD (AC-2029)
1.59%
USA, Notes 3.875% 15aug2034, USD (E-2034)
1.45%
USA, Notes 4% 15feb2034, USD (B-2034)
1.40%
USA, Notes 1.875% 15feb2032, USD (B-2032)
1.37%
USA, Notes 4.25% 31may2033, USD (L-2033)
1.32%
USA, STRIPS 0% 15feb2036, USD (10957D)
1.14%
USA, Notes 4% 31jul2032, USD (N-2032)
0.90%
USA, Notes 4.125% 29feb2032, USD (H-2032)
0.90%
USA, STRIPS 0% 15feb2040, USD (10961D)
0.88%
USA, STRIPS 0% 15aug2037, USD (10774D)
0.84%
USA, STRIPS 0% 15feb2038, USD (10958D)
0.84%
US01F0506927
0.74%
USA, STRIPS 0% 15nov2030, USD (8493D)
0.72%
USA, Notes 3.875% 31aug2032, USD (P-2032)
0.69%
USA, STRIPS 0% 15nov2037, USD (10684D)
0.68%
Frequently asked questions about BLUI and JBND
How have the BLUI and JBND ETFs performed in 2026?
As of October 14, 2026, BLUI is up 1.66% year-to-date (YTD), while JBND has lost -1.41%. That puts BLUI better performer ahead so far this year.
Which ETF is attracting more investor money: BLUI or JBND?
Year-to-date, the BLUI ETF saw +$29M in flows, compared to +$3.95B for JBND.
Which ETF is more volatile: BLUI or JBND?
Over the past year, BLUI had a volatility of 3.61%, while JBND experienced 3.87%.
Which ETF is bigger: BLUI or JBND?
As of October 14, 2026, BLUI holds $117.59 M in assets under management (AUM), while JBND manages $8.99 B.
What sectors do the BLUI and JBND ETFs invest in?
BLUI leans toward sectors like Finance. Meanwhile, JBND focuses on Sovereign and Finance.
What are the top holdings of the BLUI ETF and JBND ETF?
BLUI top holdings include US72201R7750, US37954Y3430 and US33738D3098. JBND holds in its top three: USA, Notes 3.625% 31aug2029, USD (AC-2029), USA, Notes 3.875% 15aug2034, USD (E-2034) and USA, Notes 4% 15feb2034, USD (B-2034).
Which ETF is more diversified: BLUI or JBND?
BLUI holds 1934 securities with 48.83% of its assets in the top 15. JBND has 1713 securities and a top 15 weight of 15.47%.
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Latest news about BLUI & JBND
JPMorgan Active Bond ETF (NYSE: JBND)
May 3, 2024
JBND
The first J.P. Morgan ETF to List on the Trading Floor (NYSE: JBND)
January 31, 2024
JBND
Strive Asset Management Moves Entire Lineup of ETFs to NYSE Floor
January 19, 2024
JBND
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