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AVO

BBVAL

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$13,748VO · IJH $13,674

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

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

Held in common0.0%VO and BVAL

Vanguard Morningstar Mid-Cap ETF · $103BBluemonte Large Cap Value ETF · $321M

+18.5%3 years · per year$16,641 · […][…]

+6.6%5 years · per year$13,748 · […][…]

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

1.35%12-mo yield$135 · $113 on $10k1.13%

Cards for this view

Vanguard Morningstar Mid-Cap

$13,748

BVAL

Bluemonte Large Cap Value

[…]

MeasureVOBVAL

Fee0.03%0.29%

Cost on $10k a year$3$29

Yield1.35%1.13%

5 years, per year+6.6%[…]

3 years, per year+18.5%[…]

Worst drop · 1Y−8.2%−6.7%

Volatility · 1Y13.2%10.9%

#
1	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	0.0%	+14.0%	+13.7%	+18.5%	+6.6%	−8.2%	$103.4B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−0.1%	+12.7%	+14.0%	+16.4%	+6.5%	−8.8%	$123.7B
3	BBVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.13%	+0.1%	+17.8%	+18.8%	new	new	−6.7%	$321M

#
1	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	0.0%	+14.0%	+13.7%	+18.5%	+6.6%	−8.2%	$103.4B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−0.1%	+12.7%	+14.0%	+16.4%	+6.5%	−8.8%	$123.7B
3	BBVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.13%	+0.1%	+17.8%	+18.8%	new	new	−6.7%	$321M