BVAL vs VONV

ABVAL

BVONV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,558VONV · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.51%VONV · $151 on $10k

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

Held in common0.0%BVAL and VONV

BVAL

VONV

Bluemonte Large Cap Value ETF · $312MVanguard Russell 1000 Value ETF · $21.7B

[…]3 years · per year[…] · $18,527+22.8%

[…]5 years · per year[…] · $17,558+11.9%

0.29%Expense ratio$29 · $6 on $10k · lower wins0.06%

1.14%12-mo yield$114 · $151 on $10k1.51%

−6.7%Worst dropSmaller wins−6.8%

10.9%VolatilityLower wins11.7%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBVAL · VONV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BVONV	Vanguard Russell 1000 Value ETFRead Desk	0.06%	1.51%	+2.0%	+26.3%	+31.5%	+22.8%	+11.9%	−6.8%	$21.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.14%	+2.1%	+17.3%	+21.1%	new	new	−6.7%	$312M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVONV	Vanguard Russell 1000 Value ETFRead Desk	0.06%	1.51%	+2.0%	+26.3%	+31.5%	+22.8%	+11.9%	−6.8%	$21.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.14%	+2.1%	+17.3%	+21.1%	new	new	−6.7%	$312M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BVAL vs VONV

BVAL

Bluemonte Large Cap Value

[…]

VONV

Vanguard Russell 1000 Value

$17,558

MeasureBVALVONV

Fee0.29%0.06%

Cost on $10k a year$29$6

Yield1.14%1.51%

5 years, per year[…]+11.9%

3 years, per year[…]+22.8%

Worst drop · 1Y−6.7%−6.8%

Volatility · 1Y10.9%11.7%

2–2measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: BVAL, VONV, VUG

Today

23.7%most shared, VONV and VUG

BVALVONVVUG

BVAL—0.0%0.0%

VONV0.0%—23.7%

VUG0.0%23.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$145most kept, VONV

VONV$151 − $6 = $145

BVAL$114 − $29 = $85

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee