Compare · 2 funds side by side · dividends reinvested

BVAL and IWF

BVALBluemonte×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,559IWF · best of the two

02 / 04

BVAL and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bluemonte Large Cap Value ETFUS Stock Styles · Value0.29%1.12%+18.8%+21.8%[…][…]−6.7%10.2%$315M1.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: BVAL 2025 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

BVAL

IWF

iShares Russell 1000 Growth ETF · $120B$16,559

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

BVALMeasureIWF

+18.8%Year to dateJan 1 → Nov 4−0.1%

+21.8%1 yearTotal return−3.0%

[…]3 years · per year$10,000 became […] · $18,310+22.3%

[…]5 years · per year$10,000 became […] · $16,559+10.6%

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

1.12%Trailing 12-mo yield$112 · $37 a year on $10k0.37%

−6.7%Worst dropSmaller is better−15.6%

10.2%VolatilityLower is calmer18.3%

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

5–1BVAL wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BVAL vs IWF: Top 5 Holdings

Today

BVAL

99.3%in top 5

IWF

in top 539.3%

BVALStockIWF

33.7%SPYVnot top 5

29.5%SCHVnot top 5

21.0%VONVnot top 5

not top 5NVDA15.1%

15.0%SPYMnot top 5

not top 5AAPL8.1%

not top 5MSFT6.1%

not top 5GOOGL5.1%

not top 5AVGO4.8%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

BVAL vs IWF Returns, Every Period

BluemonteBVAL

+21.8%

past year

IWFiShares

−3.0%

past year

BVALIWFFaded: behind in that period

2–0BVAL wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BVAL vs IWF

YTD

BluemonteBVAL

+18.8%

IWFiShares

−0.1%

+18.8%Year to date−0.1%

−6.7%Worst drop · 1Y−15.6%

10.2%Volatility · 1Y18.3%

1.1%Yield0.4%

$315MAssets$120B

4–0BVAL wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BVAL, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

BVAL0.29%$29

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BVAL, IWF

1.12%highest, BVAL

FundTrailing yieldYield$10k

BVAL1.12%$112

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$83most kept, BVAL

BVAL$112 − $29 = $83

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BVAL, IWF

Today

0.0%most shared, BVAL and IWF

BVALIWF

BVAL—0.0%

IWF0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.8%BVAL, at 10.2% volatility

BVALWorst drop−6.7%10.2% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

BVALIWF

+18.8%Year to date−0.1%

1.1%Yield0.4%

+21.8%Past year−3.0%

0.29%Fee0.18%

3–1BVAL wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026