Compare · 4 funds side by side · dividends reinvested

BVAL, VTV, VOO and VUG

BVALBluemonte×VTVVanguard×VOOVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,626VTV · best of the four

02 / 04

BVAL, VTV, VOO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.3

Bluemonte Large Cap Value ETFUS Stock Styles · Value0.29%1.16%+15.1%+18.7%[…][…]−6.7%10.7%$321M2.3

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B3.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: BVAL 2025 · VTV 2004 · VOO 2010 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Bluemonte Large Cap Value ETF · $321M[…]

BVAL

VTV

Vanguard Morningstar Value ETF · $184B$17,626

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

BVALMeasureVTV

+15.1%Year to dateJan 1 → Nov 5+19.0%

+18.7%1 yearTotal return+24.0%

[…]3 years · per year$10,000 became […] · $17,832+21.3%

[…]5 years · per year$10,000 became […] · $17,626+12.0%

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

1.16%Trailing 12-mo yield$116 · $186 a year on $10k1.86%

−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 5, 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

29.4%SCHVnot top 5

21.1%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 5, 2026 · share of each fund

BVAL vs VTV Returns, Every Period

BluemonteBVAL

+18.7%

past year

VTVVanguard

+24.0%

past year

BVALVTVFaded: behind in that period

0–2VTV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

BVAL vs VTV

YTD

BluemonteBVAL

+15.1%

VTVVanguard

+19.0%

+15.1%Year to date+19.0%

−6.7%Worst drop · 1Y−6.4%

10.7%Volatility · 1Y10.7%

1.2%Yield1.9%

$321MAssets$184B

3–0VTV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BVAL, VTV, VOO, VUG

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VOO0.03%$3

VUG0.03%$3

BVAL0.29%$29

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BVAL, VTV, VOO, VUG

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

BVAL1.16%$116

VOO1.10%$110

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

VOO$110 − $3 = $107

BVAL$116 − $29 = $87

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BVAL, VTV, VOO, VUG

Today

58.2%most shared, VOO and VUG

BVALVTVVOOVUG

BVAL—0.0%0.0%0.0%

VTV0.0%—41.1%1.9%

VOO0.0%41.1%—58.2%

VUG0.0%1.9%58.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+24.0%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

BVALWorst drop−6.7%10.7% vol

VOOWorst drop−8.9%13.5% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VTVBVAL

+19.0%Year to date+15.1%

1.9%Yield1.2%

+24.0%Past year+18.7%

0.03%Fee0.29%

4–0VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026