BVAL vs VTV

ABVAL

BVTV

Measures won0–3VTV wins · of 6 · 5Y

$10,000 · 5Y$17,842VTV · VOO $17,749

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 four, 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 Four

5Y4 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
4	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 Four

5Y4 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
4	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

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

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

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

Overlap: BVAL, VTV, VOO, IWF

Today

59.1%most shared, VOO and IWF

BVALVTVVOOIWF

BVAL—0.0%0.0%0.0%

VTV0.0%—41.1%12.2%

VOO0.0%41.1%—59.1%

IWF0.0%12.2%59.1%—

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

VOO$107 − $3 = $104

BVAL$115 − $29 = $86

IWF$37 − $18 = $19

KeptFee

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