BVAL vs IUSV5YBVALBVALAvsBIUSVIUSVBluemonte Large Cap Value ETF · $321MiShares Core S&P U.S. Value ETF · $28.9BReturns · dividends in[…]3 years · per year[…] · $16,318+17.7%[…]5 years · per year[…] · $17,110+11.3%Cost and income0.29%Expense ratio$29 · $4 on $10k · lower wins0.04%1.13%12-mo yield$113 · $161 on $10k1.61%
Overlap: BVAL, IUSV, VTVToday64.1%most shared, IUSV and VTVBVALIUSVVTVBVAL—0.0%0.0%IUSV0.0%—64.1%VTV0.0%64.1%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
BVAL vs IUSV5YABVALBluemonte Large Cap Value[…]vsIUSVBiShares Core S&P U.S. Value$17,110MeasureBVALIUSVFee0.29%0.04%Cost on $10k a year$29$4Yield1.13%1.61%5 years, per year[…]+11.3%3 years, per year[…]+17.7%Worst drop · 1Y−6.7%−6.4%Volatility · 1Y10.9%10.4%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B2BIUSViShares Core S&P U.S. Value ETFReadDesk0.04%1.61%+0.2%+15.5%+16.1%+17.7%+11.3%−6.4%$28.9B3ABVALBluemonte 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▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B2BIUSViShares Core S&P U.S. Value ETFReadDesk0.04%1.61%+0.2%+15.5%+16.1%+17.7%+11.3%−6.4%$28.9B3ABVALBluemonte 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
VTV vs SCHVYTDVanguardVTVVA+22.0%vsBSSCHVSchwab+19.3%Jan 1Nov 13+22.0%+19.3%+22.0%Year to date+19.3%1.8%Yield1.8%$184BAssets$15.8B1–0VTV winsEnd-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, IUSV, VTVToday64.1%most shared, IUSV and VTVBVALIUSVVTVBVAL—0.0%0.0%IUSV0.0%—64.1%VTV0.0%64.1%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$178most kept, VTVVTV$181 − $3 = $178IUSV$161 − $4 = $157BVAL$113 − $29 = $84KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee