Loading…

Getting the latest data.

ABVAL

BIVV

Measures won3–1BVAL wins · of 6 · 5Y

$10,000 · 5Y$17,416VOO · IVV $17,414

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%BVAL · $114 on $10k

Smallest drop−6.7%BVAL · worst fall in 1Y

Held in common0.0%BVAL and IVV

Bluemonte Large Cap Value ETF · $318MiShares Core S&P 500 ETF · $872B

[…]3 years · per year[…] · $17,934+21.5%

[…]5 years · per year[…] · $17,414+11.7%

0.29%Expense ratio$29 · $3 on $10k · lower wins0.03%

1.14%12-mo yield$114 · $111 on $10k1.11%

Cards for this view

BVAL

Bluemonte Large Cap Value

[…]

IVV

iShares Core S&P 500

$17,414

MeasureBVALIVV

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield1.14%1.11%

5 years, per year[…]+11.7%

3 years, per year[…]+21.5%

Worst drop · 1Y−6.7%−8.9%

Volatility · 1Y10.9%13.8%

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
4	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.14%	0.0%	+17.3%	+20.5%	new	new	−6.7%	$318M

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
4	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.14%	0.0%	+17.3%	+20.5%	new	new	−6.7%	$318M