BVAL vs VLUE5YBVALBVALAvsBVLUEVLUEBluemonte Large Cap Value ETF · $321MiShares MSCI USA Value Factor ETF · $9.1BReturns · dividends in[…]3 years · per year[…] · $22,564+31.2%[…]5 years · per year[…] · $20,220+15.1%Cost and income0.29%Expense ratio$29 · $15 on $10k · lower wins0.15%1.13%12-mo yield$113 · $163 on $10k1.63%
Overlap: BVAL, VLUE, VTVToday29.1%most shared, VLUE and VTVBVALVLUEVTVBVAL—0.0%0.0%VLUE0.0%—29.1%VTV0.0%29.1%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
BVAL vs VLUE5YABVALBluemonte Large Cap Value[…]vsVLUEBiShares MSCI USA Value Factor$20,220MeasureBVALVLUEFee0.29%0.15%Cost on $10k a year$29$15Yield1.13%1.63%5 years, per year[…]+15.1%3 years, per year[…]+31.2%Worst drop · 1Y−6.7%−11.0%Volatility · 1Y10.9%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVLUEiShares MSCI USA Value Factor ETFReadDesk0.15%1.63%−0.6%+40.1%+45.3%+31.2%+15.1%−11.0%$9.1B2VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B3ABVALBluemonte Large Cap Value ETFReadDesk0.29%1.13%+0.1%+17.8%+18.8%newnew−6.7%$321MEnd-of-day Nov 13, 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▲▼1BVLUEiShares MSCI USA Value Factor ETFReadDesk0.15%1.63%−0.6%+40.1%+45.3%+31.2%+15.1%−11.0%$9.1B2VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B3ABVALBluemonte Large Cap Value ETFReadDesk0.29%1.13%+0.1%+17.8%+18.8%newnew−6.7%$321MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+22.0%vsBSSCHVSchwab+19.3%Jan 1Nov 13+22.0%+19.3%+22.0%Year to date+19.3%1.8%Yield1.8%$184BAssets$15.8B1–0VTV winsEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: BVAL, VLUE, VTVToday29.1%most shared, VLUE and VTVBVALVLUEVTVBVAL—0.0%0.0%VLUE0.0%—29.1%VTV0.0%29.1%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$178most kept, VTVVTV$181 − $3 = $178VLUE$163 − $15 = $148BVAL$113 − $29 = $84KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee