Compare · 2 funds side by side · dividends reinvested

VOO and BVAL

VOOVanguard×BVALBluemonte×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177VOO · best of the two

02 / 04

VOO and BVAL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bluemonte Large Cap Value ETFUS Stock Styles · Value0.29%1.16%+14.9%+17.8%[…][…]−6.7%10.7%$311M1.2

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: VOO 2010 · BVAL 2025

Head to Head

Swap sides Versus in desk

Head to Head

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

BVAL

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

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

BVALMeasureVOO

+14.9%Year to dateJan 1 → Nov 6+8.7%

+17.8%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,079+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

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

1.16%Trailing 12-mo yield$116 · $110 a year on $10k1.10%

−6.7%Worst dropSmaller is better−8.9%

10.7%VolatilityLower is calmer13.5%

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

5–1BVAL wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BVAL vs VOO: Top 5 Holdings

Today

BVAL

99.2%in top 5

VOO

in top 528.3%

BVALStockVOO

33.9%SPYVnot top 5

29.4%SCHVnot top 5

21.2%VONVnot top 5

14.8%SPYMnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

BVAL vs VOO Returns, Every Period

BluemonteBVAL

+17.8%

past year

VOOVanguard

+9.8%

past year

BVALVOOFaded: behind in that period

2–0BVAL wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: BVAL vs VOO

YTD

BluemonteBVAL

+14.9%

VOOVanguard

+8.7%

+14.9%Year to date+8.7%

−6.7%Worst drop · 1Y−8.9%

10.7%Volatility · 1Y13.5%

1.2%Yield1.1%

$311MAssets$1.00T

4–0BVAL wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VOO, BVAL

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

BVAL0.29%$29

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VOO, BVAL

1.16%highest, BVAL

FundTrailing yieldYield$10k

BVAL1.16%$116

VOO1.10%$110

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

BVAL$116 − $29 = $87

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VOO, BVAL

Today

0.0%most shared, VOO and BVAL

VOOBVAL

VOO—0.0%

BVAL0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.8%BVAL, at 10.7% volatility

BVALWorst drop−6.7%10.7% vol

VOOWorst drop−8.9%13.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

BVALVOO

+14.9%Year to date+8.7%

1.2%Yield1.1%

+17.8%Past year+9.8%

0.29%Fee0.03%

3–1BVAL wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026