VONV vs BVAL

AVONV

BBVAL

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,976VONV

Lowest cost0.06%VONV · $6 on $10k

Most income1.49%VONV · $149 on $10k

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

Held in common0.0%VONV and BVAL

VONV

BVAL

Vanguard Russell 1000 Value ETF · $21.7BBluemonte Large Cap Value ETF · $315M

+24.6%3 years · per year$19,351 · […][…]

+12.4%5 years · per year$17,976 · […][…]

0.06%Expense ratio$6 · $29 on $10k · lower wins0.29%

1.49%12-mo yield$149 · $112 on $10k1.12%

−6.8%Worst dropSmaller wins−6.7%

11.3%VolatilityLower wins10.2%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsVONV · BVAL

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

Held in common0.0%

End-of-day Nov 4, 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	AVONV	Vanguard Russell 1000 Value ETFRead Desk		0.06%	1.49%	+2.6%	+27.6%	+32.2%	+24.6%	+12.4%	−6.8%	$21.7B
2	BBVAL	Bluemonte Large Cap Value ETFRead Desk		0.29%	1.12%	+2.0%	+18.8%	+21.8%	new	new	−6.7%	$315M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVONV	Vanguard Russell 1000 Value ETFRead Desk		0.06%	1.49%	+2.6%	+27.6%	+32.2%	+24.6%	+12.4%	−6.8%	$21.7B
2	BBVAL	Bluemonte Large Cap Value ETFRead Desk		0.29%	1.12%	+2.0%	+18.8%	+21.8%	new	new	−6.7%	$315M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VONV vs BVAL

VONV

Vanguard Russell 1000 Value

$17,976

BVAL

Bluemonte Large Cap Value

[…]

MeasureVONVBVAL

Fee0.06%0.29%

Cost on $10k a year$6$29

Yield1.49%1.12%

5 years, per year+12.4%[…]

3 years, per year+24.6%[…]

Worst drop · 1Y−6.8%−6.7%

Volatility · 1Y11.3%10.2%

2–2measures won
level

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VONV, BVAL

Today

0.0%most shared, VONV and BVAL

VONVBVAL

VONV—0.0%

BVAL0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$143most kept, VONV

VONV$149 − $6 = $143

BVAL$112 − $29 = $83

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee