VO vs BVAL5YVOVOAvsBBVALBVALVanguard Morningstar Mid-Cap ETF · $103BBluemonte Large Cap Value ETF · $318MReturns · dividends in+18.8%3 years · per year$16,782 · […][…]+6.9%5 years · per year$13,944 · […][…]Cost and income0.03%Expense ratio$3 · $29 on $10k · lower wins0.29%1.33%12-mo yield$133 · $113 on $10k1.13%
Overlap: VO, BVAL, IWFToday9.4%most shared, VO and IWFVOBVALIWFVO—0.0%9.4%BVAL0.0%—0.0%IWF9.4%0.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
VO vs BVAL5YAVOVanguard Morningstar Mid-Cap$13,944vsBVALBBluemonte Large Cap Value[…]MeasureVOBVALFee0.03%0.29%Cost on $10k a year$3$29Yield1.33%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%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%+2.3%−1.2%−2.8%+19.8%+9.8%−14.6%$117.1B2AVOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.33%+1.3%+15.0%+15.0%+18.8%+6.9%−8.2%$103.4B3BBVALBluemonte Large Cap Value ETFReadDesk0.29%1.13%+0.7%+18.2%+20.5%newnew−6.7%$318MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%+2.3%−1.2%−2.8%+19.8%+9.8%−14.6%$117.1B2AVOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.33%+1.3%+15.0%+15.0%+18.8%+6.9%−8.2%$103.4B3BBVALBluemonte Large Cap Value ETFReadDesk0.29%1.13%+0.7%+18.2%+20.5%newnew−6.7%$318MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+5.1%vsBSSCHGSchwab+5.9%Jan 1Nov 11+5.1%+5.9%+5.1%Year to date+5.9%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
Overlap: VO, BVAL, IWFToday9.4%most shared, VO and IWFVOBVALIWFVO—0.0%9.4%BVAL0.0%—0.0%IWF9.4%0.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$130most kept, VOVO$133 − $3 = $130BVAL$113 − $29 = $84IWF$37 − $18 = $19KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee