BVAL vs VUG

ABVAL

BVUG

Measures won3–1BVAL wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · VUG $16,565

Lowest cost0.03%VUG · $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 VUG

BVAL

VUG

Bluemonte Large Cap Value ETF · $312MVanguard Morningstar Growth ETF · $233B

[…]3 years · per year[…] · $18,569+22.9%

[…]5 years · per year[…] · $16,565+10.6%

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

1.14%12-mo yield$114 · $41 on $10k0.41%

−6.7%Worst dropSmaller wins−15.1%

10.9%VolatilityLower wins19.1%

3–1BVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBVAL · VUG

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

Held in common0.0%

End-of-day Nov 9, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.14%	+2.1%	+17.3%	+21.1%	new	new	−6.7%	$312M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.14%	+2.1%	+17.3%	+21.1%	new	new	−6.7%	$312M

End-of-day Nov 9, 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

$16,565

MeasureBVALVUG

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield1.14%0.41%

5 years, per year[…]+10.6%

3 years, per year[…]+22.9%

Worst drop · 1Y−6.7%−15.1%

Volatility · 1Y10.9%19.1%

3–1measures won
BVAL first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: BVAL, VUG, VTV

Today

1.9%most shared, VUG and VTV

BVALVUGVTV

BVAL—0.0%0.0%

VUG0.0%—1.9%

VTV0.0%1.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

BVAL$114 − $29 = $85

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee