BVAL vs VGHY
Comparison between BLUEMONTE LARGE CAP VALUE ETF (BVAL, ETF) and VANGUARD HIGH-YIELD ACTIVE ETF ETF SHARES (VGHY, ETF).
BVAL vs VGHY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BVAL
$268M
VGHY
$268M
Expense Ratio
BVAL
0.24%
Winner
VGHY
0.22%
Max Drawdown
BVAL
37.18%
Winner
VGHY
3.08%
Sharpe Ratio
Winner
BVAL
1.32
VGHY
0.25
5Y Beta
BVAL
0.74
Winner
VGHY
0.20
BVAL vs VGHY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BVAL
+4.21%
VGHY
+1.15%
3M
Winner
BVAL
+11.07%
VGHY
+2.08%
6M
Winner
BVAL
+12.75%
VGHY
+2.63%
1Y
BVAL
+25.92%
VGHY
N/A
5Y(CAGR)
BVAL
+12.20%
VGHY
N/A
10Y(CAGR)
BVAL
+9.18%
VGHY
N/A
Max(CAGR)
Winner
BVAL
+9.18%
VGHY
+4.89%
BVAL vs VGHY - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | BVAL | VGHY |
|---|---|---|
| 2026 | +12.41% | +1.80% |
| 2025 | +11.37% | +1.80% |
| 2020 | -10.34% | N/A |
| 2019 | +27.16% | N/A |
| 2018 | -9.48% | N/A |
| 2017 | +6.96% | N/A |
BVAL vs VGHY Drawdown Comparison
The maximum drawdown for BVAL was -37.18%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
The maximum drawdown for VGHY was -2.66%, occurring on Mar 27, 2026. Recovery took 33 trading sessions.
| Rank | BVAL | VGHY |
|---|---|---|
| #1 | -37.18% Feb 12, 2020 - Jun 23, 2025 | -2.66% Feb 20, 2026 - Apr 9, 2026 |
| #2 | -15.50% Jan 26, 2018 - Apr 26, 2019 | -1.36% Apr 17, 2026 - Jun 15, 2026 |
| #3 | -6.69% Feb 26, 2026 - Apr 17, 2026 | -1.25% Dec 10, 2025 - Dec 18, 2025 |
| #4 | -6.25% Apr 30, 2019 - Jun 18, 2019 | -1.06% Oct 2, 2025 - Oct 24, 2025 |
| #5 | -6.19% Aug 8, 2017 - Nov 29, 2017 | -1.01% Oct 27, 2025 - Nov 25, 2025 |
| #6 | -6.05% Jul 29, 2019 - Oct 28, 2019 | -0.51% Feb 9, 2026 - Feb 18, 2026 |
| #7 | -3.96% Nov 12, 2025 - Nov 28, 2025 | -0.46% Dec 4, 2025 - Dec 10, 2025 |
| #8 | -3.89% Jan 17, 2020 - Feb 12, 2020 | -0.46% Sep 18, 2025 - Oct 2, 2025 |
| #9 | -2.79% Jul 25, 2025 - Aug 13, 2025 | -0.34% Jan 12, 2026 - Jan 22, 2026 |
| #10 | -2.71% Oct 6, 2025 - Oct 23, 2025 | -0.32% Jan 22, 2026 - Feb 6, 2026 |
| #11 | -2.30% Jun 4, 2026 - Jun 12, 2026 | -0.32% Apr 9, 2026 - Apr 14, 2026 |
| #12 | -2.24% Oct 27, 2025 - Nov 12, 2025 | -0.23% Dec 22, 2025 - Dec 24, 2025 |
| #13 | -1.88% Nov 27, 2019 - Dec 6, 2019 | -0.20% Jan 5, 2026 - Jan 9, 2026 |
| #14 | -1.72% Jun 19, 2017 - Jun 27, 2017 | -0.13% Feb 18, 2026 - Feb 20, 2026 |
| #15 | -1.63% Jan 15, 2026 - Jan 29, 2026 | -0.09% Nov 28, 2025 - Dec 2, 2025 |
Correlation
Correlation between BVAL and VGHY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2017 - 2026)
BVAL vs VGHY dividend yield comparison.
| Year | BVAL | VGHY |
|---|---|---|
| 2026 | 0.31% | 2.47% |
| 2025 | 0.73% | 1.49% |
| 2019 | 1.17% | 0.00% |
| 2018 | 1.85% | 0.00% |
| 2017 | 0.80% | 0.00% |
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