Compare · 4 funds side by side · dividends reinvested

BVAL, VTV, VOO and IWF

BVALBluemonte×VTVVanguard×VOOVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,842VTV · best of the four

02 / 04

BVAL, VTV, VOO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+25.0%+22.7%+12.3%−6.4%10.1%$184B1.4

Bluemonte Large Cap Value ETFUS Stock Styles · Value0.29%1.15%+16.5%+19.2%[…][…]−6.7%10.1%$315M2.2

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.5%−2.9%+22.7%+10.5%−15.6%18.3%$120B3.5

Rank among the four1st → 4thFee, 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 · VTV 2004 · VOO 2010 · 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$17,842

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

BVALMeasureVTV

+16.5%Year to dateJan 1 → Nov 3+21.0%

+19.2%1 yearTotal return+25.0%

[…]3 years · per year$10,000 became […] · $18,466+22.7%

[…]5 years · per year$10,000 became […] · $17,842+12.3%

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

1.15%Trailing 12-mo yield$115 · $183 a year on $10k1.83%

−6.7%Worst dropSmaller is better−6.4%

10.1%VolatilityLower is calmer10.1%

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

0–5VTV 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 VTV: Top 5 Holdings

Today

BVAL

99.3%in top 5

VTV

in top 515.8%

BVALStockVTV

33.8%SPYVnot top 5

29.5%SCHVnot top 5

21.0%VONVnot top 5

14.9%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 3, 2026 · share of each fund

BVAL vs VTV Returns, Every Period

BluemonteBVAL

+19.2%

past year

VTVVanguard

+25.0%

past year

BVALVTVFaded: behind in that period

0–2VTV wins

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

BVAL vs VTV

YTD

BluemonteBVAL

+16.5%

VTVVanguard

+21.0%

+16.5%Year to date+21.0%

−6.7%Worst drop · 1Y−6.4%

10.1%Volatility · 1Y10.1%

1.1%Yield1.8%

$315MAssets$184B

3–0VTV wins

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

Cost, Income and Risk

Fees: BVAL, VTV, VOO, IWF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VOO0.03%$3

IWF0.18%$18

BVAL0.29%$29

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

Yields: BVAL, VTV, VOO, IWF

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

BVAL1.15%$115

VOO1.07%$107

IWF0.37%$37

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VOO$107 − $3 = $104

BVAL$115 − $29 = $86

IWF$37 − $18 = $19

KeptFee

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

Overlap: BVAL, VTV, VOO, IWF

Today

59.1%most shared, VOO and IWF

BVALVTVVOOIWF

BVAL—0.0%0.0%0.0%

VTV0.0%—41.1%12.2%

VOO0.0%41.1%—59.1%

IWF0.0%12.2%59.1%—

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

Return vs Bumpiness: 4 ETFs

+25.0%VTV, at 10.1% volatility

BVALWorst drop−6.7%10.1% vol

VTVWorst drop−6.4%10.1% vol

VOOWorst drop−8.9%12.7% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

VTVBVAL

+21.0%Year to date+16.5%

1.8%Yield1.1%

+25.0%Past year+19.2%

0.03%Fee0.29%

4–0VTV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Four

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

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026