Compare · 3 funds side by side · dividends reinvested

BVAL, IWD and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,456IWD · best of the three

02 / 04

BVAL, IWD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.2%+31.3%+22.7%+11.8%−6.8%11.7%$82.9B1.3

Bluemonte Large Cap Value ETFUS Stock Styles · Value0.29%1.14%+17.3%+21.1%[…][…]−6.7%10.9%$311M1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.5

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 · IWD 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

BVAL

IWD

iShares Russell 1000 Value ETF · $82.9B$17,456

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

BVALMeasureIWD

+17.3%Year to dateJan 1 → Nov 9+26.2%

+21.1%1 yearTotal return+31.3%

[…]3 years · per year$10,000 became […] · $18,456+22.7%

[…]5 years · per year$10,000 became […] · $17,456+11.8%

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

1.14%Trailing 12-mo yield$114 · $134 a year on $10k1.34%

−6.7%Worst dropSmaller is better−6.8%

10.9%VolatilityLower is calmer11.7%

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

2–4IWD wins

End-of-day Nov 9, 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

99.2%in top 5

IWD

in top 522.6%

BVALStockIWD

33.8%SPYVnot top 5

29.4%SCHVnot top 5

21.2%VONVnot top 5

14.9%SPYMnot top 5

not top 5AMZN6.1%

not top 5AAPL6.0%

not top 5MSFT5.2%

not top 5BRK-B2.8%

not top 5JPM2.4%

Held in common0.0%

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

BVAL vs IWD Returns, Every Period

BluemonteBVAL

+21.1%

past year

IWDiShares

+31.3%

past year

BVALIWDFaded: behind in that period

0–2IWD wins

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

BVAL vs IWD

YTD

BluemonteBVAL

+17.3%

IWDiShares

+26.2%

+17.3%Year to date+26.2%

−6.7%Worst drop · 1Y−6.8%

10.9%Volatility · 1Y11.7%

1.1%Yield1.3%

$311MAssets$82.9B

2–2level

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

Cost, Income and Risk

Fees: BVAL, IWD, IWF

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

IWF0.18%$18

BVAL0.29%$29

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

Yields: BVAL, IWD, IWF

1.34%highest, IWD

FundTrailing yieldYield$10k

IWD1.34%$134

BVAL1.14%$114

IWF0.38%$38

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

Income After Fees on $10,000

$116most kept, IWD

IWD$134 − $18 = $116

BVAL$114 − $29 = $85

IWF$38 − $18 = $20

KeptFee

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

Overlap: BVAL, IWD, IWF

Today

18.8%most shared, IWD and IWF

BVALIWDIWF

BVAL—0.0%0.0%

IWD0.0%—18.8%

IWF0.0%18.8%—

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

Return vs Bumpiness: 3 ETFs

+31.3%IWD, at 11.7% volatility

BVALWorst drop−6.7%10.9% vol

IWDWorst drop−6.8%11.7% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

IWDBVAL

+26.2%Year to date+17.3%

1.3%Yield1.1%

+31.3%Past year+21.1%

0.18%Fee0.29%

4–0IWD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV 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