Compare · 3 funds side by side · dividends reinvested

VO, BVAL and VUG

VOVanguard×BVALBluemonte×VUGVanguard×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,151VUG · best of the three

Story of the three · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the three · RiskSmallest drop

VO, BVAL and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bluemonte Large Cap Value ETFUS Stock Styles · Value0.29%1.13%+17.8%+18.8%[…][…]−6.7%10.9%$321M1.5

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.5%+6.6%−8.2%13.2%$103B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: VO 2004 · BVAL 2025 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Bluemonte Large Cap Value ETF · $321M[…]

BVAL

VUG

Vanguard Morningstar Growth ETF · $233B$16,151

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

BVALMeasure

More Ways to See the Pairs

BVAL vs VUG: Top 5 Holdings

Today

BVAL

99.3%in top 5

VUG

in top 545.2%

BVALStockVUG

33.8%SPYVnot top 5

29.4%SCHVnot top 5

21.1%VONVnot top 5

14.9%SPYMnot top 5

not top 5NVDA13.5%

Cost, Income and Risk

Fees: VO, BVAL, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

BVAL0.29%$29

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: VO, BVAL, VUG

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

VUG

+17.8%Year to dateJan 1 → Nov 13+3.9%

+18.8%1 yearTotal return+2.8%

[…]3 years · per year$10,000 became […] · $17,979+21.6%

[…]5 years · per year$10,000 became […] · $16,151+10.1%

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

1.13%Trailing 12-mo yield$113 · $41 a year on $10k0.41%

−6.7%Worst dropSmaller is better−15.1%

10.9%VolatilityLower is calmer19.1%

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

5–1BVAL wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

BVAL vs VUG Returns, Every Period

1Y

BluemonteBVAL

+18.8%

past year

VUGVanguard

+2.8%

past year

BVALVUGFaded: behind in that period

2–0BVAL wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

BVAL vs VO

YTD

BluemonteBVAL

+17.8%

VOVanguard

+14.0%

+17.8%Year to date+14.0%

−6.7%Worst drop · 1Y−8.2%

10.9%Volatility · 1Y13.2%

1.1%Yield1.3%

$321MAssets$103B

3–1BVAL wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

BVAL1.13%$113

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

BVAL$113 − $29 = $84

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: VO, BVAL, VUG

Today

10.2%most shared, VO and VUG

VOBVALVUG

VO—0.0%10.2%

BVAL0.0%—0.0%

VUG10.2%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+18.8%BVAL, at 10.9% volatility

BVALWorst drop−6.7%10.9% vol

VOWorst drop−8.2%13.2% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

VOBVAL

+14.0%Year to date+17.8%

1.3%Yield1.1%

+13.7%Past year+18.8%

0.03%Fee0.29%

2–2level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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VO, BVAL and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three