I've done my best here to make sense of a very complicated subject. I've worn out my antenna books, argued with AI, googled until my eyes hurt and read 30 or more ferrite core datasheets, I feel like I know less now than I did five hours ago! go figure.. I dont care if I never see another balun again!! :-)

Antenna design, along with RF transformer and choke design, looks simple at first glance. The reality is very different. Part of the problem is that a lot of what you can buy has no markings at all, or is sealed in black resin, so you're left guessing what's inside. That's what this guide is for: working out what you've got using a NanoVNA and a few bits from the bench.

I'm sure I've got some things wrong or over-simplified them. If you have deep and meaningful knowledge of antennas or RF transformers and chokes, I'd love your input. What I've taken away from researching this is that "every day is a school day!"

Gaz

What you need

This guide identifies an unknown balun or unun using basic bench gear and a NanoVNA: the core, the turns, the ratio, whether it is a voltage or current type, and the wire.

  • NanoVNA (or any VNA) with SMA cables and a 50 Ω calibration kit
  • Digital calipers for the core size and wire diameter
  • Oscilloscope and a signal source at about 1 MHz
  • Non-inductive resistors: 50 Ω, 100 Ω, plus the load values in the ratio table further down
  • A dummy load rated for the power you want to test at
  • Multimeter with a continuity buzzer

Safety first

RF at power can burn skin and damage a NanoVNA, so test at low level first and only step up into a dummy load.

  • Never touch the unit or the load while transmitting.
  • Disconnect the NanoVNA before any transmitter is connected. RF power can destroy its input.
  • A dummy load runs hot. Let it cool and keep it on a heatproof surface.
  • The high side of a 49:1 or 64:1 carries high voltage: 100 W into 2450 Ω is about 500 V RMS, so keep fingers and loose leads away.
  • Use a transmitter only for the power test (check 9), and only into the dummy load.

Test jig and NanoVNA calibration

Short leads and a proper calibration matter most at high impedance, so build a jig and calibrate before you test any unit.

  1. Build a jig: an SMA or BNC connector with binding posts for the unit's terminals, with the leads as short as possible.
  2. Calibrate at the end of the cable, using open, short and load (plus through for loss) over 1-30 MHz.
  3. Use the same cable and jig for every unit, and recalibrate if you change the sweep range.
  4. Check the calibration on a known 50 Ω resistor. It should read very close to 50 Ω.
  5. Treat NanoVNA readings above a few hundred ohms as approximate and confirm them by counting turns.
  6. Make load resistors from several low-inductance resistors in series or parallel, for example 4 × 51 Ω for about 200 Ω.

Plain-English glossary

A balun joins a balanced circuit (like a dipole) to an unbalanced one (like coax). An unun joins two unbalanced circuits. Either can also change impedance.

TermMeaning
BalunBalanced to unbalanced, e.g. dipole to coax
UnunUnbalanced to unbalanced, e.g. end-fed wire to coax
RatioHow far it steps impedance, e.g. 4:1 turns 200 Ω into 50 Ω
Voltage type (Ruthroff)Forces equal voltage on both output terminals
Current type (Guanella)Forces equal current in both output terminals; transmission-line windings
Common-mode chokeBlocks stray current flowing on the outside of the coax

In this guide the input is the coax side, with one signal wire and a shield, and the output is the side with two terminals that go to the antenna wires. I label the two output terminals A and B.

Ratio and turns table

Impedance ratio is the turns ratio squared, so a 2:1 turns ratio gives a 4:1 impedance ratio.

Impedance ratioTurns ratioHigh-side load for a 50 Ω inputLow-side reading with 50 Ω on the high side
1:11:150 Ω50 Ω
4:12:1200 Ω12.5 Ω
9:13:1450 Ω5.6 Ω
16:14:1800 Ω3.1 Ω
49:17:12450 Ω1 Ω
64:18:13200 Ω0.8 Ω

The NanoVNA is least accurate at the extremes, so confirm 49:1 and 64:1 by counting turns. Some transmission-line 4:1 and 9:1 types get their ratio from how the wires are connected, not from the turns count.

