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%$312M1.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B1.6

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

Bluemonte Large Cap Value ETF · $312M[…]

BVAL

IWF

iShares Russell 1000 Growth ETF · $118B$15,892

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

BVALMeasureIWF

+17.3%Year to dateJan 1 → Nov 9−2.5%

+21.1%1 yearTotal return−2.2%

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

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

0.29%Expense ratio$29 · $18 a year on $10k · lower is better0.18%

1.14%Trailing 12-mo yield$114 · $38 a year on $10k0.38%

−6.7%Worst dropSmaller is better−14.6%

10.9%VolatilityLower is calmer19.5%

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

5–1BVAL 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 IWF: Top 5 Holdings

Today

BVAL

99.2%in top 5

IWF

in top 539.7%

BVALStockIWF

33.8%SPYVnot top 5

29.4%SCHVnot top 5

21.2%VONVnot top 5

14.9%SPYMnot top 5

not top 5NVDA14.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

Held in common0.0%

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

BVAL vs IWF Returns, Every Period

BluemonteBVAL

+21.1%

past year

IWFiShares

−2.2%

past year

BVALIWFFaded: behind in that period

2–0BVAL wins

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

BVAL vs IWF

YTD

BluemonteBVAL

+17.3%

IWFiShares

−2.5%

+17.3%Year to date−2.5%

−6.7%Worst drop · 1Y−14.6%

10.9%Volatility · 1Y19.5%

1.1%Yield0.4%

$312MAssets$118B

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$61.4B

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%

$122BAssets$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