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