Compare · 2 funds side by side · dividends reinvested

IWF and BVAL

IWFiShares×BVALBluemonte×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,892IWF · best of the two

02 / 04

IWF and BVAL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bluemonte Large Cap Value ETFUS Stock Styles · Value0.29%1.14%+17.3%+21.1%[…][…]−6.7%10.9%$311M1.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B1.6

Rank among the two1st → 2ndFee, 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: IWF 2000 · BVAL 2025

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $115B$15,892

IWF

BVAL

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

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

IWFMeasureBVAL

−2.5%Year to dateJan 1 → Nov 9+17.3%

−2.2%1 yearTotal return+21.1%

+19.8%3 years · per year$10,000 became $17,207 · […][…]

+9.7%5 years · per year$10,000 became $15,892 · […][…]

0.18%Expense ratio$18 · $29 a year on $10k · lower is better0.29%

0.38%Trailing 12-mo yield$38 · $114 a year on $10k1.14%

−14.6%Worst dropSmaller is better−6.7%

19.5%VolatilityLower is calmer10.9%

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

1–5BVAL wins

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

More Ways to See the Pairs

IWF vs BVAL: Top 5 Holdings

Today

IWF

39.7%in top 5

BVAL

in top 599.2%

IWFStockBVAL

not top 5SPYV33.8%

not top 5SCHV29.4%

not top 5VONV21.2%

not top 5SPYM14.9%

14.3%NVDAnot top 5

8.8%AAPLnot top 5

6.5%MSFTnot top 5

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

Held in common0.0%

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

IWF vs BVAL Returns, Every Period

iSharesIWF

−2.2%

past year

BVALBluemonte

+21.1%

past year

IWFBVALFaded: behind in that period

0–2BVAL wins

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

IWF vs BVAL

YTD

iSharesIWF

−2.5%

BVALBluemonte

+17.3%

−2.5%Year to date+17.3%

−14.6%Worst drop · 1Y−6.7%

19.5%Volatility · 1Y10.9%

0.4%Yield1.1%

$115BAssets$311M

4–0BVAL wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWF, BVAL

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

BVAL0.29%$29

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

Yields: IWF, BVAL

1.14%highest, BVAL

FundTrailing yieldYield$10k

BVAL1.14%$114

IWF0.38%$38

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

Income After Fees on $10,000

$85most kept, BVAL

BVAL$114 − $29 = $85

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IWF, BVAL

Today

0.0%most shared, IWF and BVAL

IWFBVAL

IWF—0.0%

BVAL0.0%—

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

Return vs Bumpiness: 2 ETFs

+21.1%BVAL, at 10.9% volatility

BVALWorst drop−6.7%10.9% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

BVALIWF

+17.3%Year to date−2.5%

1.1%Yield0.4%

+21.1%Past year−2.2%

0.29%Fee0.18%

3–1BVAL wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026