BVAL vs IVV5YBVALBVALAvsBIVVIVVBluemonte Large Cap Value ETF · $318MiShares Core S&P 500 ETF · $883BReturns · dividends in[…]3 years · per year[…] · $18,122+21.9%[…]5 years · per year[…] · $17,530+11.9%Cost and income0.29%Expense ratio$29 · $3 on $10k · lower wins0.03%1.13%12-mo yield$113 · $110 on $10k1.10%
Overlap: BVAL, IVV, IWFToday55.9%most shared, IVV and IWFBVALIVVIWFBVAL—0.0%0.0%IVV0.0%—55.9%IWF0.0%55.9%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
BVAL vs IVV5YABVALBluemonte Large Cap Value[…]vsIVVBiShares Core S&P 500$17,530MeasureBVALIVVFee0.29%0.03%Cost on $10k a year$29$3Yield1.13%1.10%5 years, per year[…]+11.9%3 years, per year[…]+21.9%Worst drop · 1Y−6.7%−8.9%Volatility · 1Y10.9%13.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIVViShares Core S&P 500 ETFReadDesk0.03%1.10%+1.3%+12.3%+12.7%+21.9%+11.9%−8.9%$882.8B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%+2.3%−1.2%−2.8%+19.8%+9.8%−14.6%$119.2B3ABVALBluemonte Large Cap Value ETFReadDesk0.29%1.13%+0.7%+18.2%+20.5%newnew−6.7%$318MEnd-of-day Nov 11, 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▲▼1BIVViShares Core S&P 500 ETFReadDesk0.03%1.10%+1.3%+12.3%+12.7%+21.9%+11.9%−8.9%$882.8B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%+2.3%−1.2%−2.8%+19.8%+9.8%−14.6%$119.2B3ABVALBluemonte Large Cap Value ETFReadDesk0.29%1.13%+0.7%+18.2%+20.5%newnew−6.7%$318MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 11, 2026
VUG vs SCHGYTDVanguardVUGVA+5.1%vsBSSCHGSchwab+5.9%Jan 1Nov 11+5.1%+5.9%+5.1%Year to date+5.9%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 11, 2026
VOO vs IVVYTDVanguardVOOVA+12.3%vsBiSIVViShares+12.3%Jan 1Nov 11+12.3%+12.3%+12.3%Year to date+12.3%1.1%Yield1.1%$1.00TAssets$883B0–0levelEnd-of-day Nov 11, 2026
Overlap: BVAL, IVV, IWFToday55.9%most shared, IVV and IWFBVALIVVIWFBVAL—0.0%0.0%IVV0.0%—55.9%IWF0.0%55.9%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$107most kept, IVVIVV$110 − $3 = $107BVAL$113 − $29 = $84IWF$37 − $18 = $19KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee