BVAL vs IWD

ABVAL

BIWD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,402IWD · IJH $13,809

Lowest cost0.05%IJH · $5 on $10k

Most income1.34%IWD · $134 on $10k

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

Held in common0.0%BVAL and IWD

Bluemonte Large Cap Value ETF · $318MiShares Russell 1000 Value ETF · $85.1B

[…]3 years · per year[…] · $18,423+22.6%

[…]5 years · per year[…] · $17,402+11.7%

0.29%Expense ratio$29 · $18 on $10k · lower wins0.18%

1.13%12-mo yield$113 · $134 on $10k1.34%

Cards for this view

BVAL

Bluemonte Large Cap Value

[…]

IWD

iShares Russell 1000 Value

$17,402

MeasureBVALIWD

Fee0.29%0.18%

Cost on $10k a year$29$18

Yield1.13%1.34%

5 years, per year[…]+11.7%

3 years, per year[…]+22.6%

Worst drop · 1Y−6.7%−6.8%

Volatility · 1Y10.9%

#
1	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	−0.4%	+26.2%	+28.7%	+22.6%	+11.7%	−6.8%	$85.1B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$125.5B
3	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.13%	−0.4%	+17.7%	+19.2%	new	new	−6.7%	$318M

#
1	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	−0.4%	+26.2%	+28.7%	+22.6%	+11.7%	−6.8%	$85.1B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$125.5B
3	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.13%	−0.4%	+17.7%	+19.2%	new	new	−6.7%	$318M

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