SUREvsBLUXETF Comparison
VS
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 0.3% for BLUX. SURE is up 15.65% year-to-date (YTD) with - in YTD flows. BLUX performs worse with 13.42% YTD performance, and +$99M 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.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
SURE vs BLUX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/24/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SURE BLUX | +2.21%+0.28% | +7.65%+5.41% | +15.65%+13.42% | +25.06%+19.85% | +53.47%n/a | +63.96%n/a |
| Flows | SURE BLUX | -+$14M | -+$45M | -+$99M | -$2M+$182M | -$7M- | -$13M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SURE BLUX | +12.91%+13.81% | +13.17%+14.21% | +15.10%n/a | +17.40%n/a |
| Max drawdown | SURE BLUX | -2.63%-3.45% | -7.15%-9.09% | -21.41%n/a | -24.06%n/a |
| Max drawdown duration | SURE BLUX | 15d10d | 46d63d | 365dn/a | 557dn/a |
Trading data
SURE | BLUX | |
Last sale 7/24/2026 at 1:30 PM | $147.18 | $31.63 |
| Previous close 07/23/2026 | $146.34 | $31.62 |
| Consolidated volume 07/23/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Advertisement
Main metrics
Last update 7/24/2026 at 1:30 PM
Live
Closed
SURE | BLUX | |
|---|---|---|
| Last price | $147.18 | $31.63 |
| 1D performance | +0.57% | +0.03% |
| AuM | $55.95 M | $566.84 M |
| E/R | 1% | 0.3% |
Characteristics
SURE | BLUX | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | AdvisorShares | Bluemonte Investment Management |
| Benchmark | - | - |
| N° of holdings | 100 | 2870 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 4, 2011 | June 23, 2025 |
| ESG | No | No |
Advertisement
Exposure
Countries
SURE
USA
95.14%
Other
4.86%
BLUX
USA
95.75%
Other
4.25%
Sectors
SURE
Technology
28.64%
Finance
14.48%
Industrials
12.24%
Consumer Services
9.78%
Energy
8.44%
Consumer Cyclical.
7.2%
Other
19.22%
BLUX
Technology
28.18%
Finance
20.74%
Healthcare
12.85%
Industrials
9.28%
Other
28.96%
Advertisement
Diversification
SURE
Total weight of top 15 holdings out of 15
22.95%
BLUX
Total weight of top 15 holdings out of 15
20.77%
Top 15 holdings
Data as of June 30, 2026
SURE
Sezzle, Inc.
1.96%
Marvell Technology, Inc.
1.95%
Applied Materials, Inc.
1.93%
DaVita, Inc.
1.66%
Lam Research Corp.
1.65%
Fortinet, Inc.
1.65%
Iridium Communications, Inc.
1.58%
Kforce, Inc.
1.42%
KLA Corp.
1.41%
Caterpillar, Inc.
1.36%
EverQuote, Inc.
1.35%
Payoneer Global, Inc.
1.27%
Albany International Corp.
1.26%
Enova International, Inc.
1.25%
Crocs, Inc.
1.25%
BLUX
NVIDIA Corp.
3.60%
Apple, Inc.
3.16%
Microsoft Corp.
2.06%
Amazon.com, Inc.
1.73%
Alphabet, Inc.
1.56%
Broadcom Inc.
1.33%
Alphabet, Inc.
1.24%
Micron Technology, Inc.
0.97%
Meta Platforms, Inc.
0.92%
Tesla, Inc.
0.88%
Eli Lilly & Co.
0.71%
Advanced Micro Devices, Inc.
0.70%
Berkshire Hathaway, Inc.
0.68%
JPMorgan Chase & Co.
0.65%
Sandisk Corp.
0.58%
Frequently asked questions about SURE and BLUX
How have the SURE and BLUX ETFs performed in 2026?
As of July 24, 2026, SURE is up 15.65% year-to-date (YTD), while BLUX has returned 13.42%. 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 +$99M for BLUX.
Which ETF is more volatile: SURE or BLUX?
Over the past year, SURE had a volatility of 13.17%, while BLUX experienced 14.21%.
Which ETF is bigger: SURE or BLUX?
As of July 24, 2026, SURE holds $55.95 M in assets under management (AUM), while BLUX manages $566.84 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 Sezzle, Inc., Marvell Technology, Inc. and Applied Materials, Inc.. BLUX holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: SURE or BLUX?
SURE holds 100 securities with 22.95% of its assets in the top 15. BLUX has 2943 securities and a top 15 weight of 20.77%.
Advertisement
Advertisement
