Compare · 4 funds side by side · dividends reinvested

BVAL, VTV, VOO and VO

BVALBluemonte×VTVVanguard×VOOVanguard×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,585VTV · best of the four

02 / 04

BVAL, VTV, VOO and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.1

Bluemonte Large Cap Value ETFUS Stock Styles · Value0.29%1.16%+14.9%+17.8%[…][…]−6.7%10.7%$311M2.5

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: BVAL 2025 · VTV 2004 · VOO 2010 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Bluemonte Large Cap Value ETF · $311M[…]

BVAL

VTV

Vanguard Morningstar Value ETF · $184B$17,585

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

BVALMeasureVTV

+14.9%Year to dateJan 1 → Nov 6+18.5%

+17.8%1 yearTotal return+22.9%

[…]3 years · per year$10,000 became […] · $17,687+20.9%

[…]5 years · per year$10,000 became […] · $17,585+12.0%

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

1.16%Trailing 12-mo yield$116 · $187 a year on $10k1.87%

−6.7%Worst dropSmaller is better−6.4%

10.7%VolatilityLower is calmer10.7%

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

0–5VTV wins

End-of-day Nov 6, 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

99.2%in top 5

VTV

in top 515.8%

BVALStockVTV

33.9%SPYVnot top 5

29.4%SCHVnot top 5

21.2%VONVnot top 5

14.8%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 6, 2026 · share of each fund

BVAL vs VTV Returns, Every Period

BluemonteBVAL

+17.8%

past year

VTVVanguard

+22.9%

past year

BVALVTVFaded: behind in that period

0–2VTV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

BVAL vs VTV

YTD

BluemonteBVAL

+14.9%

VTVVanguard

+18.5%

+14.9%Year to date+18.5%

−6.7%Worst drop · 1Y−6.4%

10.7%Volatility · 1Y10.7%

1.2%Yield1.9%

$311MAssets$184B

3–0VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BVAL, VTV, VOO, VO

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VOO0.03%$3

VO0.03%$3

BVAL0.29%$29

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BVAL, VTV, VOO, VO

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

VO1.39%$139

BVAL1.16%$116

VOO1.10%$110

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

VO$139 − $3 = $136

VOO$110 − $3 = $107

BVAL$116 − $29 = $87

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BVAL, VTV, VOO, VO

Today

41.1%most shared, VTV and VOO

BVALVTVVOOVO

BVAL—0.0%0.0%0.0%

VTV0.0%—41.1%28.5%

VOO0.0%41.1%—15.4%

VO0.0%28.5%15.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

BVALWorst drop−6.7%10.7% vol

VOWorst drop−8.2%12.9% vol

VOOWorst drop−8.9%13.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVBVAL

+18.5%Year to date+14.9%

1.9%Yield1.2%

+22.9%Past year+17.8%

0.03%Fee0.29%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026