BVAL vs VOO

ABVAL

BVOO

Measures won3–1BVAL wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · VTI $16,880

Lowest cost0.03%VOO · $3 on $10k

Most income1.15%BVAL · $115 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[…] · $19,094+24.1%

[…]5 years · per year[…] · $17,749+12.2%

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

1.15%12-mo yield$115 · $107 on $10k1.07%

−6.7%Worst dropSmaller wins−8.9%

10.1%VolatilityLower wins12.7%

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 3, 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%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+0.3%	+11.7%	+11.9%	+23.8%	+11.0%	−8.9%	$689.2B
3	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.15%	−0.4%	+16.5%	+19.2%	new	new	−6.7%	$315M

End-of-day Nov 3, 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%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+0.3%	+11.7%	+11.9%	+23.8%	+11.0%	−8.9%	$689.2B
3	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.15%	−0.4%	+16.5%	+19.2%	new	new	−6.7%	$315M

End-of-day Nov 3, 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

$17,749

MeasureBVALVOO

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield1.15%1.07%

5 years, per year[…]+12.2%

3 years, per year[…]+24.1%

Worst drop · 1Y−6.7%−8.9%

Volatility · 1Y10.1%12.7%

2–1measures won
BVAL first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

Overlap: BVAL, VOO, VTI

Today

89.0%most shared, VOO and VTI

BVALVOOVTI

BVAL—0.0%0.0%

VOO0.0%—89.0%

VTI0.0%89.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

VTI$106 − $3 = $103

BVAL$115 − $29 = $86

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee