Bluemonte Large Cap Value ETF (BVAL) Research
The Bluemonte Large Cap Value ETF (BVAL) is designed to mirror the gross performance of the EQM Brand Value Index, meaning it seeks to track returns before accounting for fees and expenses. Ordinarily, at least 80% of the fund's total assets, not including any collateral held from securities lending, will be invested directly in the index's constituent securities. This index itself is composed of up to 50 publicly traded U.S. companies, selected through a proprietary analytical process that assesses the worth of their brand in comparison to their overall market capitalization.
Market snapshot
- Symbol
- BVAL
- Price
- $31.22
- Day change
- +0.71%
- Market cap
- $266.5M
- 52-week range
- 25.31-31.53
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Innovator U.S. Equity Buffer ETF (BMAR)
- AdvisorShares Focused Equity ETF (CWS)
- Neuberger Berman Small-Mid Cap ETF (NBSM)
- AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW)
- Overlay Shares Large Cap Equity ETF (OVL)
- Astoria US Equal Weight Quality Kings ETF (ROE)
- ETC 6 Meridian Low Beta Equity ETF (SIXL)
- Innovator U.S. Equity Ultra Buffer ETF (UFEB)
Open Bluemonte Large Cap Value ETF (BVAL) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.