Compare · 3 funds side by side · dividends reinvested

BVAL, VOO and IWF

BVALBluemonte×VOOVanguard×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,115VOO · best of the three

02 / 04

BVAL, VOO 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%$315M1.3

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B2.6

Rank among the three1st → 3rdFee, 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 · VOO 2010 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

BVAL

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

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

BVALMeasureVOO

+18.8%Year to dateJan 1 → Nov 4+13.4%

+21.8%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,172+24.2%

[…]5 years · per year$10,000 became […] · $18,115+12.6%

0.29%Expense ratio$29 · $3 a year on $10k · lower is better0.03%

1.12%Trailing 12-mo yield$112 · $105 a year on $10k1.05%

−6.7%Worst dropSmaller is better−8.9%

10.2%VolatilityLower is calmer12.8%

BVALVOO 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 VOO: Top 5 Holdings

Today

BVAL

99.3%in top 5

VOO

in top 528.3%

BVALStockVOO

33.7%SPYVnot top 5

29.5%SCHVnot top 5

21.0%VONVnot top 5

15.0%SPYMnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common0.0%

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

BVAL vs VOO Returns, Every Period

BluemonteBVAL

+21.8%

past year

VOOVanguard

+13.5%

past year

BVALVOOFaded: behind in that period

2–0BVAL wins

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

Stocks vs Core: BVAL vs VOO

YTD

BluemonteBVAL

+18.8%

VOOVanguard

+13.4%

+18.8%Year to date+13.4%

−6.7%Worst drop · 1Y−8.9%

10.2%Volatility · 1Y12.8%

1.1%Yield1.1%

$315MAssets$1.00T

3–0BVAL wins

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

Cost, Income and Risk

Fees: BVAL, VOO, IWF

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IWF0.18%$18

BVAL0.29%$29

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

Yields: BVAL, VOO, IWF

1.12%highest, BVAL

FundTrailing yieldYield$10k

BVAL1.12%$112

VOO1.05%$105

IWF0.37%$37

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

BVAL$112 − $29 = $83

IWF$37 − $18 = $19

KeptFee

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

Overlap: BVAL, VOO, IWF

Today

59.1%most shared, VOO and IWF

BVALVOOIWF

BVAL—0.0%0.0%

VOO0.0%—59.1%

IWF0.0%59.1%—

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

Return vs Bumpiness: 3 ETFs

+21.8%BVAL, at 10.2% volatility

BVALWorst drop−6.7%10.2% vol

VOOWorst drop−8.9%12.8% 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

BVALVOO

+18.8%Year to date+13.4%

1.1%Yield1.1%

+21.8%Past year+13.5%

0.29%Fee0.03%

2–1BVAL wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026