BVAL vs IJR5YBVALBVALAvsBIJRIJRBluemonte Large Cap Value ETF · $321MiShares Core S&P Small-Cap ETF · $106BReturns · dividends in[…]3 years · per year[…] · $16,058+17.1%[…]5 years · per year[…] · $12,645+4.8%Cost and income0.29%Expense ratio$29 · $6 on $10k · lower wins0.06%1.13%12-mo yield$113 · $121 on $10k1.21%
Overlap: BVAL, IJR, IWFToday0.1%most shared, IJR and IWFBVALIJRIWFBVAL—0.0%0.0%IJR0.0%—0.1%IWF0.0%0.1%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
BVAL vs IJR5YABVALBluemonte Large Cap Value[…]vsIJRBiShares Core S&P Small-Cap$12,645MeasureBVALIJRFee0.29%0.06%Cost on $10k a year$29$6Yield1.13%1.21%5 years, per year[…]+4.8%3 years, per year[…]+17.1%Worst drop · 1Y−6.7%−9.7%Volatility · 1Y10.9%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$118.9B2BIJRiShares Core S&P Small-Cap ETFReadDesk0.06%1.21%0.0%+18.0%+19.2%+17.1%+4.8%−9.7%$105.8B3ABVALBluemonte Large Cap Value ETFReadDesk0.29%1.13%+0.1%+17.8%+18.8%newnew−6.7%$321MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$118.9B2BIJRiShares Core S&P Small-Cap ETFReadDesk0.06%1.21%0.0%+18.0%+19.2%+17.1%+4.8%−9.7%$105.8B3ABVALBluemonte Large Cap Value ETFReadDesk0.29%1.13%+0.1%+17.8%+18.8%newnew−6.7%$321MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.9B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: BVAL, IJR, IWFToday0.1%most shared, IJR and IWFBVALIJRIWFBVAL—0.0%0.0%IJR0.0%—0.1%IWF0.0%0.1%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$115most kept, IJRIJR$121 − $6 = $115BVAL$113 − $29 = $84IWF$38 − $18 = $20KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee