BVAL vs SPY

ABVAL

BSPY

Measures won3–1BVAL wins · of 6 · 5Y

$10,000 · 5Y$17,481SPY · VUG $16,557

Lowest cost0.03%VUG · $3 on $10k

Most income1.13%BVAL · $113 on $10k

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

Held in common0.0%BVAL and SPY

Bluemonte Large Cap Value ETF · $318MState Street SPDR S&P 500 ETF · $793B

[…]3 years · per year[…] · $18,083+21.8%

[…]5 years · per year[…] · $17,481+11.8%

0.29%Expense ratio$29 · $9 on $10k · lower wins0.09%

1.13%12-mo yield$113 · $100 on $10k1.00%

Cards for this view

BVAL

Bluemonte Large Cap Value

[…]

SPY

SPDR S&P 500

$17,481

MeasureBVALSPY

Fee0.29%0.09%

Cost on $10k a year$29$9

Yield1.13%1.00%

5 years, per year[…]+11.8%

3 years, per year[…]+21.8%

Worst drop · 1Y−6.7%−8.9%

Volatility · 1Y10.9%13.7%

#
1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
3	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.13%	+0.7%	+18.2%	+20.5%	new	new	−6.7%	$318M

#
1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
3	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.13%	+0.7%	+18.2%	+20.5%	new	new	−6.7%	$318M

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