BVAL vs TOV
Comparison between BLUEMONTE LARGE CAP VALUE ETF (BVAL, ETF) and JLENS 500 JEWISH ADVOCACY U.S. ETF (TOV, ETF).
BVAL vs TOV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BVAL
$268M
TOV
$268M
Expense Ratio
BVAL
0.24%
Winner
TOV
0.18%
Max Drawdown
BVAL
37.18%
Winner
TOV
16.36%
Sharpe Ratio
BVAL
1.32
Winner
TOV
1.52
5Y Beta
Winner
BVAL
0.74
TOV
0.96
P/E Ratio
BVAL
N/A
TOV
28.69
Forward P/E
BVAL
N/A
TOV
21.63
PEG Ratio
BVAL
N/A
TOV
0.37
5Y EPS CAGR
BVAL
N/A
TOV
28.32%
Debt to Equity
BVAL
N/A
TOV
47.00%
P/S Ratio
BVAL
N/A
TOV
3.59
P/B Ratio
BVAL
N/A
TOV
5.55
BVAL vs TOV - Holdings Comparison
BVAL and TOV have 48 common holdings. Overlap is 0.00%
BVAL's top 25 holdings weight is 99.84%. TOV's top 25 holdings weight is 49.51%.
| Rank | BVAL | TOV |
|---|---|---|
| #1 | SPDR® PORTFOLIO S&P 500 VALUE ETF (SPYV) - 34.35% | NVIDIA CORP (NVDA) - 7.79% |
| #2 | SCHWAB US LARGE-CAP VALUE ETF„¢ (SCHV) - 29.29% | APPLE INC (AAPL) - 6.62% |
| #3 | VANGUARD RUSSELL 1000 VALUE ETF (VONV) - 19.58% | ALPHABET INC CLASS A (GOOGL) - 5.60% |
| #4 | SPDR® PORTFOLIO S&P 500® ETF (SPLG) - 15.63% | MICROSOFT CORP (MSFT) - 4.75% |
| #5 | CASH (n/a) - 0.91% | AMAZON.COM INC (AMZN) - 3.70% |
| #6 | INVESCO RAFI US 1000 ETF (PRF) - 0.05% | BROADCOM INC (AVGO) - 2.82% |
| #7 | THE GOLDMAN SACHS GROUP INC (GS) - 0.01% | META PLATFORMS INC CLASS A (META) - 2.00% |
| #8 | ISHARES CORE S&P 500 ETF (IVV) - 0.01% | TESLA INC (TSLA) - 1.74% |
| #9 | THE HOME DEPOT INC (HD) - 0.01% | MICRON TECHNOLOGY INC (MU) - 1.62% |
| #10 | ALPHABET INC CLASS A (GOOGL) - 0.00% | ELI LILLY AND CO (LLY) - 1.55% |
| #11 | AMERICAN ELECTRIC POWER CO INC (AEP) - 0.00% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.40% |
| #12 | ALTRIA GROUP INC (MO) - 0.00% | JPMORGAN CHASE & CO (JPM) - 1.35% |
| #13 | APPLIED MATERIALS INC (AMAT) - 0.00% | ADVANCED MICRO DEVICES INC (AMD) - 1.20% |
| #14 | AT&T INC (T) - 0.00% | EXXON MOBIL CORP (XOM) - 1.02% |
| #15 | AVANTIS US EQUITY ETF (AVUS) - 0.00% | WALMART INC (WMT) - 0.93% |
| #16 | AMAZON.COM INC (AMZN) - 0.00% | JOHNSON & JOHNSON (JNJ) - 0.92% |
| #17 | BANK OF AMERICA CORP (BAC) - 0.00% | VISA INC CLASS A (V) - 0.87% |
| #18 | ALLIANZIM US LRG CP 6M BFR10 JUN/DEC ETF (SIXD) - 0.00% | CISCO SYSTEMS INC (CSCO) - 0.79% |
| #19 | BP PLC ADR (BP) - 0.00% | INTEL CORP (INTC) - 0.74% |
| #20 | BROADCOM INC (AVGO) - 0.00% | COSTCO WHOLESALE CORP (COST) - 0.73% |
| #21 | CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) - 0.00% | THE WALT DISNEY CO (DIS) - 0.28% |
| #22 | CAPITAL GROUP GROWTH ETF (CGGR) - 0.00% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.28% |
