BVAL vs IFV
Comparison between BLUEMONTE LARGE CAP VALUE ETF (BVAL, ETF) and FIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETF (IFV, ETF).
5-Year PerformanceBVAL has outperformed IFV, delivering a return of +11.8% compared to +3.9%
BVAL vs IFV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BVAL vs IFV - Holdings Comparison
BVAL and IFV have 0 common holdings. Overlap is 0.00%
BVAL's top 25 holdings weight is 99.84%. IFV's top 25 holdings weight is 99.97%.
| Rank | BVAL | IFV |
|---|---|---|
| #1 | SPDR® PORTFOLIO S&P 500 VALUE ETF (SPYV) - 34.35% | FIRST TRUST ASIAPAC EX-JPN ALPHADEX® ETF (FPA) - 22.96% |
| #2 | SCHWAB US LARGE-CAP VALUE ETF„¢ (SCHV) - 29.29% | FIRST TRUST EUROZONE ALPHADEX® ETF (FEUZ) - 19.72% |
| #3 | VANGUARD RUSSELL 1000 VALUE ETF (VONV) - 19.58% | FIRST TRUST GERMANY ALPHADEX® ETF (FGM) - 19.69% |
| #4 | SPDR® PORTFOLIO S&P 500® ETF (SPLG) - 15.63% | FIRST TRUST EUROPE ALPHADEX® ETF (FEP) - 19.54% |
| #5 | CASH (n/a) - 0.91% | FIRST TRUST CHINA ALPHADEX® ETF (FCA) - 18.06% |
| #6 | INVESCO RAFI US 1000 ETF (PRF) - 0.05% | N/A |
| #7 | THE GOLDMAN SACHS GROUP INC (GS) - 0.01% | N/A |
| #8 | ISHARES CORE S&P 500 ETF (IVV) - 0.01% | N/A |
| #9 | THE HOME DEPOT INC (HD) - 0.01% | N/A |
| #10 | ALPHABET INC CLASS A (GOOGL) - 0.00% | N/A |
| #11 | AMERICAN ELECTRIC POWER CO INC (AEP) - 0.00% | N/A |
| #12 | ALTRIA GROUP INC (MO) - 0.00% | N/A |
| #13 | APPLIED MATERIALS INC (AMAT) - 0.00% | N/A |
| #14 | AT&T INC (T) - 0.00% | N/A |
| #15 | AVANTIS US EQUITY ETF (AVUS) - 0.00% | N/A |
| #16 | AMAZON.COM INC (AMZN) - 0.00% | N/A |
| #17 | BANK OF AMERICA CORP (BAC) - 0.00% | N/A |
| #18 | ALLIANZIM US LRG CP 6M BFR10 JUN/DEC ETF (SIXD) - 0.00% | N/A |
| #19 | BP PLC ADR (BP) - 0.00% | N/A |
| #20 | BROADCOM INC (AVGO) - 0.00% | N/A |
| #21 | CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) - 0.00% | N/A |
| #22 | CAPITAL GROUP GROWTH ETF (CGGR) - 0.00% | N/A |
| #23 | CAPITAL GROUP INTERNATIONAL FOCUS EQ ETF (CGXU) - 0.00% | N/A |
| #24 | APPLE INC (AAPL) - 0.00% | N/A |
| #25 | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF (CGNG) - 0.00% | N/A |
| Total Holdings | 200 | 5 |
BVAL vs IFV - Historical Returns
Returns include dividend reinvestment.
BVAL vs IFV - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | BVAL | IFV |
|---|---|---|
| 2026 | +9.70% | +7.04% |
| 2025 | +11.37% | +32.24% |
| 2024 | N/A | +1.00% |
| 2023 | N/A | +22.61% |
| 2022 | N/A | -25.67% |
| 2021 | N/A | +4.37% |
| 2020 | -10.34% | +4.57% |
| 2019 | +27.16% | +24.45% |
| 2018 | -9.48% | -21.77% |
| 2017 | +6.96% | +30.59% |
| 2016 | N/A | -1.59% |
| 2015 | N/A | +0.43% |
| 2014 | N/A | -9.93% |
BVAL vs IFV Drawdown Comparison
The maximum drawdown for BVAL was -37.18%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
The maximum drawdown for IFV was -48.88%, occurring on Mar 18, 2020. Recovery took 740 trading sessions.
The current BVAL drawdown is -1.66%. The current IFV drawdown is -5.09%.
| Rank | BVAL | IFV |
|---|---|---|
| #1 | -37.18% Feb 12, 2020 - Jun 23, 2025 | -48.88% Jan 26, 2018 - Jan 5, 2021 |
| #2 | -15.50% Jan 26, 2018 - Apr 26, 2019 | -35.32% Jun 8, 2021 - Jun 26, 2025 |
| #3 | -6.69% Feb 26, 2026 - Apr 17, 2026 | -28.10% May 15, 2015 - May 16, 2017 |
| #4 | -6.25% Apr 30, 2019 - Jun 18, 2019 | -14.62% Jul 23, 2014 - Apr 9, 2015 |
| #5 | -6.19% Aug 8, 2017 - Nov 29, 2017 | -12.57% Feb 25, 2026 - May 6, 2026 |
| #6 | -6.05% Jul 29, 2019 - Oct 28, 2019 | -8.11% Feb 16, 2021 - May 28, 2021 |
| #7 | -3.96% Nov 12, 2025 - Nov 28, 2025 | -7.18% May 16, 2017 - Jul 19, 2017 |
| #8 | -3.89% Jan 17, 2020 - Feb 12, 2020 | -5.73% Nov 12, 2025 - Dec 19, 2025 |
| #9 | -2.79% Jul 25, 2025 - Aug 13, 2025 | -5.09% May 11, 2026 - Jun 5, 2026 |
| #10 | -2.71% Oct 6, 2025 - Oct 23, 2025 | -4.72% Jul 23, 2025 - Aug 12, 2025 |
| #11 | -2.24% Oct 27, 2025 - Nov 12, 2025 | -4.26% Jan 21, 2021 - Feb 3, 2021 |
| #12 | -1.88% Nov 27, 2019 - Dec 6, 2019 | -3.56% Aug 22, 2025 - Sep 30, 2025 |
| #13 | -1.72% Jun 19, 2017 - Jun 27, 2017 | -3.15% Nov 24, 2017 - Dec 27, 2017 |
| #14 | -1.66% Jun 4, 2026 - Jun 5, 2026 | -3.10% Aug 7, 2017 - Sep 1, 2017 |
| #15 | -1.63% Jan 15, 2026 - Jan 29, 2026 | -2.95% Oct 6, 2025 - Nov 12, 2025 |
Correlation
Correlation between BVAL and IFV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2014 - 2026)
BVAL vs IFV dividend yield comparison.
| Year | BVAL | IFV |
|---|---|---|
| 2026 | 0.32% | 0.03% |
| 2025 | 0.73% | 1.95% |
| 2024 | 0.00% | 2.31% |
| 2023 | 0.00% | 2.88% |
| 2022 | 0.00% | 3.79% |
| 2021 | 0.00% | 1.04% |
| 2020 | 0.00% | 1.53% |
| 2019 | 1.17% | 2.91% |
| 2018 | 1.85% | 1.86% |
| 2017 | 0.80% | 1.43% |
| 2016 | 0.00% | 1.10% |
| 2015 | 0.00% | 1.52% |
| 2014 | 0.00% | 0.21% |
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