Compare · 3 funds side by side · dividends reinvested

BAMD, VTI and IVV

BAMDBrookstone×VTIVanguard×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

BAMD, VTI and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Brookstone Dividend Stock ETFIncome · Dividend stocks0.95%3.34%+15.8%+18.8%+14.6%[…]−8.3%10.5%$98M1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.9

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: BAMD 2023 · VTI 2001 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Brookstone Dividend Stock ETF · $98M[…]

BAMD

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,697

$10,000 five years ago, dividends reinvested · they hold 6.9% in common

BAMDMeasureVTI

+15.8%Year to dateJan 1 → Nov 9+11.6%

+18.8%1 yearTotal return+13.9%

+14.6%3 years · per year$10,000 became $15,049 · $18,090+21.8%

[…]5 years · per year$10,000 became […] · $16,697+10.8%

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

3.34%Trailing 12-mo yield$334 · $106 a year on $10k1.06%

−8.3%Worst dropSmaller is better−8.9%

10.5%VolatilityLower is calmer13.9%

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

5–2BAMD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BAMD vs VTI: Top 5 Holdings

Today

BAMD

25.4%in top 5

VTI

in top 525.0%

BAMDStockVTI

not top 5NVDA7.1%

not top 5AAPL6.6%

5.5%EIXnot top 5

5.2%TTEnot top 5

not top 5MSFT5.2%

5.2%PEPnot top 5

5.0%CMEnot top 5

4.5%OKEnot top 5

not top 5AMZN3.3%

not top 5GOOGL2.8%

Held in common6.9%

End-of-day Nov 9, 2026 · share of each fund

BAMD vs VTI Returns, Every Period

BrookstoneBAMD

+18.8%

past year

VTIVanguard

+13.9%

past year

BAMDVTIFaded: behind in that period

2–1BAMD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Core: BAMD vs IVV

YTD

BrookstoneBAMD

+15.8%

IVViShares

+11.3%

+15.8%Year to date+11.3%

−8.3%Worst drop · 1Y−8.9%

10.5%Volatility · 1Y13.8%

3.3%Yield1.1%

$97.5MAssets$875B

4–0BAMD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BAMD, VTI, IVV

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

IVV0.03%$3

BAMD0.95%$95

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: BAMD, VTI, IVV

3.34%highest, BAMD

FundTrailing yieldYield$10k

BAMD3.34%$334

IVV1.11%$111

VTI1.06%$106

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, BAMD

BAMD$334 − $95 = $239

IVV$111 − $3 = $108

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: BAMD, VTI, IVV

Today

86.0%most shared, VTI and IVV

BAMDVTIIVV

BAMD—6.9%8.1%

VTI6.9%—86.0%

IVV8.1%86.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.8%BAMD, at 10.5% volatility

BAMDWorst drop−8.3%10.5% vol

IVVWorst drop−8.9%13.8% vol

VTIWorst drop−8.9%13.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

BAMDVTI

+15.8%Year to date+11.6%

3.3%Yield1.1%

+18.8%Past year+13.9%

0.95%Fee0.03%

3–1BAMD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026