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

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

VONV

BVAL

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

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

VONVMeasureBVAL

+24.4%Year to dateJan 1 → Nov 3+16.5%

+28.5%1 yearTotal return+19.2%

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

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

0.06%Expense ratio$6 · $29 a year on $10k · lower is better0.29%

1.53%Trailing 12-mo yield$153 · $115 a year on $10k1.15%

−6.8%Worst dropSmaller is better−6.7%

11.0%VolatilityLower is calmer10.1%

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

4–2VONV wins

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

More Ways to See the Pairs

VONV vs BVAL: Top 5 Holdings

Today

VONV

22.3%in top 5

BVAL

in top 599.3%

VONVStockBVAL

not top 5SPYV33.8%

not top 5SCHV29.5%

not top 5VONV21.0%

not top 5SPYM14.9%

6.1%AMZNnot top 5

6.1%AAPLnot top 5

5.2%MSFTnot top 5

2.5%BRK-Bnot top 5

2.4%JPMnot top 5

Held in common0.0%

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

VONV vs BVAL Returns, Every Period

VanguardVONV

+28.5%

past year

BVALBluemonte

+19.2%

past year

VONVBVALFaded: behind in that period

2–0VONV wins

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

VONV vs BVAL

YTD

VanguardVONV

+24.4%

BVALBluemonte

+16.5%

+24.4%Year to date+16.5%

−6.8%Worst drop · 1Y−6.7%

11.0%Volatility · 1Y10.1%

1.5%Yield1.1%

$21.7BAssets$315M

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