Impedance ratio is the turns ratio squaredTop row: high-impedance side. Bottom row: low side.One block is one turn, in relative terms.ImpedanceTurns, high : lowLoad for a 50 Ω input1:11 : 150 Ω4:12 : 1200 Ω9:13 : 1450 Ω16:14 : 1800 Ω49:17 : 12450 Ω64:18 : 13200 Ω

Relative turns for each ratio. The high-impedance side always has more turns.

What each ratio is used for

RatioTypical use
1:1Feedline choke, or dipole to coax
4:1Folded dipoles and loops (about 200 Ω)
9:1Random-wire antennas (about 450 Ω)
49:1 and 64:1End-fed half-wave wires (high-impedance feedpoint)

Winding types

Winding style is a clue, not proof. The same twisted pair can be wired as a voltage or a current type, so confirm it with the proof test further down.

What you seeLikely typeNotes
One coil with an extra tap wireVoltage, autotransformerBeep test shows a DC path
Two separate windingsVoltage, two-winding transformerBeep test shows no DC path
Two wires wound side by side or twistedVoltage or currentDepends on how the ends are connected
Thick coax cable through the coreCurrent, coax chokeCheck the cable print or measure its diameter
Winding style is a clue to the type, not prooftap wireTapped coilOne winding, extra leadBeep test: DC pathOften an ununTwo wires side by sideTwo colours, wound togetherBeep test: depends on wiringVoltage or current typeCoax through the coreThick cable, a few turnsCheck the cable printUsually a current choke

Three common ways a toroid is wound.

The 10 lab checks

Run these in order and write each reading down in the results sheet at the end.

Check 1: Look at it

Note the core size and colour, the wire layout (twisted, side by side, coax) and the connectors.

Check 2: Count the turns

Count how many times each wire passes through the core hole. Each pass through the hole is one turn.

Count the passes through the centre hole, not the outside123How to count turnsCount each pass through the centre hole.One pass through the hole is one turn.Wire on the outside is part of the same turn.Example: three passes means three turnsCount each winding separately.a pass through the hole

Count the passes through the centre hole, not the wire on the outside.

Check 3: Beep test

A DC path between input and output means an unun or autotransformer. No path means the sides are isolated.

A beep between input and output means a shared windingShared connectionNo shared connectionUnitIn 1In 2Out 1Out 2Multimeter on continuityBeep: there is a DC pathAutotransformer or ununUnitIn 1In 2Out 1Out 2Multimeter on continuityNo beep: no DC pathIsolated windings

A beep between an input and an output terminal means they share a winding.

Check 4: Find the ratio

Put a 50 Ω resistor on one side and read the impedance of the other side with the NanoVNA at 7 MHz, then swap sides and repeat. Compare the readings with this table.

You readRatio
50 Ω both ways1:1
200 Ω or 12.5 Ω4:1
450 Ω or 5.6 Ω9:1
800 Ω or 3.1 Ω16:1
2450 Ω or 1 Ω49:1
3200 Ω or 0.8 Ω64:1
Terminate one side with a resistor, read the other sidelow sidehigh sideNanoVNAreads impedanceat 7 MHzexpect about 50 ΩUnit under testbalun or ununshort leadsLoad resistor200 Ω for a 4:1(50 Ω × the ratio)non-inductive type1. Calibrate the NanoVNA at the end of its cable2. Fit the load resistor to the high side3. Read the low side at 7 MHz, then swap the sides and repeat

With the matched load on the high side, the NanoVNA should read about 50 Ω at the low side.

Check 5: Check the ratio by voltage

Feed in about 1 MHz and compare the input and output voltages on the scope. Square the voltage ratio to get the impedance ratio.

Check 6: Measure insertion loss

Sweep 1.8-30 MHz through the unit into the matched load. Over 0.5 dB of loss is poor. One caveat: a 200 Ω load going into a 50 Ω NanoVNA port is not a perfect loss measurement, so treat the number as a good rough check rather than a lab figure.

