Compare · 2 funds side by side · dividends reinvested

BVAL and IUSV

BVALBluemonte×IUSViShares×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,232IUSV · best of the two

Story of the two · IncomeMost incomeIUSV · 1.61% · $161 a year on $10k

Story of the two · RiskSmallest drop

BVAL and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.61%+15.3%+16.5%+17.6%+11.5%−6.4%10.4%$28.9B1.3

Bluemonte Large Cap Value ETFUS Stock Styles · Value0.29%1.13%+17.7%+19.2%[…][…]−6.7%10.9%$321M1.7

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

End-of-day Nov 12, 2026 · returns include dividends · since: BVAL 2025 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

BVAL

IUSV

iShares Core S&P U.S. Value ETF · $28.9B$17,232

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

BVALMeasureIUSV

+17.7%

More Ways to See the Pairs

BVAL vs IUSV: Top 5 Holdings

Today

BVAL

99.3%in top 5

IUSV

in top 517.0%

BVALStockIUSV

33.8%SPYVnot top 5

29.4%SCHVnot top 5

21.1%VONVnot top 5

14.9%SPYMnot top 5

not top 5AAPL

Cost, Income and Risk

Fees: BVAL, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

BVAL0.29%$29

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: BVAL, IUSV

1Y

1.61%highest, IUSV

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+15.3%

+19.2%1 yearTotal return+16.5%

[…]3 years · per year$10,000 became […] · $16,274+17.6%

[…]5 years · per year$10,000 became […] · $17,232+11.5%

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

1.13%Trailing 12-mo yield$113 · $161 a year on $10k1.61%

−6.7%Worst dropSmaller is better−6.4%

10.9%VolatilityLower is calmer10.4%

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

2–4IUSV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

7.9%

not top 5AMZN3.8%

not top 5XOM2.1%

not top 5WMT1.7%

not top 5COST1.5%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

BVAL vs IUSV Returns, Every Period

1Y

BluemonteBVAL

+19.2%

past year

IUSViShares

+16.5%

past year

BVALIUSVFaded: behind in that period

2–0BVAL wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

BVAL vs IUSV

YTD

BluemonteBVAL

+17.7%

IUSViShares

+15.3%

+17.7%Year to date+15.3%

−6.7%Worst drop · 1Y−6.4%

10.9%Volatility · 1Y10.4%

1.1%Yield1.6%

$321MAssets$28.9B

3–1IUSV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

IUSV1.61%$161

BVAL1.13%$113

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

Income After Fees on $10,000

1Y

$157most kept, IUSV

IUSV$161 − $4 = $157

BVAL$113 − $29 = $84

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: BVAL, IUSV

Today

0.0%most shared, BVAL and IUSV

BVALIUSV

BVAL—0.0%

IUSV0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+19.2%BVAL, at 10.9% volatility

IUSVWorst drop−6.4%10.4% vol

BVALWorst drop−6.7%10.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

IUSVBVAL

+15.3%Year to date+17.7%

1.6%Yield1.1%

+16.5%Past year+19.2%

0.04%Fee0.29%

2–2level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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BVAL and IUSV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two