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BVAL vs BLUC

Shared holdings
1
BVAL covered by BLUC
15.49%
BLUC covered by BVAL
15.49%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 4 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

BVAL (Jan. 31, 2026)

SecurityWeight
STATE STREET SPDR PORT S&P 500 VALUE MUTUAL FUND34.57%
SCHWAB US LG VAL29.84%
VANGUARD RUSSELL 1000 VALUE MUTUAL FUND20.10%
SPDR Portfolio S&P 500 ETF15.49%

BLUC (Jan. 31, 2026)

SecurityWeight
SPDR Portfolio S&P 500 ETF40.35%
VANGUARD GRW ETF34.77%
ISHARES MORNINGSTAR U.S. EQU MUTUAL FUND19.91%
Vanguard Value Index Fund ETF4.98%

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