VIG vs BVAL

AVIG

BBVAL

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,885VTV · VIG $16,596

Lowest cost0.03%VTV · $3 on $10k

Most income1.82%VTV · $182 on $10k

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

Held in common0.0%VIG and BVAL

Vanguard Dividend Appreciation ETF · $109BBluemonte Large Cap Value ETF · $318M

+18.9%3 years · per year$16,806 · […][…]

+10.7%5 years · per year$16,596 · […][…]

0.04%Expense ratio$4 · $29 on $10k · lower wins0.29%

1.45%12-mo yield$145 · $113 on $10k1.13%

Cards for this view

VIG

Vanguard Dividend Appreciation

$16,596

BVAL

Bluemonte Large Cap Value

[…]

MeasureVIGBVAL

Fee0.04%0.29%

Cost on $10k a year$4$29

Yield1.45%1.13%

5 years, per year+10.7%[…]

3 years, per year+18.9%[…]

Worst drop · 1Y−7.9%−6.7%

Volatility · 1Y11.0%10.9%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
3	BBVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.13%	−0.4%	+17.7%	+19.2%	new	new	−6.7%	$318M

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
3	BBVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.13%	−0.4%	+17.7%	+19.2%	new	new	−6.7%	$318M

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