BVAL vs VOO
BVAL vs VOO
Bluemonte Large Cap Value ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. BVAL delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BVAL | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.24% | 0.03% | |
| AUM | - | $979.0B | |
| Dividend Yield | - | 1.09% | |
| Holdings | 5 | 509 | |
| YTD Return | +15.58% | +13.80% | |
| 1Y Return | +25.95% | +23.71% | |
| 3Y Return (annualized) | - | +21.50% | |
| 5Y Return (annualized) | - | +13.44% | |
| Volatility (annualized) | 8.8% | 14.1% | |
| Max Drawdown | -6.7% | -34.3% | |
| Fund Family | Bluemonte Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 20, 2025 | Sep 7, 2010 |
BVAL vs VOO Performance
Bluemonte Large Cap Value ETF (BVAL) is a ETF from Bluemonte Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BVAL returned +25.95% while VOO returned +23.71%. Year to date, BVAL is up 15.58% versus a gain of 13.80% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 8.8% for BVAL. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -6.7% for BVAL and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BVAL charges 0.24% per year while VOO charges 0.03%. On a $10,000 position that is $24 vs $3 annually, a gap of $21 per year that compounds over a long holding period.
Holdings Overlap
BVAL and VOO share 0 holdings out of 509 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BVAL or VOO?
BVAL has an expense ratio of 0.24% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $21 per year of difference.
Which performed better, BVAL or VOO?
Over the past year BVAL returned +25.95% vs +23.71% for VOO, so BVAL leads on 1-year performance. Over the longest common window we track (1 years), BVAL annualized +25.87% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, BVAL or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 8.8% for BVAL. Worst drawdown: BVAL -6.7% vs VOO -34.3%.
Should I hold both BVAL and VOO?
BVAL and VOO have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BVAL and VOO?
BVAL and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 509 unique securities.
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