Compare · 3 funds side by side · dividends reinvested

BVAL, VIG and VUG

BVALBluemonte×VIGVanguard×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

BVAL, VIG and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bluemonte Large Cap Value ETFUS Stock Styles · Value0.29%1.16%+15.1%+18.7%[…][…]−6.7%10.7%$321M1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.4

Rank among the three1st → 3rdFee, 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 · VIG 2006 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

BVAL

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

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

BVALMeasureVIG

+15.1%Year to dateJan 1 → Nov 5+12.5%

+18.7%1 yearTotal return+15.2%

[…]3 years · per year$10,000 became […] · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

0.29%Expense ratio$29 · $4 a year on $10k · lower is better0.04%

1.16%Trailing 12-mo yield$116 · $149 a year on $10k1.49%

−6.7%Worst dropSmaller is better−7.9%

10.7%VolatilityLower is calmer10.8%

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

4–2BVAL 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 VIG: Top 5 Holdings

Today

BVAL

99.3%in top 5

VIG

in top 522.1%

BVALStockVIG

33.8%SPYVnot top 5

29.4%SCHVnot top 5

21.1%VONVnot top 5

15.0%SPYMnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

BVAL vs VIG Returns, Every Period

BluemonteBVAL

+18.7%

past year

VIGVanguard

+15.2%

past year

BVALVIGFaded: behind in that period

2–0BVAL wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: BVAL vs VIG

YTD

BluemonteBVAL

+15.1%

VIGVanguard

+12.5%

+15.1%Year to date+12.5%

−6.7%Worst drop · 1Y−7.9%

10.7%Volatility · 1Y10.8%

1.2%Yield1.5%

$321MAssets$109B

3–1BVAL wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BVAL, VIG, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

BVAL0.29%$29

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BVAL, VIG, VUG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

BVAL1.16%$116

VUG0.43%$43

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

BVAL$116 − $29 = $87

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BVAL, VIG, VUG

Today

26.4%most shared, VIG and VUG

BVALVIGVUG

BVAL—0.0%0.0%

VIG0.0%—26.4%

VUG0.0%26.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.7%BVAL, at 10.7% volatility

BVALWorst drop−6.7%10.7% vol

VIGWorst drop−7.9%10.8% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

VIGBVAL

+12.5%Year to date+15.1%

1.5%Yield1.2%

+15.2%Past year+18.7%

0.04%Fee0.29%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026