Compare · 2 funds side by side · dividends reinvested

BLTD and BIV

BLTDBluemonte×BIVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,092BIV · best of the two

02 / 04

BLTD and BIV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Intermediate-Term Bond ETFBonds & Cash · Core aggregate0.03%4.45%−0.7%−0.2%+5.9%+0.2%−5.4%4.3%$28.1B1.1

Bluemonte Long Term Bond ETFBonds & Cash · Core aggregate0.28%4.71%−1.6%−2.3%[…][…]−7.9%6.9%$168M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: BLTD 2025 · BIV 2007

Head to Head

Swap sides Versus in desk

Head to Head

Bluemonte Long Term Bond ETF · $168M[…]

BLTD

BIV

Vanguard Intermediate-Term Bond ETF · $28.1B$10,092

$10,000 five years ago, dividends reinvested

BLTDMeasureBIV

−1.6%Year to dateJan 1 → Nov 5−0.7%

−2.3%1 yearTotal return−0.2%

[…]3 years · per year$10,000 became […] · $11,873+5.9%

[…]5 years · per year$10,000 became […] · $10,092+0.2%

0.28%Expense ratio$28 · $3 a year on $10k · lower is better0.03%

4.71%Trailing 12-mo yield$471 · $445 a year on $10k4.45%

−7.9%Worst dropSmaller is better−5.4%

6.9%VolatilityLower is calmer4.3%

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

1–5BIV wins

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

More Ways to See the Pairs

BLTD vs BIV: Top 5 Holdings

Today

BLTD

99.4%in top 5

BIV

in top 5[…]

BLTDStockBIV

59.6%BKAGnot top 5

29.9%BLVnot top 5

9.9%VCLTnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

BLTD vs BIV Returns, Every Period

BluemonteBLTD

−2.3%

past year

BIVVanguard

−0.2%

past year

BLTDBIVFaded: behind in that period

0–2BIV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

BLTD vs BIV

YTD

BluemonteBLTD

−1.6%

BIVVanguard

−0.7%

−1.6%Year to date−0.7%

−7.9%Worst drop · 1Y−5.4%

6.9%Volatility · 1Y4.3%

4.7%Yield4.5%

$168MAssets$28.1B

3–1BIV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BLTD, BIV

Today

0.03%lowest, BIV

FundExpense ratioFee$10k

BIV0.03%$3

BLTD0.28%$28

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BLTD, BIV

4.71%highest, BLTD

FundTrailing yieldYield$10k

BLTD4.71%$471

BIV4.45%$445

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$443most kept, BLTD

BLTD$471 − $28 = $443

BIV$445 − $3 = $442

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BLTD, BIV

Today

[…]holdings […]

BLTDBIV

BLTD—[…]

BIV[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−0.2%BIV, at 4.3% volatility

BIVWorst drop−5.4%4.3% vol

BLTDWorst drop−7.9%6.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BLTDBIV

−1.6%Year to date−0.7%

4.7%Yield4.5%

−2.3%Past year−0.2%

0.28%Fee0.03%

3–1BIV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026