SULR vs. BVAL

Last updated Jul 10, 2026

SULR (SmartETFs Sustainable Energy II ETF) and BVAL (Bluemonte Large Cap Value ETF) are both exchange-traded funds - SULR is a Actively Managed fund actively managed by Guinness Atkinson, while BVAL is a Large Cap Value Equities fund managed by Bluemonte. SULR charges 0.79%/yr vs 0.24%/yr for BVAL.

Performance

SULR vs. BVAL - Performance Comparison

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

Returns By Period

SULR

• 1D: —
• 1M: —
• 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)

SULR vs. BVAL - Yearly Performance Comparison

	2026 (YTD)	2025
SULR SmartETFs Sustainable Energy II ETF	0.00%	0.00%
BVAL Bluemonte Large Cap Value ETF	13.32%	12.09%

Return for Risk

SULR vs. BVAL — Risk / Return Rank

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

SULR

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.

SULR vs. BVAL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SmartETFs Sustainable Energy II ETF (SULR) 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.

	SULR	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

Drawdown Indicators

	SULR	BVAL	Difference
Max Drawdown Largest peak-to-trough decline	—	-6.69%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-6.69%	—
Current Drawdown Current decline from peak	—	-0.38%	—
Average Drawdown Average peak-to-trough decline	—	-0.89%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.62%	—

Volatility

Volatility by Period

	SULR	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	—	10.31%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	10.25%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	10.25%	—

SULR vs. BVAL - Expense Ratio Comparison

SULR has a 0.79% expense ratio, which is higher than BVAL's 0.24% expense ratio.

Dividends

SULR vs. BVAL - Dividend Comparison

SULR has not paid dividends to shareholders, while BVAL's dividend yield for the trailing twelve months is around 1.32%.

Position	TTM	2025	2024	2023	2022	2021
BVAL Bluemonte Large Cap Value ETF	1.32%	0.73%	0.00%	0.00%	0.00%	0.00%
SULR SmartETFs Sustainable Energy II ETF	0.00%	0.00%	0.00%	0.46%	0.28%	2.62%

Frequently Asked Questions

Which ETF is better, SULR 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, SULR or BVAL?

BVAL is cheaper with a 0.24% expense ratio, compared with 0.79% for SULR.

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

BVAL has the higher dividend yield at 1.32%, compared with 0.00% for SULR.

What is the main difference between SULR and BVAL?

SULR is categorized as Actively Managed, while BVAL is Large Cap Value Equities. They also come from different issuers: Guinness Atkinson and Bluemonte. Their fees differ too: 0.79% for SULR and 0.24% for BVAL.