BVAL vs VUG

ABVAL

BVUG

Measures won3–1BVAL wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG

Lowest cost0.03%VUG · $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 VUG

BVAL

VUG

Bluemonte Large Cap Value ETF · $315MVanguard Morningstar Growth ETF · $233B

[…]3 years · per year[…] · $19,712+25.4%

[…]5 years · per year[…] · $17,153+11.4%

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

1.12%12-mo yield$112 · $40 on $10k0.40%

−6.7%Worst dropSmaller wins−16.1%

10.2%VolatilityLower wins18.2%

3–1BVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsBVAL · VUG

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
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 VUG

BVAL

Bluemonte Large Cap Value

[…]

VUG

Vanguard Morningstar Growth

$17,153

MeasureBVALVUG

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield1.12%0.40%

5 years, per year[…]+11.4%

3 years, per year[…]+25.4%

Worst drop · 1Y−6.7%−16.1%

Volatility · 1Y10.2%18.2%

3–1measures won
BVAL first

0.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: BVAL, VUG

Today

0.0%most shared, BVAL and VUG

BVALVUG

BVAL—0.0%

VUG0.0%—

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

Income After Fees on $10,000

$83most kept, BVAL

BVAL$112 − $29 = $83

VUG$40 − $3 = $37

KeptFee

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