Compare · 3 funds side by side · dividends reinvested

BVAL, VTV and IWF

BVALBluemonte×VTVVanguard×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,352VTV · best of the three

02 / 04

BVAL, VTV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.0

Bluemonte Large Cap Value ETFUS Stock Styles · Value0.29%1.12%+18.8%+21.8%[…][…]−6.7%10.2%$315M2.2

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 · VTV 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

BVAL

VTV

Vanguard Morningstar Value ETF · $184B$18,352

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

BVALMeasureVTV

+18.8%Year to dateJan 1 → Nov 4+22.8%

+21.8%1 yearTotal return+27.5%

[…]3 years · per year$10,000 became […] · $18,551+22.9%

[…]5 years · per year$10,000 became […] · $18,352+12.9%

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

1.12%Trailing 12-mo yield$112 · $180 a year on $10k1.80%

−6.7%Worst dropSmaller is better−6.4%

10.2%VolatilityLower is calmer10.2%

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

0–5VTV 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 VTV: Top 5 Holdings

Today

BVAL

99.3%in top 5

VTV

in top 515.8%

BVALStockVTV

33.7%SPYVnot top 5

29.5%SCHVnot top 5

21.0%VONVnot top 5

15.0%SPYMnot top 5

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common0.0%

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

BVAL vs VTV Returns, Every Period

BluemonteBVAL

+21.8%

past year

VTVVanguard

+27.5%

past year

BVALVTVFaded: behind in that period

0–2VTV wins

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

BVAL vs VTV

YTD

BluemonteBVAL

+18.8%

VTVVanguard

+22.8%

+18.8%Year to date+22.8%

−6.7%Worst drop · 1Y−6.4%

10.2%Volatility · 1Y10.2%

1.1%Yield1.8%

$315MAssets$184B

3–0VTV wins

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

Cost, Income and Risk

Fees: BVAL, VTV, IWF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

BVAL0.29%$29

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

Yields: BVAL, VTV, IWF

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

BVAL1.12%$112

IWF0.37%$37

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

BVAL$112 − $29 = $83

IWF$37 − $18 = $19

KeptFee

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

Overlap: BVAL, VTV, IWF

Today

12.1%most shared, VTV and IWF

BVALVTVIWF

BVAL—0.0%0.0%

VTV0.0%—12.1%

IWF0.0%12.1%—

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

Return vs Bumpiness: 3 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

BVALWorst drop−6.7%10.2% 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

VTVBVAL

+22.8%Year to date+18.8%

1.8%Yield1.1%

+27.5%Past year+21.8%

0.03%Fee0.29%

4–0VTV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026