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 34 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% | 26.18B | Jul 2000 | BVAL vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.38B | Jun 2004 | BVAL vs ILCV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.07B | Sep 2000 | BVAL vs SPYV | |
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | BVAL vs VTV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.79B | Dec 2009 | BVAL vs SCHV |
Best Risk-Adjusted Alternatives to BVAL
BVAL has a PortfoliosLab risk / return rank of 81. There are 30 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 96 | 14.76B | Apr 2013 | BVAL vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 92 | 956.28M | May 2022 | BVAL vs SEIV | |
| Invesco Dynamic Large Cap Value ETF | 91 | 1.53B | Mar 2005 | BVAL vs PWV | |
| Avantis U.S. Large Cap Value ETF | 91 | 12.01B | Sep 2021 | BVAL vs AVLV | |
| LSV Disciplined Value ETF | 90 | 617.15M | Dec 2024 | BVAL vs LSVD |
Top Performing BVAL Alternatives (YTD)
BVAL is at 11.82% YTD. There are 60 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 45.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 45.30% | 14.76B | Apr 2013 | BVAL vs VLUE | |
| Clough Select Equity ETF | 27.35% | 55.44M | Nov 2020 | BVAL vs CBSE | |
| Eventide High Dividend ETF | 23.11% | 150.61M | Sep 2024 | BVAL vs ELCV | |
| Avantis U.S. Large Cap Value ETF | 20.57% | 12.01B | Sep 2021 | BVAL vs AVLV | |
| Astoria US Equal Weight Quality Kings ETF | 19.29% | 164.26M | Jul 2023 | BVAL vs ROE |
Lowest Volatility Alternatives to BVAL
BVAL has 10.38% 1-year volatility. There are 29 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.95%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Absolute Select Value ETF | 8.95% | 141.50M | Jan 2020 | BVAL vs ABEQ | |
| Morgan Dempsey Large Cap Value ETF | 8.95% | 32.39M | Apr 2023 | BVAL vs MDLV | |
| WisdomTree U.S. LargeCap Dividend Fund | 9.03% | 6.12B | Jun 2006 | BVAL vs DLN | |
| Bahl & Gaynor Income Growth ETF | 9.05% | 342.03M | Sep 2023 | BVAL vs BGIG | |
| WisdomTree U.S. Total Dividend Fund | 9.41% | 1.61B | Jun 2006 | BVAL vs DTD |
Lowest Drawdown Alternatives to BVAL
BVAL has a 1-year max drawdown of -6.69%. There are 50 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.05%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Dynamic Large Cap Value ETF | -4.05% | 1.53B | Mar 2005 | BVAL vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 9.22B | Mar 2006 | BVAL vs FDL | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | BVAL vs MDLV | |
| Hartford US Value ETF | -4.93% | 48.54M | Dec 2023 | BVAL vs VMAX | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | BVAL vs ELCV |
Other ETFs from Bluemonte
The 8 most viewed Bluemonte ETFs shown here include BLUI, BLUX, BLUC 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 | 71 | 3.65% | 100.93M | Jun 2025 | BVAL vs BLUI | |
| Bluemonte Dynamic Total Market ETF | Large Cap Blend Equities, Actively Managed | 64 | 13.12% | 480.45M | Jun 2025 | BVAL vs BLUX | |
| Bluemonte Large Cap Core ETF | Large Cap Blend Equities, Actively Managed | 49 | 6.76% | 280.68M | Jun 2025 | BVAL vs BLUC | |
| Bluemonte Short Term Bond ETF | Short-Term Bond, Actively Managed | 44 | 0.35% | 155.00M | Jun 2025 | BVAL vs BLST | |
| Bluemonte Long Term Bond ETF | Long-Term Bond, Actively Managed | 21 | 0.84% | 154.66M | Jun 2025 | BVAL vs BLTD | |
| Bluemonte Core Bond ETF | Intermediate Core Bond, Actively Managed | 30 | 0.29% | 451.08M | Jun 2025 | BVAL vs BDBT | |
| Bluemonte Large Cap Growth ETF | Large Cap Growth Equities, Actively Managed | 41 | 5.66% | 233.11M | Jun 2025 | BVAL vs BLGR | |
| Bluemonte Global Equity ETF | Global Equities, Actively Managed | 62 | 13.31% | 329.50M | Jun 2025 | BVAL vs BINT |
Often Compared With BVAL
Investors most often compare BVAL with DIVZ, PRF, GCOW. These 11 comparison targets span 3 categories, based on PortfoliosLab usage data.
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