Compare · 3 funds side by side · dividends reinvested

BVAL, IVV and VOO

BVALBluemonte×IVViShares×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

BVAL, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bluemonte Large Cap Value ETFUS Stock Styles · Value0.29%1.14%+17.3%+21.1%[…][…]−6.7%10.9%$311M1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: BVAL 2025 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,545

IVV

BVAL

Bluemonte Large Cap Value ETF · $311M[…]

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

IVVMeasureBVAL

+11.3%Year to dateJan 1 → Nov 9+17.3%

+13.6%1 yearTotal return+21.1%

+22.0%3 years · per year$10,000 became $18,159 · […][…]

+11.9%5 years · per year$10,000 became $17,545 · […][…]

0.03%Expense ratio$3 · $29 a year on $10k · lower is better0.29%

1.11%Trailing 12-mo yield$111 · $114 a year on $10k1.14%

−8.9%Worst dropSmaller is better−6.7%

13.8%VolatilityLower is calmer10.9%

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

1–5BVAL wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs BVAL: Top 5 Holdings

Today

IVV

27.8%in top 5

BVAL

in top 599.2%

IVVStockBVAL

not top 5SPYV33.8%

not top 5SCHV29.4%

not top 5VONV21.2%

not top 5SPYM14.9%

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

IVV vs BVAL Returns, Every Period

iSharesIVV

+13.6%

past year

BVALBluemonte

+21.1%

past year

IVVBVALFaded: behind in that period

0–2BVAL wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Stocks: IVV vs BVAL

YTD

iSharesIVV

+11.3%

BVALBluemonte

+17.3%

+11.3%Year to date+17.3%

−8.9%Worst drop · 1Y−6.7%

13.8%Volatility · 1Y10.9%

1.1%Yield1.1%

$853BAssets$311M

3–0BVAL wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BVAL, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

BVAL0.29%$29

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: BVAL, IVV, VOO

1.14%highest, BVAL

FundTrailing yieldYield$10k

BVAL1.14%$114

IVV1.11%$111

VOO1.07%$107

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

BVAL$114 − $29 = $85

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: BVAL, IVV, VOO

Today

92.7%most shared, IVV and VOO

BVALIVVVOO

BVAL—0.0%0.0%

IVV0.0%—92.7%

VOO0.0%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.1%BVAL, at 10.9% volatility

BVALWorst drop−6.7%10.9% vol

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

BVALIVV

+17.3%Year to date+11.3%

1.1%Yield1.1%

+21.1%Past year+13.6%

0.29%Fee0.03%

2–1BVAL wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026