VO vs BVAL

AVO

BBVAL

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$13,944VO

Lowest cost0.03%VO · $3 on $10k

Most income1.33%VO · $133 on $10k

Smallest drop−6.7%BVAL · worst fall in 1Y

Held in common0.0%VO and BVAL

BVAL

Vanguard Morningstar Mid-Cap ETF · $103BBluemonte Large Cap Value ETF · $318M

+18.8%3 years · per year$16,782 · […][…]

+6.9%5 years · per year$13,944 · […][…]

0.03%Expense ratio$3 · $29 on $10k · lower wins0.29%

1.33%12-mo yield$133 · $113 on $10k1.13%

−8.2%Worst dropSmaller wins

End-of-day Nov 11, 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	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.33%	+1.3%	+15.0%	+15.0%	+18.8%	+6.9%	−8.2%	$103.4B
2	BBVAL	Bluemonte Large Cap Value ETFRead Desk		0.29%	1.13%	+0.7%	+18.2%	+20.5%	new	new	−6.7%	$318M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.33%	+1.3%	+15.0%	+15.0%	+18.8%	+6.9%	−8.2%	$103.4B
2	BBVAL	Bluemonte Large Cap Value ETFRead Desk		0.29%	1.13%	+0.7%	+18.2%	+20.5%	new	new	−6.7%	$318M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VO vs BVAL

Vanguard Morningstar Mid-Cap

$13,944

BVAL

Bluemonte Large Cap Value

[…]

MeasureVOBVAL

Fee0.03%0.29%

Cost on $10k a year$3$29

Yield1.33%1.13%

5 years, per year+6.9%[…]

3 years, per year+18.8%[…]

Worst drop · 1Y−8.2%−6.7%

Volatility · 1Y13.1%10.9%

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VO vs BVAL

Both

Both

$10,000 in VO, BVAL

Overlap: VO, BVAL

VO vs BVAL

SCHD vs VIG

JEPQ vs JEPI

SPYM vs SPY

Overlap: VO, BVAL

Income After Fees on $10,000