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OWNvsBLUCETF Comparison

ETF 1

OWN

Inside Ownership 100 ETF

This fund is part of

US Large Cap

+1.18%

Full OWN fund page

VS

ETF 2

BLUC

Bluemonte Large Cap Core ETF

This fund is part of

US Large Cap

+1.18%

Full BLUC fund page

Inside Ownership 100 ETF (OWN) and Bluemonte Large Cap Core ETF (BLUC) belong to the same industry segment: US Large Cap. OWN's top 3 sector exposures are Technology, Finance and Consumer Cyclicals. In contrast, BLUC's top sector exposures are Technology, Finance and Consumer Non-Cyclicals. OWN is more expensive with a Total Expense Ratio (TER) of 0.49%, versus 0.27% for BLUC. Run a side-by-side ETF comparison of OWN and BLUC 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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OWN vs BLUC performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 09/17/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	OWN BLUC	-0.53%-2.30%	+3.29%+0.63%	n/a+9.92%	n/a+13.69%	n/an/a	n/an/a
Flows	OWN BLUC	+$507K+$10M	+$53K+$23M	-+$78M	-+$104M	--	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	OWN BLUC	+17.18%+12.54%	n/a+13.95%	n/an/a	n/an/a
Max drawdown	OWN BLUC	-6.06%-4.19%	n/a-10.52%	n/an/a	n/an/a
Max drawdown duration	OWN BLUC	19d16d	n/a92d	n/an/a	n/an/a

Trading data

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	OWN	BLUC
Last sale 9/18/2026 at 1:30 PM	$24.97	$31.87
Previous close 09/17/2026	$25.00	$31.81
Consolidated volume 09/17/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of August 31, 2026

1-year trailing difference

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BLUC

is actively managed and doesn’t replicate an index

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	OWN	BLUC
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 9/18/2026 at 1:30 PM

Live

Closed

	OWN	BLUC
Last price	$24.97	$31.87
1D performance	-0.11%	+0.19%
AuM	$3.49 M	$355.26 M
E/R	0.49%	0.27%

Characteristics

	OWN	BLUC
Management strategy	Passive	Active
Provider	Corgi Funds	Bluemonte Investment Management
Benchmark	Inside Ownership 100 Index	-
N° of holdings	87	598
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	June 3, 2026	June 23, 2025
ESG	No	No

More OWN data on Trackinsight

More BLUC data on Trackinsight

Exposure

Countries

OWN

USA

78.25%

Other

21.75%

BLUC

USA

96.71%

Other

3.29%

Sectors

OWN

Technology

43.68%

Finance

9.97%

Other

46.35%

BLUC

Technology

51.36%

Finance

11.38%

Consumer Non-Cycl.

8.47%

Healthcare

7.7%

Other

21.08%

Diversification

OWN

Total weight of top 15 holdings out of 15

47.25%

BLUC

Total weight of top 15 holdings out of 15

49.66%

Top 15 holdings

Data as of July 31, 2026

OWN

Alphabet, Inc.

11.71%

NVIDIA Corp.

10.55%

Meta Platforms, Inc.

5.36%

Tesla, Inc.

4.18%

Broadcom Inc.

3.07%

Oracle Corp.

2.06%

Palantir Technologies, Inc.

1.79%

Dell Technologies, Inc.

1.43%

The Charles Schwab Corp.

1.27%

Blackstone, Inc.

1.06%

Danaher Corp.

1.06%

Salesforce, Inc.

1.00%

Stryker Corp.

0.94%

Applovin Corp.

0.89%

Fortinet, Inc.

0.88%

BLUC

NVIDIA Corp.

8.80%

Apple, Inc.

8.62%

Microsoft Corp.

6.45%

Amazon.com, Inc.

4.12%

Alphabet, Inc.

3.88%

Broadcom Inc.

3.22%

Alphabet, Inc.

3.11%

Meta Platforms, Inc.

2.29%

Eli Lilly & Co.

1.78%

Tesla, Inc.

1.65%

Advanced Micro Devices, Inc.

1.47%

Visa, Inc.

1.13%

JPMorgan Chase & Co.

1.06%

Micron Technology, Inc.

1.06%

Berkshire Hathaway, Inc.

1.03%

Frequently asked questions about OWN and BLUC

Which ETF is bigger: OWN or BLUC?

As of September 17, 2026, OWN holds $3.49 M in assets under management (AUM), while BLUC manages $355.26 M.

What sectors do the OWN and BLUC ETFs invest in?

OWN leans toward sectors like Technology and Finance. Meanwhile, BLUC focuses on Technology, Finance and Consumer Non-Cyclicals.

What are the top holdings of the OWN ETF and BLUC ETF?

OWN top holdings include Alphabet, Inc., NVIDIA Corp. and Meta Platforms, Inc.. BLUC holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..

OWNvsBLUCETF Comparison

Inside Ownership 100 ETF

Bluemonte Large Cap Core ETF

OWN vs BLUC performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

Which ETF is bigger: OWN or BLUC?

As of September 17, 2026, OWN holds $3.49 M in assets under management (AUM), while BLUC manages $355.26 M.

What sectors do the OWN and BLUC ETFs invest in?

OWN leans toward sectors like Technology and Finance. Meanwhile, BLUC focuses on Technology, Finance and Consumer Non-Cyclicals.

What are the top holdings of the OWN ETF and BLUC ETF?

OWN top holdings include Alphabet, Inc., NVIDIA Corp. and Meta Platforms, Inc.. BLUC holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..

Which ETF is more diversified: OWN or BLUC?

OWN holds 87 securities with 47.25% of its assets in the top 15. BLUC has 605 securities and a top 15 weight of 49.66%.

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