Loss test: sweep through the unit and read what comes outNanoVNA CH0sends the sweepUnit under testbalun or ununMatched load50 Ω × the ratioNanoVNA CH1reads what arrives1. Calibrate first, with the through connected2. Sweep 1.8-30 MHz and read the loss on the CH1 trace3. A flat trace with under 0.5 dB loss is good

Sweep through the unit and read what comes out on the second port.

Check 7: Measure SWR

Use the same sweep. Under 1.5:1 is good, and a sharp rise shows where the bandwidth runs out.

A good sweep is flat in the middle and rises at both endsSketch of a typical sweep, not measuredMore lossLess lossUsable band1.8 MHzFrequency30 MHzLow end: too few turnsFix: more turns or a higher-permeability coreHigh end: leakage or resonanceFix: shorter leads, tighter winding

What a good sweep looks like, and what a low-end or high-end rise means.

Check 8: Find the low-frequency limit

Leave the output open and read the input impedance. The higher it stays at low frequencies, the better the unit works down there. If you want the leakage inductance too, short the output and measure again.

Open and short tests on the output show core and leakageOutput openOutput shortedNanoVNAUnitReads the magnetising inductanceHigher means better at low frequenciesNanoVNAUnitReads the leakage inductanceLower means better at high frequenciesThe open test is one of the 10 checks; the short test is optional.

Open and short tests on the output show the core and the leakage.

Check 9: Test the heat

Run rated power into the dummy load for 5 minutes. The core should stay barely warm.

Power test: transmitter into the dummy load, then check the coreTransmitterstart at low powerPower meterreads power and SWRUnit under testcheck the core heatDummy loadgets hot, let it cool1. Disconnect the NanoVNA before connecting the transmitter2. Start at low power, then step up to the rated power3. Run 5 minutes, then check the core: barely warm is good

Power test: transmitter into the dummy load, then check the core.

Check 10: Test the balance (baluns only)

Measure each output terminal to ground. The amplitudes should match and be opposite in phase.

A good balun gives two equal traces in opposite phaseBalunprobe on Aprobe on BProbe each output terminal to groundand feed in about 1 MHzTerminal ATerminal BGood balance: equal height, opposite phase (180°)A fault shows as unequal height or a different phase

A good balun gives two equal traces in opposite phase.

Voltage or current: the proof test

Putting different resistors on the two output terminals shows whether the balun keeps the current equal or the voltage equal.

  • Input side: where the coax connects. It has one signal wire plus the shield, so it is called unbalanced.
  • Output side: the two terminals that go to the antenna wires. This side is called balanced. Call the two terminals A and B.
  • Ground: the coax shield on the input side. Connect both resistors to it.
  • Signal source: a signal generator, or the NanoVNA output, at about 1 MHz.
  1. Connect a 50 Ω resistor from output terminal A to ground and a 100 Ω resistor from output terminal B to ground.
  2. Connect the signal source to the input (the coax side) at about 1 MHz and a low level.
  3. Measure the voltage from terminal A to ground, then from terminal B to ground, with the scope.
  4. Work out each terminal's current as its voltage divided by its resistor value.
Different resistors on the two outputs show which stays equalSignal sourceabout 1 MHzcoaxBalun under testTerminal ATerminal B50 Ω100 ΩgroundInput sidewhere the coax connects (unbalanced)Output sidetwo terminals for the antenna wires (balanced)Measure the voltage from each output terminal to ground. Current is that voltage divided by its resistor.Current typeEqual current at A and B; voltages differVoltageCurrentABABVoltage typeEqual voltage at A and B; currents differVoltageCurrentABABBars show relative size, not measured values.

Different resistors on the two output terminals show which quantity stays equal.

TypeVoltages at A and BCurrents at A and B
Current (Guanella)Different; higher at B (100 Ω)Equal
Voltage (Ruthroff)EqualDifferent; higher at A (50 Ω)

A common-mode impedance above 1 kΩ also points to a current type: tie both input terminals together, tie both output terminals together, and measure between the two pairs.

