Compare · 3 funds side by side · dividends reinvested

BVAL, IVV and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

BVAL, IVV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bluemonte Large Cap Value ETFUS Stock Styles · Value0.29%1.16%+15.1%+18.7%[…][…]−6.7%10.7%$321M1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: BVAL 2025 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

BVAL

IVV

iShares Core S&P 500 ETF · $850B$17,151

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

BVALMeasureIVV

+15.1%Year to dateJan 1 → Nov 5+8.4%

+18.7%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,221+22.1%

[…]5 years · per year$10,000 became […] · $17,151+11.4%

0.29%Expense ratio$29 · $3 a year on $10k · lower is better0.03%

1.16%Trailing 12-mo yield$116 · $114 a year on $10k1.14%

−6.7%Worst dropSmaller is better−8.9%

10.7%VolatilityLower is calmer13.6%

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

5–1BVAL wins

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

More Ways to See the Pairs

BVAL vs IVV: Top 5 Holdings

Today

BVAL

99.3%in top 5

IVV

in top 527.7%

BVALStockIVV

33.8%SPYVnot top 5

29.4%SCHVnot top 5

21.1%VONVnot top 5

15.0%SPYMnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

BVAL vs IVV Returns, Every Period

BluemonteBVAL

+18.7%

past year

IVViShares

+9.7%

past year

BVALIVVFaded: behind in that period

2–0BVAL wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: BVAL vs IVV

YTD

BluemonteBVAL

+15.1%

IVViShares

+8.4%

+15.1%Year to date+8.4%

−6.7%Worst drop · 1Y−8.9%

10.7%Volatility · 1Y13.6%

1.2%Yield1.1%

$321MAssets$850B

4–0BVAL wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BVAL, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

BVAL0.29%$29

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BVAL, IVV, SPY

1.16%highest, BVAL

FundTrailing yieldYield$10k

BVAL1.16%$116

IVV1.14%$114

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

BVAL$116 − $29 = $87

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BVAL, IVV, SPY

Today

99.9%most shared, IVV and SPY

BVALIVVSPY

BVAL—0.0%0.0%

IVV0.0%—99.9%

SPY0.0%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.7%BVAL, at 10.7% volatility

BVALWorst drop−6.7%10.7% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BVALIVV

+15.1%Year to date+8.4%

1.2%Yield1.1%

+18.7%Past year+9.7%

0.29%Fee0.03%

3–1BVAL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026