Compare · 2 funds side by side · dividends reinvested

BLUX and VOO

BLUXBluemonte×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,115VOO · best of the two

02 / 04

BLUX and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.3

Bluemonte Dynamic Total Market ETFUS Stock Styles · Large cap0.30%0.98%+15.1%+16.2%[…][…]−9.0%14.0%$621M1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: BLUX 2025 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Bluemonte Dynamic Total Market ETF · $621M[…]

BLUX

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BLUXMeasureVOO

+15.1%Year to dateJan 1 → Nov 4+13.4%

+16.2%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,172+24.2%

[…]5 years · per year$10,000 became […] · $18,115+12.6%

0.30%Expense ratio$30 · $3 a year on $10k · lower is better0.03%

0.98%Trailing 12-mo yield$98 · $105 a year on $10k1.05%

−9.0%Worst dropSmaller is better−8.9%

14.0%VolatilityLower is calmer12.8%

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

2–4VOO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BLUX vs VOO: Top 5 Holdings

Today

BLUX

99.8%in top 5

VOO

in top 528.3%

BLUXStockVOO

49.1%SPYMnot top 5

30.0%VTWOnot top 5

15.6%ISCVnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

5.2%SCHAnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

BLUX vs VOO Returns, Every Period

BluemonteBLUX

+16.2%

past year

VOOVanguard

+13.5%

past year

BLUXVOOFaded: behind in that period

2–0BLUX wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: BLUX vs VOO

YTD

BluemonteBLUX

+15.1%

VOOVanguard

+13.4%

+15.1%Year to date+13.4%

−9.0%Worst drop · 1Y−8.9%

14.0%Volatility · 1Y12.8%

1.0%Yield1.1%

$621MAssets$1.00T

3–1VOO wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BLUX, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

BLUX0.30%$30

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BLUX, VOO

1.05%highest, VOO

FundTrailing yieldYield$10k

VOO1.05%$105

BLUX0.98%$98

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

BLUX$98 − $30 = $68

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BLUX, VOO

Today

0.0%most shared, BLUX and VOO

BLUXVOO

BLUX—0.0%

VOO0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.2%BLUX, at 14.0% volatility

VOOWorst drop−8.9%12.8% vol

BLUXWorst drop−9.0%14.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VOOBLUX

+13.4%Year to date+15.1%

1.1%Yield1.0%

+13.5%Past year+16.2%

0.03%Fee0.30%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026