BVAL vs VTV

ABVAL

BVTV

Measures won0–3VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · VUG $16,124

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 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 · $311MVanguard Morningstar Value ETF · $184B

[…]3 years · per year[…] · $17,687+20.9%

[…]5 years · per year[…] · $17,585+12.0%

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

1.16%12-mo yield$116 · $187 on $10k1.87%

−6.7%Worst dropSmaller wins−6.4%

10.7%VolatilityLower wins10.7%

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 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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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 VTV

BVAL

Bluemonte Large Cap Value

[…]

VTV

Vanguard Morningstar Value

$17,585

MeasureBVALVTV

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield1.16%1.87%

5 years, per year[…]+12.0%

3 years, per year[…]+20.9%

Worst drop · 1Y−6.7%−6.4%

Volatility · 1Y10.7%10.7%

3–0measures won
VTV first

0.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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, VTV, VUG

Today

1.9%most shared, VTV and VUG

BVALVTVVUG

BVAL—0.0%0.0%

VTV0.0%—1.9%

VUG0.0%1.9%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

BVAL$116 − $29 = $87

VUG$42 − $3 = $39

KeptFee

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