BVAL vs VOO

ABVAL

BVOO

Measures won3–1BVAL wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IWF $15,330

Lowest cost0.03%VOO · $3 on $10k

Most income1.16%BVAL · $116 on $10k

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

Held in common0.0%BVAL and VOO

BVAL

VOO

Bluemonte Large Cap Value ETF · $315MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $18,224+22.1%

[…]5 years · per year[…] · $17,156+11.4%

0.29%Expense ratio$29 · $3 on $10k · lower wins0.03%

1.16%12-mo yield$116 · $110 on $10k1.10%

−6.7%Worst dropSmaller wins−8.9%

10.7%VolatilityLower wins13.5%

3–1BVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBVAL · VOO

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

Held in common0.0%

End-of-day Nov 5, 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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.16%	−3.1%	+15.1%	+18.7%	new	new	−6.7%	$315M

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

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.16%	−3.1%	+15.1%	+18.7%	new	new	−6.7%	$315M

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

Cards for this view

BVAL vs VOO

BVAL

Bluemonte Large Cap Value

[…]

VOO

Vanguard S&P 500

$17,156

MeasureBVALVOO

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield1.16%1.10%

5 years, per year[…]+11.4%

3 years, per year[…]+22.1%

Worst drop · 1Y−6.7%−8.9%

Volatility · 1Y10.7%13.5%

3–1measures won
BVAL first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

Overlap: BVAL, VOO, IWF

Today

59.2%most shared, VOO and IWF

BVALVOOIWF

BVAL—0.0%0.0%

VOO0.0%—59.2%

IWF0.0%59.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

BVAL$116 − $29 = $87

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee