Compare · 3 funds side by side · dividends reinvested

BVAL, IWD and VTV

BVALBluemonte×IWDiShares×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

BVAL, IWD and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.4

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+23.7%+28.0%+22.7%+11.5%−6.8%11.6%$83.3B1.9

Bluemonte Large Cap Value ETFUS Stock Styles · Value0.29%1.16%+14.9%+17.8%[…][…]−6.7%10.7%$321M2.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: BVAL 2025 · IWD 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

BVAL

IWD

iShares Russell 1000 Value ETF · $83.3B$17,201

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

BVALMeasureIWD

+14.9%Year to dateJan 1 → Nov 6+23.7%

+17.8%1 yearTotal return+28.0%

[…]3 years · per year$10,000 became […] · $18,455+22.7%

[…]5 years · per year$10,000 became […] · $17,201+11.5%

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

1.16%Trailing 12-mo yield$116 · $137 a year on $10k1.37%

−6.7%Worst dropSmaller is better−6.8%

10.7%VolatilityLower is calmer11.6%

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

2–4IWD wins

End-of-day Nov 6, 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

33.9%SPYVnot top 5

29.4%SCHVnot top 5

21.2%VONVnot top 5

14.8%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 6, 2026 · share of each fund

BVAL vs IWD Returns, Every Period

BluemonteBVAL

+17.8%

past year

IWDiShares

+28.0%

past year

BVALIWDFaded: behind in that period

0–2IWD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

BVAL vs VTV

YTD

BluemonteBVAL

+14.9%

VTVVanguard

+18.5%

+14.9%Year to date+18.5%

−6.7%Worst drop · 1Y−6.4%

10.7%Volatility · 1Y10.7%

1.2%Yield1.9%

$321MAssets$184B

3–0VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BVAL, IWD, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWD0.18%$18

BVAL0.29%$29

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BVAL, IWD, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

IWD1.37%$137

BVAL1.16%$116

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IWD$137 − $18 = $119

BVAL$116 − $29 = $87

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BVAL, IWD, VTV

Today

63.2%most shared, IWD and VTV

BVALIWDVTV

BVAL—0.0%0.0%

IWD0.0%—63.2%

VTV0.0%63.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+28.0%IWD, at 11.6% volatility

VTVWorst drop−6.4%10.7% vol

BVALWorst drop−6.7%10.7% vol

IWDWorst drop−6.8%11.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVIWD

+18.5%Year to date+23.7%

1.9%Yield1.4%

+22.9%Past year+28.0%

0.03%Fee0.18%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026