BINT vs. BVAL

Last updated Jun 4, 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. A 0.79 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

In the year-to-date period, BINT achieves a 15.74% return, which is significantly higher than BVAL's 11.47% return.

BINT

• 1D: -0.94%
• 1M: 5.90%
• YTD: 15.74%
• 6M: 17.79%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BVAL

• 1D: -0.26%
• 1M: 4.10%
• YTD: 11.47%
• 6M: 11.85%
• 1Y: —
• 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	15.74%	13.85%
BVAL Bluemonte Large Cap Value ETF	11.47%	11.38%

Correlation

The correlation between BINT and BVAL is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 24, 2025	0.79

BINT vs. BVAL - Sectors Allocation Comparison

Sectors	BINT	BVAL
Technology	24.4%	20.1%
Financial Services	18.8%	16.9%
Industrials	13.7%	11.8%
Consumer Cyclical	8.9%	8.9%
Healthcare	7.5%	11.1%
Communication Services	6.4%	5.2%
Basic Materials	5.7%	3.1%
Consumer Defensive	5.0%	8.2%
Energy	4.6%	6.8%
Utilities	2.8%	4.3%
Real Estate	2.2%	3.5%

Return for Risk

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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	BINT	BVAL	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	2.31	2.55	-0.23

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%
Current Drawdown Current decline from peak	-0.94%	-0.26%	-0.68%
Average Drawdown Average peak-to-trough decline	-1.47%	-0.91%	-0.56%

Volatility

Volatility by Period

	BINT	BVAL	Difference
Volatility (1Y) Calculated over the trailing 1-year period	14.70%	10.13%	+4.57%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.70%	10.13%	+4.57%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.70%	10.13%	+4.57%

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 0.99%, more than BVAL's 0.97% yield.

Position	TTM	2025
BINT Bluemonte Global Equity ETF	0.99%	1.08%
BVAL Bluemonte Large Cap Value ETF	0.97%	0.73%

Frequently Asked Questions

Can I hold both BINT and BVAL in my portfolio?

BINT and BVAL have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BINT or BVAL?

On fees, BINT is cheaper at 0.23% per year. The better choice depends on whether you care most about return, fees, risk, or income.

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 0.99%, compared with 0.97% 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.