Compare · 2 funds side by side · dividends reinvested

BAMA and VOO

BAMABrookstone×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749VOO · best of the two

02 / 04

BAMA and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.4

Brookstone Active ETFUnsorted0.95%1.46%+6.1%+6.5%+15.1%[…]−7.4%11.0%$45M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: BAMA 2023 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,749

VOO

BAMA

Brookstone Active ETF · $45M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VOOMeasureBAMA

+11.5%Year to dateJan 1 → Nov 3+6.1%

+11.9%1 yearTotal return+6.5%

+24.1%3 years · per year$10,000 became $19,094 · $15,254+15.1%

+12.2%5 years · per year$10,000 became $17,749 · […][…]

0.03%Expense ratio$3 · $95 a year on $10k · lower is better0.95%

1.07%Trailing 12-mo yield$107 · $146 a year on $10k1.46%

−8.9%Worst dropSmaller is better−7.4%

12.7%VolatilityLower is calmer11.0%

VOOBAMA Winner of the row, in its colourEach row: the bigger of the two fills its side

4–3VOO wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VOO vs BAMA: Top 5 Holdings

Today

VOO

28.3%in top 5

BAMA

in top 588.6%

VOOStockBAMA

not top 5SPYM23.4%

not top 5SPYG22.8%

not top 5SPAB18.0%

not top 5IBTH14.0%

not top 5IEFA10.5%

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

VOO vs BAMA Returns, Every Period

VanguardVOO

+11.9%

past year

BAMABrookstone

+6.5%

past year

VOOBAMAFaded: behind in that period

3–0VOO wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Core vs Unsorted: VOO vs BAMA

YTD

VanguardVOO

+11.5%

BAMABrookstone

+6.1%

+11.5%Year to date+6.1%

−8.9%Worst drop · 1Y−7.4%

12.7%Volatility · 1Y11.0%

1.1%Yield1.5%

$1.00TAssets$45.3M

3–1BAMA wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BAMA, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

BAMA0.95%$95

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BAMA, VOO

1.46%highest, BAMA

FundTrailing yieldYield$10k

BAMA1.46%$146

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

BAMA$146 − $95 = $51

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BAMA, VOO

Today

0.0%most shared, BAMA and VOO

BAMAVOO

BAMA—0.0%

VOO0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%VOO, at 12.7% volatility

BAMAWorst drop−7.4%11.0% vol

VOOWorst drop−8.9%12.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BAMAVOO

+6.1%Year to date+11.5%

1.5%Yield1.1%

+6.5%Past year+11.9%

0.95%Fee0.03%

3–1VOO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026