BVAL ETF
Bluemonte Large Cap Value ETF
BVAL ETF Overview
BVAL ETF (Bluemonte Large Cap Value ETF) is managed by Bluemonte Investment Management with $302.7M in net assets. BVAL expense ratio is 0.23%, holding 10 positions across sectors including Financials. Inception date: 2025-06-20.
BVAL performance shows a YTD return of 10.99%. The 1-year return is 14.71%. BVAL dividend yield stands at 1.18%, paid quarterly.
BVAL top holdings include Spdr Portfolio S&p 500 Value Etf (33.4%), Schwab U.S. Large-cap Value ETF (29.4%), Vanguard Russell 1000 Value (20.8%), SPDR Portfolio Large Cap ETF (15.7%), Cash (0.8%). Go to all BVAL holdings, BVAL sectors, or BVAL dividends.
BVAL can be compared against other funds. Use BVAL overlap to find shared positions, or BVAL vs another fund for a side-by-side view. BVAL alternatives are available via the screener, along with tax-loss harvesting opportunities.