Compare · 2 funds side by side · dividends reinvested

BVAL and IWD

BVALBluemonte×IWDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,246IWD · best of the two

02 / 04

BVAL and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.33%+27.5%+32.0%+24.5%+12.3%−6.8%11.2%$85.3B1.3

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 5, 2026 · returns include dividends · since: BVAL 2025 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

BVAL

IWD

iShares Russell 1000 Value ETF · $85.3B$17,246

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

BVALMeasureIWD

+18.8%Year to dateJan 1 → Nov 5+27.5%

+21.8%1 yearTotal return+32.0%

[…]3 years · per year$10,000 became […] · $19,285+24.5%

[…]5 years · per year$10,000 became […] · $17,870+12.3%

0.29%Expense ratio$29 · $18 a year on $10k · lower is better0.18%

1.12%Trailing 12-mo yield$112 · $133 a year on $10k1.33%

−6.7%Worst dropSmaller is better−6.8%

10.2%VolatilityLower is calmer11.2%

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

2–4IWD 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 IWD: Top 5 Holdings

Today

BVAL

99.3%in top 5

IWD

in top 522.6%

BVALStockIWD

33.8%SPYVnot top 5

29.4%SCHVnot top 5

21.1%VONVnot top 5

15.0%SPYMnot top 5

not top 5AMZN6.1%

not top 5AAPL6.0%

not top 5MSFT5.3%

not top 5BRK-B2.8%

not top 5JPM2.4%

Held in common0.0%

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

BVAL vs IWD Returns, Every Period

BluemonteBVAL

+21.8%

past year

IWDiShares

+32.0%

past year

BVALIWDFaded: behind in that period

0–2IWD wins

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

BVAL vs IWD

YTD

BluemonteBVAL

+18.8%

IWDiShares

+27.5%

+18.8%Year to date+27.5%

−6.7%Worst drop · 1Y−6.8%

10.2%Volatility · 1Y11.2%

1.1%Yield1.3%

$315MAssets$85.3B

2–2level

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

Cost, Income and Risk

Fees: BVAL, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

BVAL0.29%$29

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

Yields: BVAL, IWD

1.33%highest, IWD

FundTrailing yieldYield$10k

IWD1.33%$133

BVAL1.12%$112

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

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

BVAL$112 − $29 = $83

KeptFee

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

Overlap: BVAL, IWD

Today

0.0%most shared, BVAL and IWD

BVALIWD

BVAL—0.0%

IWD0.0%—

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

Return vs Bumpiness: 2 ETFs

+32.0%IWD, at 11.2% volatility

BVALWorst drop−6.7%10.2% vol

IWDWorst drop−6.8%11.2% vol

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

Paid More vs Made More

YTD

IWDBVAL

+27.5%Year to date+18.8%

1.3%Yield1.1%

+32.0%Past year+21.8%

0.18%Fee0.29%

4–0IWD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026