BVAL vs RWX
Comparison between BLUEMONTE LARGE CAP VALUE ETF (BVAL, ETF) and STATE STREET(R) SPDR(R) DOW JONES(R) INTERNATIONAL REAL ESTATE ETF (RWX, ETF).
5-Year PerformanceBVAL has outperformed RWX, delivering a return of +12.0% compared to -1.8%
BVAL vs RWX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BVAL vs RWX - Historical Returns
Returns include dividend reinvestment.
BVAL vs RWX - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | BVAL | RWX |
|---|---|---|
| 2026 | +12.57% | -0.32% |
| 2025 | +11.37% | +26.72% |
| 2024 | N/A | -10.90% |
| 2023 | N/A | +5.30% |
| 2022 | N/A | -21.93% |
| 2021 | N/A | +10.57% |
| 2020 | -10.34% | -9.19% |
| 2019 | +27.16% | +19.88% |
| 2018 | -9.48% | -8.76% |
| 2017 | +6.96% | +15.39% |
| 2016 | N/A | +1.22% |
| 2015 | N/A | -3.04% |
| 2014 | N/A | +6.35% |
| 2013 | N/A | +2.94% |
| 2012 | N/A | +35.75% |
| 2011 | N/A | -15.81% |
| 2010 | N/A | +19.51% |
| 2009 | N/A | +31.88% |
| 2008 | N/A | -50.50% |
| 2007 | N/A | -7.23% |
| 2006 | N/A | +4.32% |
BVAL vs RWX Drawdown Comparison
The maximum drawdown for BVAL was -37.18%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
The maximum drawdown for RWX was -73.65%, occurring on Mar 9, 2009. Recovery took 2694 trading sessions.
The current BVAL drawdown is -0.48%. The current RWX drawdown is -11.43%.
| Rank | BVAL | RWX |
|---|---|---|
| #1 | -37.18% Feb 12, 2020 - Jun 23, 2025 | -73.65% May 7, 2007 - Jan 17, 2018 |
| #2 | -15.50% Jan 26, 2018 - Apr 26, 2019 | -43.37% Feb 14, 2020 - Jun 7, 2021 |
| #3 | -6.69% Feb 26, 2026 - Apr 17, 2026 | -35.89% Aug 5, 2021 - Oct 14, 2022 |
| #4 | -6.25% Apr 30, 2019 - Jun 18, 2019 | -13.95% Jan 26, 2018 - Sep 26, 2019 |
| #5 | -6.19% Aug 8, 2017 - Nov 29, 2017 | -10.03% Feb 23, 2007 - Apr 16, 2007 |
| #6 | -6.05% Jul 29, 2019 - Oct 28, 2019 | -4.52% Jun 10, 2021 - Aug 5, 2021 |
| #7 | -3.96% Nov 12, 2025 - Nov 28, 2025 | -3.52% Nov 1, 2019 - Dec 27, 2019 |
| #8 | -3.89% Jan 17, 2020 - Feb 12, 2020 | -2.80% Dec 29, 2006 - Jan 22, 2007 |
| #9 | -2.79% Jul 25, 2025 - Aug 13, 2025 | -1.66% Apr 16, 2007 - May 2, 2007 |
| #10 | -2.71% Oct 6, 2025 - Oct 23, 2025 | -1.27% Jan 24, 2020 - Feb 14, 2020 |
| #11 | -2.30% Jun 4, 2026 - Jun 12, 2026 | -1.21% Sep 30, 2019 - Oct 4, 2019 |
| #12 | -2.24% Oct 27, 2025 - Nov 12, 2025 | -1.21% Jan 24, 2007 - Feb 1, 2007 |
| #13 | -1.88% Nov 27, 2019 - Dec 6, 2019 | -1.16% Jan 6, 2020 - Jan 16, 2020 |
| #14 | -1.72% Jun 19, 2017 - Jun 27, 2017 | -0.82% Feb 7, 2007 - Feb 14, 2007 |
| #15 | -1.63% Jan 15, 2026 - Jan 29, 2026 | -0.80% Oct 21, 2019 - Nov 1, 2019 |
Correlation
Correlation between BVAL and RWX is 0.28 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2007 - 2026)
BVAL vs RWX dividend yield comparison.
| Year | BVAL | RWX |
|---|---|---|
| 2026 | 0.67% | 1.87% |
| 2025 | 0.73% | 3.65% |
| 2024 | 0.00% | 4.32% |
| 2023 | 0.00% | 3.90% |
| 2022 | 0.00% | 4.05% |
| 2021 | 0.00% | 4.62% |
| 2020 | 0.00% | 2.92% |
| 2019 | 1.17% | 8.94% |
| 2018 | 1.85% | 5.28% |
| 2017 | 0.80% | 2.77% |
| 2016 | 0.00% | 8.74% |
| 2015 | 0.00% | 2.94% |
| 2014 | 0.00% | 3.43% |
| 2013 | 0.00% | 4.54% |
| 2012 | 0.00% | 6.58% |
| 2011 | 0.00% | 4.24% |
| 2010 | 0.00% | 8.69% |
| 2009 | 0.00% | 4.81% |
| 2008 | 0.00% | 5.66% |
| 2007 | 0.00% | 3.16% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks