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%1.14%+17.4%+21.3%[…][…]−6.7%10.9%$311M1.5

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%$853B1.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$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 9, 2026 · returns include dividends · since: IVV 2000 · BVAL 2025 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

BVAL

IVV

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

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

BVALMeasureIVV

+17.4%Year to dateJan 1 → Nov 9+8.7%

+21.3%1 yearTotal return+9.8%

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

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

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

1.14%Trailing 12-mo yield$114 · $114 a year on $10k1.14%

−6.7%Worst dropSmaller is better−8.9%

10.9%VolatilityLower is calmer13.6%

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

4–1BVAL wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BVAL vs IVV: Top 5 Holdings

Today

BVAL

99.2%in top 5

IVV

in top 527.8%

BVALStockIVV

33.9%SPYVnot top 5

29.4%SCHVnot top 5

21.2%VONVnot top 5

14.8%SPYMnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

BVAL vs IVV Returns, Every Period

BluemonteBVAL

+21.3%

past year

IVViShares

+9.8%

past year

BVALIVVFaded: behind in that period

2–0BVAL wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: BVAL vs IVV

YTD

BluemonteBVAL

+17.4%

IVViShares

+8.7%

+17.4%Year to date+8.7%

−6.7%Worst drop · 1Y−8.9%

10.9%Volatility · 1Y13.6%

1.1%Yield1.1%

$311MAssets$853B

3–0BVAL wins

End-of-day Nov 9, 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 9, 2026 · fee on $10,000 a year

Yields: IVV, BVAL, VUG

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

BVAL1.14%$114

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

BVAL$114 − $29 = $85

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 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 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.3%BVAL, at 10.9% volatility

BVALWorst drop−6.7%10.9% vol

IVVWorst drop−8.9%13.6% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IVVBVAL

+8.7%Year to date+17.4%

1.1%Yield1.1%

+9.8%Past year+21.3%

0.03%Fee0.29%

2–1BVAL wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+8.7%

+11.3%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

1–0VOO wins

End-of-day Nov 9, 2026