BVAL vs VONV5YBVALBVALAvsBVONVVONVBluemonte Large Cap Value ETF · $318MVanguard Russell 1000 Value ETF · $21.7BReturns · dividends in[…]3 years · per year[…] · $18,491+22.7%[…]5 years · per year[…] · $17,501+11.8%Cost and income0.29%Expense ratio$29 · $6 on $10k · lower wins0.06%1.13%12-mo yield$113 · $150 on $10k1.50%
Overlap: BVAL, VONV, IWFToday18.9%most shared, VONV and IWFBVALVONVIWFBVAL—0.0%0.0%VONV0.0%—18.9%IWF0.0%18.9%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
BVAL vs VONV5YABVALBluemonte Large Cap Value[…]vsVONVBVanguard Russell 1000 Value$17,501MeasureBVALVONVFee0.29%0.06%Cost on $10k a year$29$6Yield1.13%1.50%5 years, per year[…]+11.8%3 years, per year[…]+22.7%Worst drop · 1Y−6.7%−6.8%Volatility · 1Y10.9%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVONVVanguard Russell 1000 Value ETFReadDesk0.06%1.50%+0.4%+26.9%+30.3%+22.7%+11.8%−6.8%$21.7B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%+2.3%−1.2%−2.8%+19.8%+9.8%−14.6%$117.1B3ABVALBluemonte Large Cap Value ETFReadDesk0.29%1.13%+0.7%+18.2%+20.5%newnew−6.7%$318MEnd-of-day Nov 11, 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▲▼1BVONVVanguard Russell 1000 Value ETFReadDesk0.06%1.50%+0.4%+26.9%+30.3%+22.7%+11.8%−6.8%$21.7B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%+2.3%−1.2%−2.8%+19.8%+9.8%−14.6%$117.1B3ABVALBluemonte Large Cap Value ETFReadDesk0.29%1.13%+0.7%+18.2%+20.5%newnew−6.7%$318MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+5.1%vsBSSCHGSchwab+5.9%Jan 1Nov 11+5.1%+5.9%+5.1%Year to date+5.9%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
Overlap: BVAL, VONV, IWFToday18.9%most shared, VONV and IWFBVALVONVIWFBVAL—0.0%0.0%VONV0.0%—18.9%IWF0.0%18.9%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$144most kept, VONVVONV$150 − $6 = $144BVAL$113 − $29 = $84IWF$37 − $18 = $19KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee