Bluemonte Large Cap Value ETF (BVAL) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with BVAL. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BVAL
BVAL charges 0.24% annually. There are 31 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Core S&P U.S. Value ETF | 0.04% | 26.12B | Jul 2000 | BVAL vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.27B | Jun 2004 | BVAL vs ILCV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.22B | Sep 2000 | BVAL vs SPYV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.54B | Dec 2009 | BVAL vs SCHV | |
| Vanguard Value ETF | 0.04% | 238.00B | Jan 2004 | BVAL vs VTV |
Best Risk-Adjusted Alternatives to BVAL
Among 117 ETFs in the Large Cap Value Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Edge MSCI USA Value Factor ETF | 97 | 15.87B | Apr 2013 | BVAL vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 93 | 956.28M | May 2022 | BVAL vs SEIV | |
| LSV Disciplined Value ETF | 92 | 617.15M | Dec 2024 | BVAL vs LSVD | |
| Avantis U.S. Large Cap Value ETF | 91 | 12.01B | Sep 2021 | BVAL vs AVLV | |
| Schwab Fundamental U.S. Large Company Index ETF | 90 | 25.47B | Aug 2013 | BVAL vs FNDX |
Top Performing BVAL Alternatives (YTD)
BVAL is at 11.47% YTD. There are 53 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 49.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Edge MSCI USA Value Factor ETF | 49.00% | 15.87B | Apr 2013 | BVAL vs VLUE | |
| Clough Select Equity ETF | 32.18% | 52.30M | Nov 2020 | BVAL vs CBSE | |
| Eventide High Dividend ETF | 21.38% | 150.61M | Sep 2024 | BVAL vs ELCV | |
| Astoria US Equal Weight Quality Kings ETF | 20.98% | 164.26M | Jul 2023 | BVAL vs ROE | |
| Avantis U.S. Large Cap Value ETF | 20.64% | 12.01B | Sep 2021 | BVAL vs AVLV |
Lowest Volatility Alternatives to BVAL
BVAL has 10.13% 1-year volatility. There are 31 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.76%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Morgan Dempsey Large Cap Value ETF | 8.76% | 32.39M | Apr 2023 | BVAL vs MDLV | |
| CornerCap Fundametrics Large-Cap ETF FUNL | 8.82% | 212.00M | Aug 2020 | BVAL vs FUNL | |
| Absolute Select Value ETF | 8.91% | 140.50M | Jan 2020 | BVAL vs ABEQ | |
| Bahl & Gaynor Income Growth ETF | 9.00% | 342.03M | Sep 2023 | BVAL vs BGIG | |
| Opal Dividend Income ETF | 9.28% | 247.48M | Jan 2021 | BVAL vs DIVZ |
Lowest Drawdown Alternatives to BVAL
Among 117 ETFs in the Large Cap Value Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -3.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| CornerCap Fundametrics Large-Cap ETF FUNL | -3.83% | 212.00M | Aug 2020 | BVAL vs FUNL | |
| Invesco Dynamic Large Cap Value ETF | -4.05% | 1.50B | Mar 2005 | BVAL vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.39B | Mar 2006 | BVAL vs FDL | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | BVAL vs MDLV | |
| Pacer Global Cash Cows Dividend ETF | -4.77% | 3.35B | Feb 2016 | BVAL vs GCOW |
Other ETFs from Bluemonte
The 8 most viewed Bluemonte ETFs shown here include BLUI, BLUX, BDBT and span 8 categories. AUM among these funds goes as high as $480M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Bluemonte Diversified Income ETF | Multisector Bonds, Actively Managed | — | 3.27% | 100.93M | Jun 2025 | BVAL vs BLUI | |
| Bluemonte Dynamic Total Market ETF | Large Cap Blend Equities, Actively Managed | — | 12.94% | 480.45M | Jun 2025 | BVAL vs BLUX | |
| Bluemonte Core Bond ETF | Intermediate Core Bond, Actively Managed | — | 0.09% | 451.08M | Jun 2025 | BVAL vs BDBT | |
| Bluemonte Long Term Bond ETF | Long-Term Bond, Actively Managed | — | 0.26% | 154.66M | Jun 2025 | BVAL vs BLTD | |
| Bluemonte Large Cap Core ETF | Large Cap Blend Equities, Actively Managed | — | 10.25% | 280.68M | Jun 2025 | BVAL vs BLUC | |
| Bluemonte Short Term Bond ETF | Short-Term Bond, Actively Managed | — | 0.25% | 155.00M | Jun 2025 | BVAL vs BLST | |
| Bluemonte Global Equity ETF | Global Equities, Actively Managed | — | 15.74% | 329.50M | Jun 2025 | BVAL vs BINT | |
| Bluemonte Large Cap Growth ETF | Large Cap Growth Equities, Actively Managed | — | 10.51% | 233.11M | Jun 2025 | BVAL vs BLGR |
Often Compared With BVAL
Investors most often compare BVAL with DEW, PRXV, PRF. These 9 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| WisdomTree Global High Dividend Fund | Large Cap Value Equities, Dividend | 80 | 11.59% | 141.02M | Jun 2006 | BVAL vs DEW | |
| Praxis Impact Large Cap Value ETF | Large Cap Value Equities, ESG | — | — | 53.64M | Apr 2025 | BVAL vs PRXV | |
| Invesco RAFI US 1000 ETF | Large Cap Value Equities | 89 | 14.79% | 9.60B | Dec 2005 | BVAL vs PRF | |
| PGIM Jennison Focused Value ETF | Large Cap Value Equities | 87 | 15.15% | 84.25M | Dec 2022 | BVAL vs PJFV | |
| T. Rowe Price Value ETF | Large Cap Value Equities | 82 | 15.42% | 727.87M | Jun 2023 | BVAL vs TVAL | |
| John Hancock U.S. High Dividend ETF | Large Cap Value Equities | 84 | 18.74% | 10.65M | Sep 2022 | BVAL vs JHDV | |
| Dimensional US Marketwide Value ETF | Large Cap Value Equities | 88 | 16.95% | 14.88B | Dec 1998 | BVAL vs DFUV | |
| WisdomTree U.S. Total Dividend Fund | Large Cap Value Equities, Dividend | 72 | 10.02% | 1.58B | Jun 2006 | BVAL vs DTD | |
| Victoryshares Free Cash Flow ETF | Large Cap Value Equities | 85 | 20.09% | 7.20B | Jun 2023 | BVAL vs VFLO |
Compare BVAL with Any Fund or Stock
Compare BVAL with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BVAL with funds that move differently
Bluemonte Large Cap Value ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BVAL.
Explore BVAL Diversifiers