Compare · 2 funds side by side · dividends reinvested

BVAL and VONV

BVALBluemonte×VONVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,280VONV · best of the two

02 / 04

BVAL and VONV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Russell 1000 Value ETFUS Stock Styles · Value0.06%1.53%+24.4%+28.5%+24.0%+11.6%−6.8%11.0%$21.7B1.3

Bluemonte Large Cap Value ETFUS Stock Styles · Value0.29%1.15%+16.5%+19.2%[…][…]−6.7%10.1%$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 3, 2026 · returns include dividends · since: BVAL 2025 · VONV 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

BVAL

VONV

Vanguard Russell 1000 Value ETF · $21.7B$17,280

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

BVALMeasureVONV

+16.5%Year to dateJan 1 → Nov 3+24.4%

+19.2%1 yearTotal return+28.5%

[…]3 years · per year$10,000 became […] · $19,054+24.0%

[…]5 years · per year$10,000 became […] · $17,280+11.6%

0.29%Expense ratio$29 · $6 a year on $10k · lower is better0.06%

1.15%Trailing 12-mo yield$115 · $153 a year on $10k1.53%

−6.7%Worst dropSmaller is better−6.8%

10.1%VolatilityLower is calmer11.0%

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

2–4VONV wins

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

More Ways to See the Pairs

BVAL vs VONV: Top 5 Holdings

Today

BVAL

99.3%in top 5

VONV

in top 522.3%

BVALStockVONV

33.8%SPYVnot top 5

29.5%SCHVnot top 5

21.0%VONVnot top 5

14.9%SPYMnot top 5

not top 5AMZN6.1%

not top 5AAPL6.1%

not top 5MSFT5.2%

not top 5BRK-B2.5%

not top 5JPM2.4%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

BVAL vs VONV Returns, Every Period

BluemonteBVAL

+19.2%

past year

VONVVanguard

+28.5%

past year

BVALVONVFaded: behind in that period

0–2VONV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

BVAL vs VONV

YTD

BluemonteBVAL

+16.5%

VONVVanguard

+24.4%

+16.5%Year to date+24.4%

−6.7%Worst drop · 1Y−6.8%

10.1%Volatility · 1Y11.0%

1.1%Yield1.5%

$315MAssets$21.7B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BVAL, VONV

Today

0.06%lowest, VONV

FundExpense ratioFee$10k

VONV0.06%$6

BVAL0.29%$29

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BVAL, VONV

1.53%highest, VONV

FundTrailing yieldYield$10k

VONV1.53%$153

BVAL1.15%$115

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$147most kept, VONV

VONV$153 − $6 = $147

BVAL$115 − $29 = $86

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BVAL, VONV

Today

0.0%most shared, BVAL and VONV

BVALVONV

BVAL—0.0%

VONV0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.5%VONV, at 11.0% volatility

BVALWorst drop−6.7%10.1% vol

VONVWorst drop−6.8%11.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VONVBVAL

+24.4%Year to date+16.5%

1.5%Yield1.1%

+28.5%Past year+19.2%

0.06%Fee0.29%

4–0VONV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026