Compare · 3 funds side by side · dividends reinvested

BVAL, VTV and VOO

BVALBluemonte×VTVVanguard×VOOVanguard×

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

02 / 04

BVAL, VTV and VOO, 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%$184B1.3

Bluemonte Large Cap Value ETFUS Stock Styles · Value0.29%1.15%+16.5%+19.2%[…][…]−6.7%10.1%$315M2.0

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

Rank among the three1st → 3rdFee, 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

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$17,749

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

BVALMeasureVOO

+16.5%Year to dateJan 1 → Nov 3+11.5%

+19.2%1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $19,094+24.1%

[…]5 years · per year$10,000 became […] · $17,749+12.2%

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

1.15%Trailing 12-mo yield$115 · $107 a year on $10k1.07%

−6.7%Worst dropSmaller is better−8.9%

10.1%VolatilityLower is calmer12.7%

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

5–1BVAL 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 VOO: Top 5 Holdings

Today

BVAL

99.3%in top 5

VOO

in top 528.3%

BVALStockVOO

33.8%SPYVnot top 5

29.5%SCHVnot top 5

21.0%VONVnot top 5

14.9%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 3, 2026 · share of each fund

BVAL vs VOO Returns, Every Period

BluemonteBVAL

+19.2%

past year

VOOVanguard

+11.9%

past year

BVALVOOFaded: behind in that period

2–0BVAL 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

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VOO0.03%$3

BVAL0.29%$29

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

Yields: BVAL, VTV, VOO

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

BVAL1.15%$115

VOO1.07%$107

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

KeptFee

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

Overlap: BVAL, VTV, VOO

Today

41.1%most shared, VTV and VOO

BVALVTVVOO

BVAL—0.0%0.0%

VTV0.0%—41.1%

VOO0.0%41.1%—

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

Return vs Bumpiness: 3 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

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 Three

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

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026