VOO vs BVAL

AVOO

BBVAL

Measures won1–3BVAL wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%VOO · $3 on $10k

Most income1.16%BVAL · $116 on $10k

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

Held in common0.0%VOO and BVAL

VOO

BVAL

Vanguard S&P 500 ETF · $1.00TBluemonte Large Cap Value ETF · $321M

+22.1%3 years · per year$18,224 · […][…]

+11.4%5 years · per year$17,156 · […][…]

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

1.10%12-mo yield$110 · $116 on $10k1.16%

−8.9%Worst dropSmaller wins−6.7%

13.5%VolatilityLower wins10.7%

1–3BVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVOO · BVAL

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

Held in common0.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	BBVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.16%	−3.1%	+15.1%	+18.7%	new	new	−6.7%	$321M

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

All Three

5Y3 funds

#
1	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	BBVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.16%	−3.1%	+15.1%	+18.7%	new	new	−6.7%	$321M

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

Cards for this view

VOO vs BVAL

VOO

Vanguard S&P 500

$17,156

BVAL

Bluemonte Large Cap Value

[…]

MeasureVOOBVAL

Fee0.03%0.29%

Cost on $10k a year$3$29

Yield1.10%1.16%

5 years, per year+11.4%[…]

3 years, per year+22.1%[…]

Worst drop · 1Y−8.9%−6.7%

Volatility · 1Y13.5%10.7%

3–1measures won
BVAL first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VOO, BVAL, IVV

Today

93.5%most shared, VOO and IVV

VOOBVALIVV

VOO—0.0%93.5%

BVAL0.0%—0.0%

IVV93.5%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

BVAL$116 − $29 = $87

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee