Compare · 3 funds side by side · dividends reinvested

BVAL, IUSV and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,974IUSV · best of the three

02 / 04

BVAL, IUSV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.66%+12.4%+15.1%+17.8%+11.2%−6.4%10.3%$29.0B1.5

Bluemonte Large Cap Value ETFUS Stock Styles · Value0.29%1.16%+14.9%+17.8%[…][…]−6.7%10.7%$321M1.8

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: BVAL 2025 · IUSV 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Bluemonte Large Cap Value ETF · $321M[…]

BVAL

IUSV

iShares Core S&P U.S. Value ETF · $29.0B$16,974

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

BVALMeasureIUSV

+14.9%Year to dateJan 1 → Nov 6+12.4%

+17.8%1 yearTotal return+15.1%

[…]3 years · per year$10,000 became […] · $16,360+17.8%

[…]5 years · per year$10,000 became […] · $16,974+11.2%

0.29%Expense ratio$29 · $4 a year on $10k · lower is better0.04%

1.16%Trailing 12-mo yield$116 · $166 a year on $10k1.66%

−6.7%Worst dropSmaller is better−6.4%

10.7%VolatilityLower is calmer10.3%

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

2–4IUSV wins

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

More Ways to See the Pairs

BVAL vs IUSV: Top 5 Holdings

Today

BVAL

99.2%in top 5

IUSV

in top 517.1%

BVALStockIUSV

33.9%SPYVnot top 5

29.4%SCHVnot top 5

21.2%VONVnot top 5

14.8%SPYMnot top 5

not top 5AAPL7.9%

not top 5AMZN3.8%

not top 5XOM2.1%

not top 5WMT1.8%

not top 5COST1.5%

Held in common0.0%

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

BVAL vs IUSV Returns, Every Period

BluemonteBVAL

+17.8%

past year

IUSViShares

+15.1%

past year

BVALIUSVFaded: behind in that period

2–0BVAL wins

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

BVAL vs IUSV

YTD

BluemonteBVAL

+14.9%

IUSViShares

+12.4%

+14.9%Year to date+12.4%

−6.7%Worst drop · 1Y−6.4%

10.7%Volatility · 1Y10.3%

1.2%Yield1.7%

$321MAssets$29.0B

3–1IUSV wins

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

Cost, Income and Risk

Fees: BVAL, IUSV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IUSV0.04%$4

BVAL0.29%$29

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

Yields: BVAL, IUSV, VUG

1.66%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.66%$166

BVAL1.16%$116

VUG0.42%$42

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

Income After Fees on $10,000

$162most kept, IUSV

IUSV$166 − $4 = $162

BVAL$116 − $29 = $87

VUG$42 − $3 = $39

KeptFee

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

Overlap: BVAL, IUSV, VUG

Today

24.5%most shared, IUSV and VUG

BVALIUSVVUG

BVAL—0.0%0.0%

IUSV0.0%—24.5%

VUG0.0%24.5%—

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

Return vs Bumpiness: 3 ETFs

+17.8%BVAL, at 10.7% volatility

IUSVWorst drop−6.4%10.3% vol

BVALWorst drop−6.7%10.7% 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

IUSVBVAL

+12.4%Year to date+14.9%

1.7%Yield1.2%

+15.1%Past year+17.8%

0.04%Fee0.29%

2–2level

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026