Compare · 2 funds side by side · dividends reinvested

VUG and BVAL

VUGVanguard×BVALBluemonte×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,124VUG · best of the two

02 / 04

VUG 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%$321M1.2

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.6

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: VUG 2004 · BVAL 2025

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,124

VUG

BVAL

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

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

VUGMeasureBVAL

+1.4%Year to dateJan 1 → Nov 6+14.9%

+0.2%1 yearTotal return+17.8%

+22.6%3 years · per year$10,000 became $18,415 · […][…]

+10.0%5 years · per year$10,000 became $16,124 · […][…]

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

0.42%Trailing 12-mo yield$42 · $116 a year on $10k1.16%

−15.1%Worst dropSmaller is better−6.7%

19.0%VolatilityLower is calmer10.7%

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

1–5BVAL wins

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

More Ways to See the Pairs

VUG vs BVAL: Top 5 Holdings

Today

VUG

45.2%in top 5

BVAL

in top 599.2%

VUGStockBVAL

not top 5SPYV33.9%

not top 5SCHV29.4%

not top 5VONV21.2%

not top 5SPYM14.8%

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

Held in common0.0%

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

VUG vs BVAL Returns, Every Period

VanguardVUG

+0.2%

past year

BVALBluemonte

+17.8%

past year

VUGBVALFaded: behind in that period

0–2BVAL wins

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

VUG vs BVAL

YTD

VanguardVUG

+1.4%

BVALBluemonte

+14.9%

+1.4%Year to date+14.9%

−15.1%Worst drop · 1Y−6.7%

19.0%Volatility · 1Y10.7%

0.4%Yield1.2%

$233BAssets$321M

4–0BVAL wins

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

Cost, Income and Risk

Fees: VUG, BVAL

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

BVAL0.29%$29

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

Yields: VUG, BVAL

1.16%highest, BVAL

FundTrailing yieldYield$10k

BVAL1.16%$116

VUG0.42%$42

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

Income After Fees on $10,000

$87most kept, BVAL

BVAL$116 − $29 = $87

VUG$42 − $3 = $39

KeptFee

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

Overlap: VUG, BVAL

Today

0.0%most shared, VUG and BVAL

VUGBVAL

VUG—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

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

BVALVUG

+14.9%Year to date+1.4%

1.2%Yield0.4%

+17.8%Past year+0.2%

0.29%Fee0.03%

3–1BVAL wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026