Common-mode test: tie each side together, measure betweenUnit under testNanoVNAinputs tiedoutputs tiedreturn leadAbove 1 kΩ points to a current typeA low reading points to a voltage type

Common-mode test: tie each side together and measure between the two pairs.

A low reading means the unit does little to block stray current on the coax.

Potted or unmarked units

A potted unit with no markings can still be identified from its terminals alone. Map them, then use measured inductance and the same electrical tests to find the turns, ratio and type.

Inductance across each winding gives the turns ratioPotted unitABCDWinding 1L1 across A and BWinding 2L2 across C and DTurns ratio = √(L1 ÷ L2)Example: L1 four times L2 means 2:1 turns, so 4:1 impedance

Inductance across each winding gives the turns ratio.

  1. Record its size and weight. The core is smaller than the resin block, so the block gives an upper limit.
  2. Map the terminals. Beep every pair with the multimeter, mark the pairs that connect, and note each pair's resistance. A shared terminal means an autotransformer; separate pairs mean separate windings.
  3. Measure the inductance of each winding at 1 MHz with the other windings open. Inductance rises with turns squared, so the turns ratio is the square root of the inductance ratio.
  4. Short one winding and measure another. A large drop means the windings are tightly coupled; little change means they are not.
  5. Confirm the ratio with resistors, as in check 4.
  6. Sweep insertion loss and SWR from 1.8-30 MHz. A self-resonance dip marks the top of the usable range.
  7. Run the proof test and the common-mode test to decide between a voltage and a current type.
  8. Prove the power rating by test only: step up the power into a dummy load and check the heat at each step.

Cutting or stripping the resin destroys the unit, so treat it as a last resort.

ReadingWhat it tells you
DC path between terminalsThose terminals share a winding
Inductance ratio between two windingsTurns ratio is its square root
High open-circuit inductance at 1.8 MHzEnough core and turns for the low bands
Loss rising steadily with frequencyA ferrite core is likely
Self-resonance dipUpper limit of the usable band

Which type is it?

Three tests sort any unit: the beep test splits autotransformers from isolated windings, the proof test gives voltage or current type, and the terminated reading gives the ratio.

Three tests sort any unit by winding, type and ratioBeep every terminal pairDC path between input and output?yesnoAutotransformer or ununShared windingIsolated windingsSeparate windingsProof testDifferent resistors on the two output terminalsCurrents equal: current typeVoltages equal: voltage typeRatio: terminate and read (check 4)

Three tests sort any unit by winding, type and ratio.

Wire gauges

Wire gauge follows power level and insulation needs. The figures below are rough guides, and the core size matters as much as the wire.

UseTypical wireNotes
QRP, up to 10 W22-26 AWG (0.4-0.65 mm)Enamelled copper is fine
Up to about 100 W18-20 AWG (0.8-1.0 mm)Most common for 1:1, 4:1, 9:1
200 W to 1 kW14-16 AWG (1.3-1.6 mm)PTFE insulated, large core such as FT-240
49:1 and 64:1 end-fed18-22 AWGOften on an FT-140 or FT-240 core for 100-200 W
Coax-wound chokesRG-316 up to 100 W; RG-142 or RG-400 up to 1 kWUse PTFE coax; RG-58 only for low power

On one unit, the low-impedance winding carries the most current and takes the thicker wire. The high-impedance winding carries little current but high voltage: 100 W into 2450 Ω is about 500 V RMS, so use PTFE or thick enamel insulation.

Identifying unknown wire

  1. Scrape off a short section of enamel or strip the insulation.
  2. Measure the bare copper with calipers or a micrometer.
  3. Match it to the table below.
AWGDiameter (mm)
141.63
161.29
181.02
200.81
220.64
240.51
260.40

For coax, read the print on the jacket. If it is blank, measure the outer diameter: RG-316 is about 2.5 mm, while RG-142 and RG-58 are both about 5 mm. Those two look alike, so the white PTFE insulation under the jacket is the giveaway for RG-142.

Measure the bare wire; thick wire goes on the low sideMeasure the bare wireWhich winding gets the thicker wireEnamel: scrape off a short bitBare copper: measure hereMatch the diameter to the AWG tableExample: 1.02 mm is 18 AWG, 0.81 mm is 20 AWGUnitLow-impedance sidethicker wire, most currentHigh-impedance sidethinner wire, high voltage

Measure the bare wire, and put the thicker wire on the low-impedance winding.

Core identification

Measure the core to get its size, then measure inductance to work out its mix. Take AL values from the manufacturer's datasheet for that size and mix.

Three caliper readings identify the core sizeTop viewSide viewOuter diameter (OD)IDHeightWidth is the ODMeasure the bare core if you canID is measured across the holeExample: 35.5 mm OD is an FT-140

Three caliper readings identify the core size.

DesignationOuter diameter
FT-5012.7 mm (0.5 in)
FT-8221 mm (0.82 in)
FT-11429 mm (1.14 in)
FT-14035.5 mm (1.4 in)
FT-24061 mm (2.4 in)

The T-xx powdered iron cores follow the same inch-based sizing (T-50 is 0.5 in).

  1. Colour: powdered iron cores are painted (red is mix 2, yellow is mix 6). Ferrite cores are usually dull grey or black with no code, so identify their mix by measurement.
  2. Ten-turn inductance test: wind exactly 10 turns of insulated wire (about 0.8 mm, 20 AWG) on the bare core, spaced evenly round it. Measure the inductance with the NanoVNA (open the other end, use a short lead). AL = L in nH divided by 100, because 10 turns squared is 100. Compare AL with the manufacturer's datasheet (Fair-Rite for ferrite, Micrometals or Amidon for powdered iron). For example an FT-140-43 is roughly 885 nH per turn squared and an FT-140-61 roughly 140.
  3. Frequency caveat: datasheet AL is measured at low frequency (about 10 kHz) and ferrite loses permeability as frequency rises, so at 1 MHz the NanoVNA will often read lower than the datasheet. Use the result to tell the mixes apart (43 reads far higher than 61), not to match the exact number.
  4. Frequency sweep: measure Ls and Rs at 1, 3.5, 10 and 30 MHz. Powdered iron shows flat Ls and low Rs. Ferrite shows Ls falling and Rs rising, and the frequency where Rs climbs separates mix 43, 61 and 31.

Results record sheet

Fill in one row per check for each unit you test.

CheckWhat to recordReadingPass or fail
1. VisualCore size, colour, winding layout  
2. TurnsTurns on each winding  
3. Beep testDC path yes or no  
4. Ratio (impedance)Reading both ways at 7 MHz, ratio found  
5. Ratio (voltage)Vin, Vout, squared ratio  
6. Insertion lossdB at 1.8, 7, 14, 30 MHz  
7. SWRWorst SWR and where  
8. Low-frequency limitOpen-circuit input impedance at 1.8 MHz  
9. HeatCore temperature after 5 min at rated power  
10. BalanceTerminal amplitudes and phase difference  
Proof testEqual voltages or equal currents  
WireGauge and insulation  
Core mixAL and best-match mix  

Pass or fail and troubleshooting

A good unit shows insertion loss under 0.5 dB, SWR under 1.5:1 across its bands, common-mode impedance above 1 kΩ (current types), and a core that stays barely warm.

SymptomLikely causeFix
Hot core or high lossCore saturating, wrong mix, too few turnsLarger core, more turns, lower-loss mix
SWR rises at high frequenciesLeakage inductance, long leadsShorter leads, tighter winding, small compensating capacitor
Poor match at low frequenciesToo few turns or low ALMore turns or a higher-permeability core
Ratio reads wrongMiscounted turns or wrong connectionsRecount, check wiring against the ratio table
Unexpected DC pathShorted turns or shared connectionBeep-test each winding separately
Poor balanceLow common-mode impedanceMeasure common-mode impedance; add a choke