Compare · 3 funds side by side · dividends reinvested

VOO, BVAL and IVV

VOOVanguard×BVALBluemonte×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

VOO, BVAL and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bluemonte Large Cap Value ETFUS Stock Styles · Value0.29%1.16%+15.1%+18.7%[…][…]−6.7%10.7%$321M1.3

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.9

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: VOO 2010 · BVAL 2025 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,156

VOO

BVAL

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

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

VOOMeasureBVAL

+8.4%Year to dateJan 1 → Nov 5+15.1%

+9.8%1 yearTotal return+18.7%

+22.1%3 years · per year$10,000 became $18,224 · […][…]

+11.4%5 years · per year$10,000 became $17,156 · […][…]

0.03%Expense ratio$3 · $29 a year on $10k · lower is better0.29%

1.10%Trailing 12-mo yield$110 · $116 a year on $10k1.16%

−8.9%Worst dropSmaller is better−6.7%

13.5%VolatilityLower is calmer10.7%

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

1–5BVAL wins

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

More Ways to See the Pairs

VOO vs BVAL: Top 5 Holdings

Today

VOO

28.3%in top 5

BVAL

in top 599.3%

VOOStockBVAL

not top 5SPYV33.8%

not top 5SCHV29.4%

not top 5VONV21.1%

not top 5SPYM15.0%

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

VOO vs BVAL Returns, Every Period

VanguardVOO

+9.8%

past year

BVALBluemonte

+18.7%

past year

VOOBVALFaded: behind in that period

0–2BVAL wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs Stocks: VOO vs BVAL

YTD

VanguardVOO

+8.4%

BVALBluemonte

+15.1%

+8.4%Year to date+15.1%

−8.9%Worst drop · 1Y−6.7%

13.5%Volatility · 1Y10.7%

1.1%Yield1.2%

$1.00TAssets$321M

4–0BVAL wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VOO, BVAL, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

BVAL0.29%$29

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VOO, BVAL, IVV

1.16%highest, BVAL

FundTrailing yieldYield$10k

BVAL1.16%$116

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

BVAL$116 − $29 = $87

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VOO, BVAL, IVV

Today

93.5%most shared, VOO and IVV

VOOBVALIVV

VOO—0.0%93.5%

BVAL0.0%—0.0%

IVV93.5%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.7%BVAL, at 10.7% volatility

BVALWorst drop−6.7%10.7% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BVALVOO

+15.1%Year to date+8.4%

1.2%Yield1.1%

+18.7%Past year+9.8%

0.29%Fee0.03%

3–1BVAL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026