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%1.37%+24.1%+29.3%+23.0%+11.5%−6.8%11.6%$85.3B1.3

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

+15.1%Year to dateJan 1 → Nov 5+24.1%

+18.7%1 yearTotal return+29.3%

[…]3 years · per year$10,000 became […] · $18,611+23.0%

[…]5 years · per year$10,000 became […] · $17,246+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 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

+18.7%

past year

IWDiShares

+29.3%

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

+15.1%

IWDiShares

+24.1%

+15.1%Year to date+24.1%

−6.7%Worst drop · 1Y−6.8%

10.7%Volatility · 1Y11.6%

1.2%Yield1.4%

$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

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

BVAL1.16%$116

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

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

BVAL$116 − $29 = $87

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

+29.3%IWD, at 11.6% volatility

BVALWorst drop−6.7%10.7% vol

IWDWorst drop−6.8%11.6% vol

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

Paid More vs Made More

YTD

IWDBVAL

+24.1%Year to date+15.1%

1.4%Yield1.2%

+29.3%Past year+18.7%

0.18%Fee0.29%

4–0IWD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026