Compare · 3 funds side by side · dividends reinvested

BAMD, IVV and VOO

BAMDBrookstone×IVViShares×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

BAMD, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Brookstone Dividend Stock ETFIncome · Dividend stocks0.95%3.36%+15.2%+18.6%+15.4%[…]−8.3%10.5%$100M1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.9

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: BAMD 2023 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Brookstone Dividend Stock ETF · $100M[…]

BAMD

IVV

iShares Core S&P 500 ETF · $887B$17,151

$10,000 five years ago, dividends reinvested · they hold 8.1% in common

BAMDMeasureIVV

+15.2%Year to dateJan 1 → Nov 5+8.4%

+18.6%1 yearTotal return+9.7%

+15.4%3 years · per year$10,000 became $15,373 · $18,221+22.1%

[…]5 years · per year$10,000 became […] · $17,151+11.4%

0.95%Expense ratio$95 · $3 a year on $10k · lower is better0.03%

3.36%Trailing 12-mo yield$336 · $114 a year on $10k1.14%

−8.3%Worst dropSmaller is better−8.9%

10.5%VolatilityLower is calmer13.6%

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

5–2BAMD wins

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

More Ways to See the Pairs

BAMD vs IVV: Top 5 Holdings

Today

BAMD

25.2%in top 5

IVV

in top 527.7%

BAMDStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

5.5%EIXnot top 5

5.2%TTEnot top 5

5.1%PEPnot top 5

4.9%CMEnot top 5

4.6%OKEnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common8.1%

End-of-day Nov 5, 2026 · share of each fund

BAMD vs IVV Returns, Every Period

BrookstoneBAMD

+18.6%

past year

IVViShares

+9.7%

past year

BAMDIVVFaded: behind in that period

2–1BAMD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: BAMD vs IVV

YTD

BrookstoneBAMD

+15.2%

IVViShares

+8.4%

+15.2%Year to date+8.4%

−8.3%Worst drop · 1Y−8.9%

10.5%Volatility · 1Y13.6%

3.4%Yield1.1%

$100MAssets$887B

4–0BAMD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BAMD, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

BAMD0.95%$95

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BAMD, IVV, VOO

3.36%highest, BAMD

FundTrailing yieldYield$10k

BAMD3.36%$336

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$241most kept, BAMD

BAMD$336 − $95 = $241

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: BAMD, IVV, VOO

Today

93.5%most shared, IVV and VOO

BAMDIVVVOO

BAMD—8.1%7.4%

IVV8.1%—93.5%

VOO7.4%93.5%—

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

Return vs Bumpiness: 3 ETFs

+18.6%BAMD, at 10.5% volatility

BAMDWorst drop−8.3%10.5% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BAMDVOO

+15.2%Year to date+8.4%

3.4%Yield1.1%

+18.6%Past year+9.8%

0.95%Fee0.03%

3–1BAMD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026