BVAL vs. VCOB

Last updated Aug 4, 2026

BVAL (Bluemonte Large Cap Value ETF) and VCOB (Voya Core Bond ETF) are both exchange-traded funds - BVAL is a Large Cap Value Equities fund actively managed by Bluemonte, while VCOB is a Actively Managed fund actively managed by Voya. Both are actively managed. Their 0.43 correlation means their historical movements had little consistent relationship. BVAL charges 0.24%/yr vs 0.25%/yr for VCOB.

Performance

BVAL vs. VCOB - Performance Comparison

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

Returns By Period

In the year-to-date period, BVAL achieves a 14.62% return, which is significantly higher than VCOB's -2.46% return.

BVAL

• 1D: 0.76%
• 1M: 1.22%
• 6M: 10.01%
• YTD: 14.62%
• 1Y: 25.50%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 25.29%

VCOB

• 1D: 0.25%
• 1M: -1.56%
• 6M: -2.51%
• YTD: -2.46%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
BVAL Bluemonte Large Cap Value ETF	$658.39K	$641.04K	$1.02M
VCOB Voya Core Bond ETF	$300.16K	$220.54K	$444.51K

BVAL vs. VCOB - Yearly Performance Comparison

	2026 (YTD)	2025
BVAL Bluemonte Large Cap Value ETF	14.62%	3.65%
VCOB Voya Core Bond ETF	-2.46%	0.35%

Correlation

The correlation between BVAL and VCOB is 0.43, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 19, 2025	0.43

Return for Risk

BVAL vs. VCOB — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BVAL

BVAL Risk / Return Rank: 90
BVAL Sharpe Ratio Rank: 91
BVAL Sortino Ratio Rank: 91
BVAL Omega Ratio Rank: 90
BVAL Calmar Ratio Rank: 88
BVAL Martin Ratio Rank: 91

VCOB

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

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BVAL vs. VCOB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Large Cap Value ETF (BVAL) and Voya Core Bond ETF (VCOB). 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.

	BVAL	VCOB	Difference
Sharpe ratio: Return per unit of total volatility	2.48	—	—
Sortino ratio: Return per unit of downside risk	3.46	—	—
Omega ratio: Gain probability vs. loss probability	1.45	—	—
Calmar ratio: Return relative to maximum drawdown	3.83	—	—
Martin ratio: Return relative to average drawdown	16.14	—	—

Drawdowns

BVAL vs. VCOB - Drawdown Comparison

The maximum BVAL drawdown since its inception was -6.69%, which is greater than VCOB's maximum drawdown of -4.01%. Use the drawdown chart below to compare losses from any high point for BVAL and VCOB.

Drawdown Indicators

	BVAL	VCOB	Difference
Max Drawdown Largest peak-to-trough decline	-6.69%	-4.01%	-2.68%
Max Drawdown (1Y) Largest decline over 1 year	-6.69%	—	—
Current Drawdown Current decline from peak	0.00%	-3.77%	+3.77%
Average Drawdown Average peak-to-trough decline	-0.86%	-1.57%	+0.71%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.58%	—	—

Volatility

Volatility by Period

	BVAL	VCOB	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.59%	—	—
Volatility (6M) Calculated over the trailing 6-month period	7.90%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	10.33%	3.83%	+6.50%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.18%	3.83%	+6.35%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.18%	3.83%	+6.35%

BVAL vs. VCOB - Expense Ratio Comparison

BVAL has a 0.24% expense ratio, which is lower than VCOB's 0.25% 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

BVAL vs. VCOB - Dividend Comparison

BVAL's dividend yield for the trailing twelve months is around 1.30%, more than VCOB's 0.51% yield.

Position	TTM	2025
BVAL Bluemonte Large Cap Value ETF	1.30%	0.73%
VCOB Voya Core Bond ETF	0.51%	0.49%

Frequently Asked Questions

Can I hold both BVAL and VCOB in my portfolio?

BVAL and VCOB have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BVAL or VCOB?

On fees, BVAL is cheaper at 0.24% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BVAL or VCOB?

BVAL is cheaper with a 0.24% expense ratio, compared with 0.25% for VCOB.

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

BVAL has the higher dividend yield at 1.30%, compared with 0.51% for VCOB.

What is the main difference between BVAL and VCOB?

BVAL is categorized as Large Cap Value Equities, while VCOB is Actively Managed. They also come from different issuers: Bluemonte and Voya. Their fees differ too: 0.24% for BVAL and 0.25% for VCOB.