Compare · 2 funds side by side · dividends reinvested

BLUX and VTV

BLUXBluemonte×VTVVanguard×

Versus in desk

02 / 04

IWD+0.0%

Search ETFs and stocks

Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,803VTV · best of the two

Story of the two · IncomeMost incomeVTV · 1.83% · $183 a year on $10k

Story of the two · RiskSmallest drop

BLUX and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.0

Bluemonte Dynamic Total Market ETFUS Stock Styles · Large cap0.30%1.00%+13.1%+16.0%[…][…]−9.0%14.7%$630M2.0

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

End-of-day Nov 10, 2026 · returns include dividends · since: BLUX 2025 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Bluemonte Dynamic Total Market ETF · $630M[…]

BLUX

VTV

Vanguard Morningstar Value ETF · $184B$17,803

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

BLUXMeasureVTV

+13.1%

More Ways to See the Pairs

BLUX vs VTV: Top 5 Holdings

Today

BLUX

99.8%in top 5

VTV

in top 515.8%

BLUXStockVTV

48.8%SPYMnot top 5

30.1%VTWOnot top 5

15.7%ISCVnot top 5

5.2%SCHAnot top 5

not top 5MU4.6%

Cost, Income and Risk

Fees: BLUX, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

BLUX0.30%$30

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

Yields: BLUX, VTV

1Y

1.83%highest, VTV

FundTrailing yieldYield

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Year to dateJan 1 → Nov 10

+21.0%

+16.0%1 yearTotal return+24.8%

[…]3 years · per year$10,000 became […] · $17,572+20.7%

[…]5 years · per year$10,000 became […] · $17,803+12.2%

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

1.00%Trailing 12-mo yield$100 · $183 a year on $10k1.83%

−9.0%Worst dropSmaller is better−6.4%

14.7%VolatilityLower is calmer10.8%

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

0–6VTV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

BLUX vs VTV Returns, Every Period

1Y

BluemonteBLUX

+16.0%

past year

VTVVanguard

+24.8%

past year

BLUXVTVFaded: behind in that period

0–2VTV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

BLUX vs VTV

YTD

BluemonteBLUX

+13.1%

VTVVanguard

+21.0%

+13.1%Year to date+21.0%

−9.0%Worst drop · 1Y−6.4%

14.7%Volatility · 1Y10.8%

1.0%Yield1.8%

$630MAssets$184B

4–0VTV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

VTV1.83%$183

BLUX1.00%$100

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$180most kept, VTV

VTV$183 − $3 = $180

BLUX$100 − $30 = $70

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: BLUX, VTV

Today

0.0%most shared, BLUX and VTV

BLUXVTV

BLUX—0.0%

VTV0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+24.8%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

BLUXWorst drop−9.0%14.7% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VTVBLUX

+21.0%Year to date+13.1%

1.8%Yield1.0%

+24.8%Past year+16.0%

0.03%Fee0.30%

4–0VTV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

Loading…

BLUX and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two