| #23 | CAPITAL GROUP INTERNATIONAL FOCUS EQ ETF (CGXU) - 0.00% | SALESFORCE INC (CRM) - 0.27% |
| #24 | APPLE INC (AAPL) - 0.00% | ABBOTT LABORATORIES (ABT) - 0.27% |
| #25 | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF (CGNG) - 0.00% | AT&T INC (T) - 0.27% |
| Total Holdings | 200 | 458 |
BVAL vs TOV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BVAL
+4.21%
TOV
+2.16%
3M
BVAL
+11.07%
Winner
TOV
+13.22%
6M
Winner
BVAL
+12.75%
TOV
+11.39%
1Y
BVAL
+25.92%
Winner
TOV
+26.55%
5Y(CAGR)
BVAL
+12.20%
TOV
N/A
10Y(CAGR)
BVAL
+9.18%
TOV
N/A
Max(CAGR)
BVAL
+9.18%
Winner
TOV
+22.80%
BVAL vs TOV - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | BVAL | TOV |
|---|---|---|
| 2026 | +12.41% | +10.84% |
| 2025 | +11.37% | +17.48% |
| 2020 | -10.34% | N/A |
| 2019 | +27.16% | N/A |
| 2018 | -9.48% | N/A |
| 2017 | +6.96% | N/A |
BVAL vs TOV Drawdown Comparison
The maximum drawdown for BVAL was -37.18%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
The maximum drawdown for TOV was -16.28%, occurring on Apr 8, 2025. Recovery took 54 trading sessions.
The current TOV drawdown is -0.84%.
| Rank | BVAL | TOV |
|---|---|---|
| #1 | -37.18% Feb 12, 2020 - Jun 23, 2025 | -16.28% Feb 28, 2025 - May 16, 2025 |
| #2 | -15.50% Jan 26, 2018 - Apr 26, 2019 | -8.89% Jan 28, 2026 - Apr 14, 2026 |
| #3 | -6.69% Feb 26, 2026 - Apr 17, 2026 | -5.39% Oct 31, 2025 - Dec 24, 2025 |
| #4 | -6.25% Apr 30, 2019 - Jun 18, 2019 | -4.40% Jun 2, 2026 - Jun 10, 2026 |
| #5 | -6.19% Aug 8, 2017 - Nov 29, 2017 | -2.90% Oct 8, 2025 - Oct 24, 2025 |
| #6 | -6.05% Jul 29, 2019 - Oct 28, 2019 | -2.76% May 14, 2026 - May 28, 2026 |
| #7 | -3.96% Nov 12, 2025 - Nov 28, 2025 | -2.59% Jan 12, 2026 - Jan 28, 2026 |
| #8 | -3.89% Jan 17, 2020 - Feb 12, 2020 | -2.51% May 19, 2025 - Jun 3, 2025 |
| #9 | -2.79% Jul 25, 2025 - Aug 13, 2025 | -2.25% Jul 28, 2025 - Aug 8, 2025 |
| #10 | -2.71% Oct 6, 2025 - Oct 23, 2025 | -1.57% Aug 14, 2025 - Aug 27, 2025 |
| #11 | -2.30% Jun 4, 2026 - Jun 12, 2026 | -1.40% Sep 22, 2025 - Oct 1, 2025 |
| #12 | -2.24% Oct 27, 2025 - Nov 12, 2025 | -1.35% Aug 28, 2025 - Sep 4, 2025 |
| #13 | -1.88% Nov 27, 2019 - Dec 6, 2019 | -1.34% Dec 24, 2025 - Jan 6, 2026 |
| #14 | -1.72% Jun 19, 2017 - Jun 27, 2017 | -1.13% Jun 12, 2025 - Jun 24, 2025 |
| #15 | -1.63% Jan 15, 2026 - Jan 29, 2026 | -1.10% Oct 28, 2025 - Oct 31, 2025 |
Correlation
Correlation between BVAL and TOV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2017 - 2026)
BVAL vs TOV dividend yield comparison.
| Year | BVAL | TOV |
|---|---|---|
| 2026 | 0.31% | 0.21% |
| 2025 | 0.73% | 0.76% |
| 2019 | 1.17% | 0.00% |
| 2018 | 1.85% | 0.00% |
| 2017 | 0.80% | 0.00% |
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