SCSB vs. BVAL

Last updated Jul 10, 2026

SCSB (Sterling Capital Short Duration Bond ETF) and BVAL (Bluemonte Large Cap Value ETF) are both exchange-traded funds - SCSB is a Actively Managed fund actively managed by Sterling Capital, while BVAL is a Large Cap Value Equities fund managed by Bluemonte. At a 0.36 correlation, their price movements are largely independent. SCSB charges 0.33%/yr vs 0.24%/yr for BVAL.

Performance

SCSB vs. BVAL - Performance Comparison

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

Returns By Period

SCSB

• 1D: 0.05%
• 1M: 0.29%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BVAL

• 1D: 0.58%
• 1M: 2.32%
• 6M: 11.01%
• YTD: 13.32%
• 1Y: 22.28%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

SCSB vs. BVAL - Yearly Performance Comparison

	2026 (YTD)
SCSB Sterling Capital Short Duration Bond ETF	1.07%
BVAL Bluemonte Large Cap Value ETF	14.53%

Correlation

The correlation between SCSB and BVAL is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 30, 2026	0.36

Return for Risk

SCSB vs. BVAL — Risk / Return Rank

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

SCSB

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

BVAL

BVAL Risk / Return Rank: 84
BVAL Sharpe Ratio Rank: 85
BVAL Sortino Ratio Rank: 85
BVAL Omega Ratio Rank: 83
BVAL Calmar Ratio Rank: 80
BVAL Martin Ratio Rank: 85

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.

SCSB vs. BVAL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Short Duration Bond ETF (SCSB) 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.

	SCSB	BVAL	Difference
Sharpe ratio: Return per unit of total volatility	—	2.17	—
Sortino ratio: Return per unit of downside risk	—	3.05	—
Omega ratio: Gain probability vs. loss probability	—	1.39	—
Calmar ratio: Return relative to maximum drawdown	—	3.34	—
Martin ratio: Return relative to average drawdown	—	13.82	—

Drawdowns

SCSB vs. BVAL - Drawdown Comparison

The maximum SCSB drawdown since its inception was -0.46%, smaller than the maximum BVAL drawdown of -6.69%. Use the drawdown chart below to compare losses from any high point for SCSB and BVAL.

Drawdown Indicators

	SCSB	BVAL	Difference
Max Drawdown Largest peak-to-trough decline	-0.46%	-6.69%	+6.23%
Max Drawdown (1Y) Largest decline over 1 year	—	-6.69%	—
Current Drawdown Current decline from peak	-0.03%	-0.38%	+0.35%
Average Drawdown Average peak-to-trough decline	-0.09%	-0.89%	+0.80%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.62%	—

Volatility

Volatility by Period

	SCSB	BVAL	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.08%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.00%	—
Volatility (1Y) Calculated over the trailing 1-year period	1.46%	10.31%	-8.85%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	1.46%	10.25%	-8.79%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	1.46%	10.25%	-8.79%

SCSB vs. BVAL - Expense Ratio Comparison

SCSB has a 0.33% expense ratio, which is higher than BVAL's 0.24% expense ratio.

Dividends

SCSB vs. BVAL - Dividend Comparison

SCSB's dividend yield for the trailing twelve months is around 1.62%, more than BVAL's 1.32% yield.

Position	TTM	2025
BVAL Bluemonte Large Cap Value ETF	1.32%	0.73%
SCSB Sterling Capital Short Duration Bond ETF	1.62%	0.00%

Frequently Asked Questions

Can I hold both SCSB and BVAL in my portfolio?

SCSB and BVAL have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, SCSB or BVAL?

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, SCSB or BVAL?

BVAL is cheaper with a 0.24% expense ratio, compared with 0.33% for SCSB.

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

SCSB has the higher dividend yield at 1.62%, compared with 1.32% for BVAL.

What is the main difference between SCSB and BVAL?

SCSB is categorized as Actively Managed, while BVAL is Large Cap Value Equities. They also come from different issuers: Sterling Capital and Bluemonte. Their fees differ too: 0.33% for SCSB and 0.24% for BVAL.