BVAL vs VOO

ABVAL

BVOO

Measures won3–1BVAL wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · VO $13,590

Lowest cost0.03%VOO · $3 on $10k

Most income1.39%VO · $139 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 · $311MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $18,079+21.8%

[…]5 years · per year[…] · $17,177+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 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.16%	−0.2%	+14.9%	+17.8%	new	new	−6.7%	$311M

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.16%	−0.2%	+14.9%	+17.8%	new	new	−6.7%	$311M

End-of-day Nov 6, 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

$17,177

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[…]+21.8%

Worst drop · 1Y−6.7%−8.9%

Volatility · 1Y10.7%13.5%

3–1measures won
BVAL first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: BVAL, VOO, VO

Today

15.4%most shared, VOO and VO

BVALVOOVO

BVAL—0.0%0.0%

VOO0.0%—15.4%

VO0.0%15.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

VOO$110 − $3 = $107

BVAL$116 − $29 = $87

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee