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 | |
|---|---|---|---|---|---|
| Vanguard Value ETF | 0.04% | 254.20B | Jan 2004 | BVAL vs VTV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 36.23B | Sep 2000 | BVAL vs SPYV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 27.22B | Jul 2000 | BVAL vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.32B | Jun 2004 | BVAL vs ILCV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.73B | Dec 2009 | BVAL vs SCHV |
Best Risk-Adjusted Alternatives to BVAL
BVAL has a PortfoliosLab risk / return rank of 90. There are 58 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 97 | 9.07B | Apr 2013 | BVAL vs VLUE | |
| Invesco Large Cap Value ETF | 97 | 1.72B | Mar 2005 | BVAL vs PWV | |
| SEI QiM U.S. Large Cap Value Active ETF | 96 | 956.28M | May 2022 | BVAL vs SEIV | |
| iShares Russell Top 200 Value ETF | 96 | 3.98B | Sep 2009 | BVAL vs IWX | |
| VictoryShares Free Cash Flow ETF | 96 | 9.18B | Jun 2023 | BVAL vs VFLO |
Top Performing BVAL Alternatives (YTD)
BVAL is at 14.62% YTD. There are 83 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 42.20%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 42.20% | 9.07B | Apr 2013 | BVAL vs VLUE | |
| VictoryShares Free Cash Flow ETF | 27.47% | 9.18B | Jun 2023 | BVAL vs VFLO | |
| iShares Core Dividend ETF | 25.86% | 1.71B | Nov 2017 | BVAL vs DIVB | |
| Bushido Capital US Equity ETF | 23.66% | 479.57M | Sep 2023 | BVAL vs SMRI | |
| Avantis U.S. Large Cap Value ETF | 23.60% | 17.85B | Sep 2021 | BVAL vs AVLV |
Lowest Volatility Alternatives to BVAL
BVAL has 10.33% 1-year volatility. There are 29 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 4.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| KraneShares Wahed Alternative Income Index ETF | 4.03% | 60.32M | Oct 2025 | BVAL vs KWIN | |
| Franklin Income Equity Focus ETF | 8.40% | 135.67M | Sep 2016 | BVAL vs INCE | |
| Bahl & Gaynor Income Growth ETF | 8.91% | 342.03M | Sep 2023 | BVAL vs BGIG | |
| WisdomTree U.S. LargeCap Dividend Fund | 8.99% | 6.25B | Jun 2006 | BVAL vs DLN | |
| Absolute Select Value ETF | 9.12% | 143.00M | Jan 2020 | BVAL vs ABEQ |
Lowest Drawdown Alternatives to BVAL
BVAL has a 1-year max drawdown of -6.69%. There are 52 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 Large Cap Value ETF | -4.05% | 1.72B | Mar 2005 | BVAL vs PWV | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | BVAL vs MDLV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.77B | Mar 2006 | BVAL vs FDL | |
| Franklin Income Equity Focus ETF | -4.90% | 135.67M | Sep 2016 | BVAL vs INCE | |
| Hartford US Value ETF | -4.93% | 49.18M | Dec 2023 | BVAL vs VMAX |
Other ETFs from Bluemonte
The 8 most viewed Bluemonte ETFs shown here include BLUI, BLUX, BLST and span 9 categories. AUM among these funds goes as high as $572M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Bluemonte Diversified Income ETF | Multisector Bonds, Actively Managed | 80 | 4.33% | 106.47M | Jun 2025 | BVAL vs BLUI | |
| Bluemonte Dynamic Total Market ETF | Large Cap Blend Equities, Actively Managed | 74 | 15.77% | 571.68M | Jun 2025 | BVAL vs BLUX | |
| Bluemonte Short Term Bond ETF | Short-Term Bond, Investment Grade Bonds, Actively Managed | 37 | 0.27% | 168.20M | Jun 2025 | BVAL vs BLST | |
| Bluemonte Large Cap Growth ETF | Large Cap Growth Equities, Actively Managed | 43 | 9.42% | 280.25M | Jun 2025 | BVAL vs BLGR | |
| Bluemonte Large Cap Core ETF | Large Cap Blend Equities, Actively Managed | 55 | 10.10% | 339.15M | Jun 2025 | BVAL vs BLUC | |
| Bluemonte Long Term Bond ETF | Long-Term Bond, Actively Managed | 10 | -1.95% | 164.90M | Jun 2025 | BVAL vs BLTD | |
| Bluemonte Global Equity ETF | Global Equities, Actively Managed | 69 | 14.01% | 410.09M | Jun 2025 | BVAL vs BINT | |
| Bluemonte Core Bond ETF | Intermediate Core Bond, Actively Managed | 20 | -0.59% | 483.84M | Jun 2025 | BVAL vs BDBT |
Often Compared With BVAL
Investors most often compare BVAL with DIVZ, CBSE, TEMD. These 20 comparison targets span 16 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