Compare · 2 funds side by side · dividends reinvested

VONV and BVAL

VONVVanguard×BVALBluemonte×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,976VONV · best of the two

02 / 04

VONV and BVAL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Russell 1000 Value ETFUS Stock Styles · Value0.06%1.49%+27.6%+32.2%+24.6%+12.4%−6.8%11.3%$21.7B1.3

Bluemonte Large Cap Value ETFUS Stock Styles · Value0.29%1.12%+18.8%+21.8%[…][…]−6.7%10.2%$315M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: VONV 2010 · BVAL 2025

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Russell 1000 Value ETF · $21.7B$17,976

VONV

BVAL

Bluemonte Large Cap Value ETF · $315M[…]

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

VONVMeasureBVAL

+27.6%Year to dateJan 1 → Nov 4+18.8%

+32.2%1 yearTotal return+21.8%

+24.6%3 years · per year$10,000 became $19,351 · […][…]

+12.4%5 years · per year$10,000 became $17,976 · […][…]

0.06%Expense ratio$6 · $29 a year on $10k · lower is better0.29%

1.49%Trailing 12-mo yield$149 · $112 a year on $10k1.12%

−6.8%Worst dropSmaller is better−6.7%

11.3%VolatilityLower is calmer10.2%

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

4–2VONV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VONV vs BVAL: Top 5 Holdings

Today

VONV

22.3%in top 5

BVAL

in top 599.3%

VONVStockBVAL

not top 5SPYV33.7%

not top 5SCHV29.5%

not top 5VONV21.0%

not top 5SPYM15.0%

6.1%AMZNnot top 5

6.1%AAPLnot top 5

5.2%MSFTnot top 5

2.5%BRK-Bnot top 5

2.4%JPMnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

VONV vs BVAL Returns, Every Period

VanguardVONV

+32.2%

past year

BVALBluemonte

+21.8%

past year

VONVBVALFaded: behind in that period

2–0VONV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

VONV vs BVAL

YTD

VanguardVONV

+27.6%

BVALBluemonte

+18.8%

+27.6%Year to date+18.8%

−6.8%Worst drop · 1Y−6.7%

11.3%Volatility · 1Y10.2%

1.5%Yield1.1%

$21.7BAssets$315M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VONV, BVAL

Today

0.06%lowest, VONV

FundExpense ratioFee$10k

VONV0.06%$6

BVAL0.29%$29

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: VONV, BVAL

1.49%highest, VONV

FundTrailing yieldYield$10k

VONV1.49%$149

BVAL1.12%$112

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$143most kept, VONV

VONV$149 − $6 = $143

BVAL$112 − $29 = $83

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: VONV, BVAL

Today

0.0%most shared, VONV and BVAL

VONVBVAL

VONV—0.0%

BVAL0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+32.2%VONV, at 11.3% volatility

BVALWorst drop−6.7%10.2% vol

VONVWorst drop−6.8%11.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VONVBVAL

+27.6%Year to date+18.8%

1.5%Yield1.1%

+32.2%Past year+21.8%

0.06%Fee0.29%

4–0VONV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026