BVAL vs IVV5YBVALBVALAvsBIVVIVVBluemonte Large Cap Value ETF · $318MiShares Core S&P 500 ETF · $872BReturns · dividends in[…]3 years · per year[…] · $17,934+21.5%[…]5 years · per year[…] · $17,414+11.7%Cost and income0.29%Expense ratio$29 · $3 on $10k · lower wins0.03%1.14%12-mo yield$114 · $111 on $10k1.11%
Overlap: BVAL, IVV, VUGToday55.3%most shared, IVV and VUGBVALIVVVUGBVAL—0.0%0.0%IVV0.0%—55.3%VUG0.0%55.3%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
BVAL vs IVV5YABVALBluemonte Large Cap Value[…]vsIVVBiShares Core S&P 500$17,414MeasureBVALIVVFee0.29%0.03%Cost on $10k a year$29$3Yield1.14%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%
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%1.11%−0.4%+10.9%+13.0%+21.5%+11.7%−8.9%$871.7B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B3ABVALBluemonte Large Cap Value ETFReadDesk0.29%1.14%0.0%+17.3%+20.5%newnew−6.7%$318MEnd-of-day Nov 10, 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%1.11%−0.4%+10.9%+13.0%+21.5%+11.7%−8.9%$871.7B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B3ABVALBluemonte Large Cap Value ETFReadDesk0.29%1.14%0.0%+17.3%+20.5%newnew−6.7%$318MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 10, 2026
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 10, 2026
VOO vs IVVYTDVanguardVOOVA+10.9%vsBiSIVViShares+10.9%Jan 1Nov 10+10.9%+10.9%+10.9%Year to date+10.9%1.1%Yield1.1%$1.00TAssets$872B0–0levelEnd-of-day Nov 10, 2026
Overlap: BVAL, IVV, VUGToday55.3%most shared, IVV and VUGBVALIVVVUGBVAL—0.0%0.0%IVV0.0%—55.3%VUG0.0%55.3%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$108most kept, IVVIVV$111 − $3 = $108BVAL$114 − $29 = $85VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee