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$15,441IWF · 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%1.16%+14.9%+17.8%[…][…]−6.7%10.7%$311M1.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B1.6

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

End-of-day Nov 6, 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 · $311M[…]

BVAL

IWF

iShares Russell 1000 Growth ETF · $115B$15,441

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

BVALMeasureIWF

+14.9%Year to dateJan 1 → Nov 6−5.3%

+17.8%1 yearTotal return−6.5%

[…]3 years · per year$10,000 became […] · $17,022+19.4%

[…]5 years · per year$10,000 became […] · $15,442+9.1%

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

1.16%Trailing 12-mo yield$116 · $39 a year on $10k0.39%

−6.7%Worst dropSmaller is better−14.6%

10.7%VolatilityLower is calmer19.4%

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

5–1BVAL 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 IWF: Top 5 Holdings

Today

BVAL

99.2%in top 5

IWF

in top 539.8%

BVALStockIWF

33.9%SPYVnot top 5

29.4%SCHVnot top 5

21.2%VONVnot top 5

14.8%SPYMnot top 5

not top 5NVDA14.1%

not top 5AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

BVAL vs IWF Returns, Every Period

BluemonteBVAL

+17.8%

past year

IWFiShares

−6.5%

past year

BVALIWFFaded: behind in that period

2–0BVAL wins

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

BVAL vs IWF

YTD

BluemonteBVAL

+14.9%

IWFiShares

−5.3%

+14.9%Year to date−5.3%

−6.7%Worst drop · 1Y−14.6%

10.7%Volatility · 1Y19.4%

1.2%Yield0.4%

$311MAssets$115B

4–0BVAL wins

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

Yields: BVAL, IWF

1.16%highest, BVAL

FundTrailing yieldYield$10k

BVAL1.16%$116

IWF0.39%$39

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

Income After Fees on $10,000

$87most kept, BVAL

BVAL$116 − $29 = $87

IWF$39 − $18 = $21

KeptFee

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

Return vs Bumpiness: 2 ETFs

+17.8%BVAL, at 10.7% volatility

BVALWorst drop−6.7%10.7% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

BVALIWF

+14.9%Year to date−5.3%

1.2%Yield0.4%

+17.8%Past year−6.5%

0.29%Fee0.18%

3–1BVAL wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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