Compare · 3 funds side by side · dividends reinvested

IVV, BVAL and VUG

IVViShares×BVALBluemonte×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

IVV, BVAL and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bluemonte Large Cap Value ETFUS Stock Styles · Value0.29%1.16%+14.9%+17.8%[…][…]−6.7%10.7%$311M1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IVV 2000 · BVAL 2025 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

BVAL

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

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

IVVMeasureBVAL

+8.7%Year to dateJan 1 → Nov 6+14.9%

+9.8%1 yearTotal return+17.8%

+21.8%3 years · per year$10,000 became $18,084 · […][…]

+11.4%5 years · per year$10,000 became $17,177 · […][…]

0.03%Expense ratio$3 · $29 a year on $10k · lower is better0.29%

1.14%Trailing 12-mo yield$114 · $116 a year on $10k1.16%

−8.9%Worst dropSmaller is better−6.7%

13.6%VolatilityLower is calmer10.7%

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

1–5BVAL wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs BVAL: Top 5 Holdings

Today

IVV

27.8%in top 5

BVAL

in top 599.2%

IVVStockBVAL

not top 5SPYV33.9%

not top 5SCHV29.4%

not top 5VONV21.2%

not top 5SPYM14.8%

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

IVV vs BVAL Returns, Every Period

iSharesIVV

+9.8%

past year

BVALBluemonte

+17.8%

past year

IVVBVALFaded: behind in that period

0–2BVAL wins

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

Core vs Stocks: IVV vs BVAL

YTD

iSharesIVV

+8.7%

BVALBluemonte

+14.9%

+8.7%Year to date+14.9%

−8.9%Worst drop · 1Y−6.7%

13.6%Volatility · 1Y10.7%

1.1%Yield1.2%

$853BAssets$311M

4–0BVAL wins

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

Cost, Income and Risk

Fees: IVV, BVAL, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

BVAL0.29%$29

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

Yields: IVV, BVAL, VUG

1.16%highest, BVAL

FundTrailing yieldYield$10k

BVAL1.16%$116

IVV1.14%$114

VUG0.42%$42

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

BVAL$116 − $29 = $87

VUG$42 − $3 = $39

KeptFee

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

Overlap: IVV, BVAL, VUG

Today

54.8%most shared, IVV and VUG

IVVBVALVUG

IVV—0.0%54.8%

BVAL0.0%—0.0%

VUG54.8%0.0%—

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

Return vs Bumpiness: 3 ETFs

+17.8%BVAL, at 10.7% volatility

BVALWorst drop−6.7%10.7% vol

IVVWorst drop−8.9%13.6% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

BVALIVV

+14.9%Year to date+8.7%

1.2%Yield1.1%

+17.8%Past year+9.8%

0.29%Fee0.03%

3–1BVAL wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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