BVAL vs VTV

ABVAL

BVTV

Measures won0–3VTV wins · of 6 · 5Y

$10,000 · 5Y$17,842VTV · IJR $13,468

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%BVAL and VTV

BVAL

VTV

Bluemonte Large Cap Value ETF · $315MVanguard Morningstar Value ETF · $184B

[…]3 years · per year[…] · $18,466+22.7%

[…]5 years · per year[…] · $17,842+12.3%

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

1.15%12-mo yield$115 · $183 on $10k1.83%

−6.7%Worst dropSmaller wins−6.4%

10.1%VolatilityLower wins10.1%

0–3VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBVAL · VTV

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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B
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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B
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 VTV

BVAL

Bluemonte Large Cap Value

[…]

VTV

Vanguard Morningstar Value

$17,842

MeasureBVALVTV

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield1.15%1.83%

5 years, per year[…]+12.3%

3 years, per year[…]+22.7%

Worst drop · 1Y−6.7%−6.4%

Volatility · 1Y10.1%10.1%

3–0measures won
VTV first

0.0%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: BVAL, VTV, IJR

Today

0.0%most shared, BVAL and VTV

BVALVTVIJR

BVAL—0.0%0.0%

VTV0.0%—0.0%

IJR0.0%0.0%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IJR$121 − $6 = $115

BVAL$115 − $29 = $86

KeptFee

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