BLUXvsSUREETF Comparison
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Bluemonte Dynamic Total Market ETF (BLUX) belongs to the US All Cap segment. AdvisorShares Insiders Advantage ETF (SURE) is part of the US Large Cap Value segment. BLUX's top 3 sector exposures are Technology, Finance and Healthcare. In contrast, SURE's top sector exposures are Technology, Finance and Industrials. BLUX is less expensive with a Total Expense Ratio (TER) of 0.28%, versus 1% for SURE. BLUX is up 14.06% year-to-date (YTD) with +$126M in YTD flows. SURE performs better with 15.41% YTD performance, and - in YTD flows. Run a side-by-side ETF comparison of BLUX and SURE 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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BLUX vs SURE performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/18/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BLUX SURE | -2.66%-2.83% | -0.04%+1.66% | +14.06%+15.41% | +15.93%+18.94% | n/a+56.56% | n/a+66.71% |
| Flows | BLUX SURE | +$20M- | +$43M- | +$126M- | +$167M-$2M | --$7M | --$13M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BLUX SURE | +10.54%+10.87% | +14.16%+12.89% | n/a+15.12% | n/a+17.37% |
| Max drawdown | BLUX SURE | -4.59%-4.17% | -9.09%-7.15% | n/a-21.41% | n/a-24.06% |
| Max drawdown duration | BLUX SURE | 33d36d | 63d46d | n/a365d | n/a557d |
Trading data
BLUX | SURE | |
Last sale 9/18/2026 at 1:30 PM | $31.80 | $146.82 |
| Previous close 09/17/2026 | $31.89 | $147.85 |
| Consolidated volume 09/17/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 9/18/2026 at 1:30 PM
Live
Closed
BLUX | SURE | |
|---|---|---|
| Last price | $31.80 | $146.82 |
| 1D performance | -0.29% | -0.70% |
| AuM | $596.08 M | $55.83 M |
| E/R | 0.28% | 1% |
Characteristics
BLUX | SURE | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Bluemonte Investment Management | AdvisorShares |
| Benchmark | - | - |
| N° of holdings | 2894 | 99 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 23, 2025 | October 4, 2011 |
| ESG | No | No |
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Exposure
Countries
BLUX
USA
94.86%
Other
5.14%
SURE
USA
93.96%
Other
6.04%
Sectors
BLUX
Technology
27.18%
Finance
21.53%
Healthcare
12.85%
Industrials
8.76%
Other
29.69%
SURE
Technology
27.56%
Finance
15.27%
Industrials
12.13%
Consumer Services
9.49%
Energy
8.45%
Consumer Cyclical.
7.06%
Other
20.04%
Diversification
BLUX
Total weight of top 15 holdings out of 15
21.16%
SURE
Total weight of top 15 holdings out of 15
21.49%
Top 15 holdings
Data as of July 31, 2026
BLUX
NVIDIA Corp.
3.63%
Apple, Inc.
3.39%
Microsoft Corp.
2.58%
Amazon.com, Inc.
1.99%
Alphabet, Inc.
1.56%
Broadcom Inc.
1.38%
Alphabet, Inc.
1.26%
Meta Platforms, Inc.
0.91%
JPMorgan Chase & Co.
0.70%
Berkshire Hathaway, Inc.
0.70%
Micron Technology, Inc.
0.69%
Eli Lilly & Co.
0.68%
Tesla, Inc.
0.65%
Advanced Micro Devices, Inc.
0.58%
Johnson & Johnson
0.46%
SURE
DaVita, Inc.
1.81%
Sezzle, Inc.
1.77%
Fortinet, Inc.
1.72%
Kforce, Inc.
1.62%
EverQuote, Inc.
1.45%
Applied Materials, Inc.
1.40%
Iridium Communications, Inc.
1.36%
Enova International, Inc.
1.35%
Stagwell, Inc.
1.31%
Marvell Technology, Inc.
1.31%
Marathon Petroleum Corp.
1.31%
Murphy USA, Inc.
1.29%
Payoneer Global, Inc.
1.28%
Crocs, Inc.
1.27%
Albany International Corp.
1.24%
Frequently asked questions about BLUX and SURE
How have the BLUX and SURE ETFs performed in 2026?
As of September 18, 2026, BLUX is up 14.06% year-to-date (YTD), while SURE has returned 15.41%. That puts SURE better performer ahead so far this year.
Which ETF is attracting more investor money: BLUX or SURE?
Year-to-date, the BLUX ETF saw +$126M in flows, compared to - for SURE.
Which ETF is more volatile: BLUX or SURE?
Over the past year, BLUX had a volatility of 14.16%, while SURE experienced 12.89%.
Which ETF is bigger: BLUX or SURE?
As of September 18, 2026, BLUX holds $596.08 M in assets under management (AUM), while SURE manages $55.83 M.
What sectors do the BLUX and SURE ETFs invest in?
BLUX leans toward sectors like Technology, Finance and Healthcare. Meanwhile, SURE focuses on Technology, Finance and Industrials.
What are the top holdings of the BLUX ETF and SURE ETF?
BLUX top holdings include NVIDIA Corp., Apple, Inc. and Microsoft Corp.. SURE holds in its top three: DaVita, Inc., Sezzle, Inc. and Fortinet, Inc..
Which ETF is more diversified: BLUX or SURE?
BLUX holds 2922 securities with 21.16% of its assets in the top 15. SURE has 99 securities and a top 15 weight of 21.49%.
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