Compare · 2 funds side by side · dividends reinvested

BVAL and IJR

BVALBluemonte×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,920IJR · best of the two

02 / 04

BVAL and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.9%+22.7%+19.3%+6.8%−9.7%15.8%$106B1.3

Bluemonte Large Cap Value ETFUS Stock Styles · Value0.29%1.12%+18.8%+21.8%[…][…]−6.7%10.2%$315M1.7

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: BVAL 2025 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Bluemonte Large Cap Value ETF · $315M[…]

BVAL

IJR

iShares Core S&P Small-Cap ETF · $106B$13,920

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

BVALMeasureIJR

+18.8%Year to dateJan 1 → Nov 4+19.9%

+21.8%1 yearTotal return+22.7%

[…]3 years · per year$10,000 became […] · $16,979+19.3%

[…]5 years · per year$10,000 became […] · $13,920+6.8%

0.29%Expense ratio$29 · $6 a year on $10k · lower is better0.06%

1.12%Trailing 12-mo yield$112 · $120 a year on $10k1.20%

−6.7%Worst dropSmaller is better−9.7%

10.2%VolatilityLower is calmer15.8%

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

2–4IJR wins

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

More Ways to See the Pairs

BVAL vs IJR: Top 5 Holdings

Today

BVAL

99.3%in top 5

IJR

in top 52.7%

BVALStockIJR

33.7%SPYVnot top 5

29.5%SCHVnot top 5

21.0%VONVnot top 5

15.0%SPYMnot top 5

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5RHP0.5%

not top 5PTGX0.5%

not top 5MTCH0.5%

Held in common0.0%

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

BVAL vs IJR Returns, Every Period

BluemonteBVAL

+21.8%

past year

IJRiShares

+22.7%

past year

BVALIJRFaded: behind in that period

0–2IJR wins

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

BVAL vs IJR

YTD

BluemonteBVAL

+18.8%

IJRiShares

+19.9%

+18.8%Year to date+19.9%

−6.7%Worst drop · 1Y−9.7%

10.2%Volatility · 1Y15.8%

1.1%Yield1.2%

$315MAssets$106B

2–2level

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

Cost, Income and Risk

Fees: BVAL, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

BVAL0.29%$29

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

Yields: BVAL, IJR

1.20%highest, IJR

FundTrailing yieldYield$10k

IJR1.20%$120

BVAL1.12%$112

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

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

BVAL$112 − $29 = $83

KeptFee

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

Overlap: BVAL, IJR

Today

0.0%most shared, BVAL and IJR

BVALIJR

BVAL—0.0%

IJR0.0%—

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

Return vs Bumpiness: 2 ETFs

+22.7%IJR, at 15.8% volatility

BVALWorst drop−6.7%10.2% vol

IJRWorst drop−9.7%15.8% vol

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

Paid More vs Made More

YTD

IJRBVAL

+19.9%Year to date+18.8%

1.2%Yield1.1%

+22.7%Past year+21.8%

0.06%Fee0.29%

4–0IJR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

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