SUREvsBLUXETF Comparison
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AdvisorShares Insiders Advantage ETF (SURE) belongs to the US Large Cap Value segment. Bluemonte Dynamic Total Market ETF (BLUX) is part of the US All Cap segment. SURE's top 3 sector exposures are Technology, Finance and Industrials. In contrast, BLUX's top sector exposures are Technology, Finance and Healthcare. SURE is more expensive with a Total Expense Ratio (TER) of 1%, versus 0.28% for BLUX. SURE is up 16.91% year-to-date (YTD) with - in YTD flows. BLUX performs worse with 16.79% YTD performance, and +$113M in YTD flows. Run a side-by-side ETF comparison of SURE and BLUX 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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SURE vs BLUX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/08/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SURE BLUX | -1.55%-0.91% | +5.07%+4.88% | +16.91%+16.79% | +21.05%+20.26% | +58.11%n/a | +65.21%n/a |
| Flows | SURE BLUX | -+$12M | -+$26M | -+$113M | -$2M+$158M | -$7M- | -$13M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SURE BLUX | +11.72%+12.02% | +12.94%+14.15% | +15.14%n/a | +17.39%n/a |
| Max drawdown | SURE BLUX | -2.92%-3.17% | -7.15%-9.09% | -21.41%n/a | -24.06%n/a |
| Max drawdown duration | SURE BLUX | 26d22d | 46d63d | 365dn/a | 557dn/a |
Trading data
SURE | BLUX | |
Last sale 9/8/2026 at 1:46 PM | $148.90 | $32.12 |
| Previous close 09/08/2026 | $150.56 | $32.38 |
| Consolidated volume 09/08/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 9/8/2026 at 1:46 PM
Live
Closed
SURE | BLUX | |
|---|---|---|
| Last price | $148.90 | $32.12 |
| 1D performance | -1.10% | -0.80% |
| AuM | $56.56 M | $597.37 M |
| E/R | 1% | 0.28% |
Characteristics
SURE | BLUX | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | AdvisorShares | Bluemonte Investment Management |
| Benchmark | - | - |
| N° of holdings | 99 | 2894 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 4, 2011 | June 23, 2025 |
| ESG | No | No |
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Exposure
Countries
SURE
USA
93.96%
Other
6.04%
BLUX
USA
94.86%
Other
5.14%
Sectors
SURE
Technology
27.56%
Finance
15.27%
Industrials
12.13%
Consumer Services
9.49%
Energy
8.45%
Consumer Cyclical.
7.06%
Other
20.04%
BLUX
Technology
27.18%
Finance
21.53%
Healthcare
12.85%
Industrials
8.76%
Other
29.69%
Diversification
SURE
Total weight of top 15 holdings out of 15
21.49%
BLUX
Total weight of top 15 holdings out of 15
21.16%
Top 15 holdings
Data as of July 31, 2026
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%
Marvell Technology, Inc.
1.31%
Marathon Petroleum Corp.
1.31%
Stagwell, Inc.
1.31%
Murphy USA, Inc.
1.29%
Payoneer Global, Inc.
1.28%
Crocs, Inc.
1.27%
Albany International Corp.
1.24%
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%
Frequently asked questions about SURE and BLUX
How have the SURE and BLUX ETFs performed in 2026?
As of September 8, 2026, SURE is up 16.91% year-to-date (YTD), while BLUX has returned 16.79%. That puts SURE better performer ahead so far this year.
Which ETF is attracting more investor money: SURE or BLUX?
Year-to-date, the SURE ETF saw - in flows, compared to +$113M for BLUX.
Which ETF is more volatile: SURE or BLUX?
Over the past year, SURE had a volatility of 12.94%, while BLUX experienced 14.15%.
Which ETF is bigger: SURE or BLUX?
As of September 8, 2026, SURE holds $56.56 M in assets under management (AUM), while BLUX manages $597.37 M.
What sectors do the SURE and BLUX ETFs invest in?
SURE leans toward sectors like Technology, Finance and Industrials. Meanwhile, BLUX focuses on Technology, Finance and Healthcare.
What are the top holdings of the SURE ETF and BLUX ETF?
SURE top holdings include DaVita, Inc., Sezzle, Inc. and Fortinet, Inc.. BLUX holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: SURE or BLUX?
SURE holds 99 securities with 21.49% of its assets in the top 15. BLUX has 2922 securities and a top 15 weight of 21.16%.
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