BVAL vs VTI

ABVAL

BVTI

Measures won3–1BVAL wins · of 6 · 5Y

$10,000 · 5Y$17,257VTI

Lowest cost0.03%VTI · $3 on $10k

Most income1.12%BVAL · $112 on $10k

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

Held in common0.0%BVAL and VTI

BVAL

VTI

Bluemonte Large Cap Value ETF · $315MVanguard Morningstar Total Stock Market ETF · $689B

[…]3 years · per year[…] · $19,059+24.0%

[…]5 years · per year[…] · $17,257+11.5%

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

1.12%12-mo yield$112 · $105 on $10k1.05%

−6.7%Worst dropSmaller wins−8.9%

10.2%VolatilityLower wins13.1%

3–1BVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsBVAL · VTI

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

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B
2	ABVAL	Bluemonte Large Cap Value ETFRead Desk		0.29%	1.12%	+2.0%	+18.8%	+21.8%	new	new	−6.7%	$315M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B
2	ABVAL	Bluemonte Large Cap Value ETFRead Desk		0.29%	1.12%	+2.0%	+18.8%	+21.8%	new	new	−6.7%	$315M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BVAL vs VTI

BVAL

Bluemonte Large Cap Value

[…]

VTI

Vanguard Morningstar Total Stock Market

$17,257

MeasureBVALVTI

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield1.12%1.05%

5 years, per year[…]+11.5%

3 years, per year[…]+24.0%

Worst drop · 1Y−6.7%−8.9%

Volatility · 1Y10.2%13.1%

3–1measures won
BVAL first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: BVAL, VTI

Today

0.0%most shared, BVAL and VTI

BVALVTI

BVAL—0.0%

VTI0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$102most kept, VTI

VTI$105 − $3 = $102

BVAL$112 − $29 = $83

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee