Compare · 3 funds side by side · dividends reinvested

BCDF, VTV and VUG

BCDFHorizon Kinetics×VTVVanguard×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

BCDF, VTV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.3

Horizon Kinetics Blockchain Development ETFUnsorted0.85%2.30%+10.0%+9.6%+18.2%[…]−14.0%14.8%$24M2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: BCDF 2022 · VTV 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Horizon Kinetics Blockchain Development ETF · $24M[…]

BCDF

VTV

Vanguard Morningstar Value ETF · $184B$17,585

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

BCDFMeasureVTV

+10.0%Year to dateJan 1 → Nov 6+18.5%

+9.6%1 yearTotal return+22.9%

+18.2%3 years · per year$10,000 became $16,500 · $17,687+20.9%

[…]5 years · per year$10,000 became […] · $17,585+12.0%

0.85%Expense ratio$85 · $3 a year on $10k · lower is better0.03%

2.30%Trailing 12-mo yield$230 · $187 a year on $10k1.87%

−14.0%Worst dropSmaller is better−6.4%

14.8%VolatilityLower is calmer10.7%

BCDFVTV Winner of the row, in its colourEach row: the bigger of the two fills its side

1–6VTV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BCDF vs VTV: Top 5 Holdings

Today

BCDF

32.2%in top 5

VTV

in top 515.8%

BCDFStockVTV

8.5%CBOEnot top 5

6.3%URB-A.TOnot top 5

6.1%X.TOnot top 5

5.8%DB1.DEnot top 5

5.5%NDAQnot top 5

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common1.0%

End-of-day Nov 6, 2026 · share of each fund

BCDF vs VTV Returns, Every Period

Horizon KineticsBCDF

+9.6%

past year

VTVVanguard

+22.9%

past year

BCDFVTVFaded: behind in that period

0–3VTV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Stocks: BCDF vs VTV

YTD

Horizon KineticsBCDF

+10.0%

VTVVanguard

+18.5%

+10.0%Year to date+18.5%

−14.0%Worst drop · 1Y−6.4%

14.8%Volatility · 1Y10.7%

2.3%Yield1.9%

$24.3MAssets$184B

3–1VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BCDF, VTV, VUG

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VUG0.03%$3

BCDF0.85%$85

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BCDF, VTV, VUG

2.30%highest, BCDF

FundTrailing yieldYield$10k

BCDF2.30%$230

VTV1.87%$187

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

BCDF$230 − $85 = $145

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BCDF, VTV, VUG

Today

1.9%most shared, VTV and VUG

BCDFVTVVUG

BCDF—1.0%0.1%

VTV1.0%—1.9%

VUG0.1%1.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

BCDFWorst drop−14.0%14.8% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

BCDFVTV

+10.0%Year to date+18.5%

2.3%Yield1.9%

+9.6%Past year+22.9%

0.85%Fee0.03%

3–1VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026