BINT vs. BVAL

Last updated Jul 14, 2026

BINT (Bluemonte Global Equity ETF) and BVAL (Bluemonte Large Cap Value ETF) are both exchange-traded funds - BINT is a Global Equities fund managed by Bluemonte, while BVAL is a Large Cap Value Equities fund managed by Bluemonte. Over the past year, BINT returned 25.01% vs 22.50% for BVAL. A 0.80 correlation means they provide meaningful diversification when combined. BINT charges 0.23%/yr vs 0.24%/yr for BVAL.

Performance

BINT vs. BVAL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bluemonte Global Equity ETF (BINT) and Bluemonte Large Cap Value ETF (BVAL). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with BINT having a 12.84% return and BVAL slightly higher at 13.43%.

BINT

• 1D: -1.76%
• 1M: -1.46%
• 6M: 8.96%
• YTD: 12.84%
• 1Y: 25.01%
• 3Y*: —
• 5Y*: —
• 10Y*: —

BVAL

• 1D: -0.13%
• 1M: 1.07%
• 6M: 10.34%
• YTD: 13.43%
• 1Y: 22.50%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BINT vs. BVAL - Yearly Performance Comparison

	2026 (YTD)	2025
BINT Bluemonte Global Equity ETF	12.84%	14.43%
BVAL Bluemonte Large Cap Value ETF	13.43%	12.09%

Correlation

The correlation between BINT and BVAL is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.80
Correlation (All Time) Calculated using the full available price history since Jun 23, 2025	0.80

The correlation between BINT and BVAL has been stable across timeframes, ranging from 0.80 to 0.80 - a consistent structural relationship.

BINT vs. BVAL - Sectors Allocation Comparison

Sectors	BINT	BVAL
Technology	27.6%	23.2%
Financial Services	18.1%	16.0%
Industrials	13.4%	11.5%
Consumer Cyclical	8.6%	8.8%
Healthcare	7.2%	10.8%
Communication Services	6.2%	5.2%
Basic Materials	5.5%	3.0%
Consumer Defensive	4.7%	7.8%
Energy	4.2%	6.3%
Utilities	2.6%	4.0%
Real Estate	2.1%	3.5%

Return for Risk

BINT vs. BVAL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BINT

BINT Risk / Return Rank: 60
BINT Sharpe Ratio Rank: 59
BINT Sortino Ratio Rank: 57
BINT Omega Ratio Rank: 60
BINT Calmar Ratio Rank: 58
BINT Martin Ratio Rank: 65

BVAL

BVAL Risk / Return Rank: 85
BVAL Sharpe Ratio Rank: 86
BVAL Sortino Ratio Rank: 86
BVAL Omega Ratio Rank: 84
BVAL Calmar Ratio Rank: 80
BVAL Martin Ratio Rank: 86

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BINT vs. BVAL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Global Equity ETF (BINT) and Bluemonte Large Cap Value ETF (BVAL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BINT	BVAL	Difference
Sharpe ratio: Return per unit of total volatility	1.57	2.20	-0.62
Sortino ratio: Return per unit of downside risk	2.18	3.09	-0.91
Omega ratio: Gain probability vs. loss probability	1.29	1.40	-0.10
Calmar ratio: Return relative to maximum drawdown	2.30	3.38	-1.08
Martin ratio: Return relative to average drawdown	9.20	13.99	-4.79

BINT vs. BVAL - Sharpe Ratio Comparison

The current BINT Sharpe Ratio is 1.57, which is comparable to the BVAL Sharpe Ratio of 2.20. The chart below compares the historical Sharpe Ratios of BINT and BVAL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BINT vs. BVAL - Drawdown Comparison

The maximum BINT drawdown since its inception was -10.94%, which is greater than BVAL's maximum drawdown of -6.69%. Use the drawdown chart below to compare losses from any high point for BINT and BVAL.

Drawdown Indicators

	BINT	BVAL	Difference
Max Drawdown Largest peak-to-trough decline	-10.94%	-6.69%	-4.25%
Max Drawdown (1Y) Largest decline over 1 year	-10.94%	-6.69%	-4.25%
Current Drawdown Current decline from peak	-3.42%	-0.29%	-3.13%
Average Drawdown Average peak-to-trough decline	-1.54%	-0.88%	-0.66%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.73%	1.61%	+1.12%

Volatility

BINT vs. BVAL - Volatility Comparison

Bluemonte Global Equity ETF (BINT) has a higher volatility of 6.22% compared to Bluemonte Large Cap Value ETF (BVAL) at 2.84%. This indicates that BINT's price experiences larger fluctuations and is considered to be riskier than BVAL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BINT	BVAL	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.22%	2.84%	+3.38%
Volatility (6M) Calculated over the trailing 6-month period	14.07%	7.91%	+6.16%
Volatility (1Y) Calculated over the trailing 1-year period	16.00%	10.31%	+5.69%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.73%	10.22%	+5.51%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.73%	10.22%	+5.51%

BINT vs. BVAL - Expense Ratio Comparison

BINT has a 0.23% expense ratio, which is lower than BVAL's 0.24% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

BINT vs. BVAL - Dividend Comparison

BINT's dividend yield for the trailing twelve months is around 1.77%, more than BVAL's 1.32% yield.

Position	TTM	2025
BINT Bluemonte Global Equity ETF	1.77%	1.08%
BVAL Bluemonte Large Cap Value ETF	1.32%	0.73%

Frequently Asked Questions

Can I hold both BINT and BVAL in my portfolio?

BINT and BVAL have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BINT or BVAL?

BINT has higher volatility (6.22%) compared to BVAL (2.84%). In terms of maximum drawdown, BINT dropped -10.94% vs BVAL's -6.69%.

Which ETF is better, BINT or BVAL?

On 1-year performance, BINT leads with 25.01% vs 22.50% for BVAL. On fees, BINT is cheaper at 0.23% per year. On volatility, BVAL has been the lower-risk option at 2.84%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BINT or BVAL?

Over the 1-year period, BINT has performed better with a 25.01% return vs 22.50%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BINT or BVAL?

BINT is cheaper with a 0.23% expense ratio, compared with 0.24% for BVAL.

Which ETF pays a higher dividend yield, BINT or BVAL?

BINT has the higher dividend yield at 1.77%, compared with 1.32% for BVAL.

What is the main difference between BINT and BVAL?

BINT is categorized as Global Equities, while BVAL is Large Cap Value Equities. Their fees differ too: 0.23% for BINT and 0.24% for BVAL.

Which has better risk-adjusted returns?

BVAL currently has the higher Sharpe Ratio (2.20 vs 1.57), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.