Compare · 2 funds side by side · dividends reinvested

BAMV and IUSV

BAMVBrookstone×IUSViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,624IUSV · best of the two

02 / 04

BAMV and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.60%+16.1%+18.7%+19.8%+12.0%−6.4%9.8%$28.4B1.1

Brookstone Value Stock ETFUS Stock Styles · Value0.95%1.22%+15.3%+16.3%+17.3%[…]−6.0%11.2%$125M1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: BAMV 2023 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Brookstone Value Stock ETF · $125M[…]

BAMV

IUSV

iShares Core S&P U.S. Value ETF · $28.4B$17,624

$10,000 five years ago, dividends reinvested · they hold 23.0% in common

BAMVMeasureIUSV

+15.3%Year to dateJan 1 → Nov 4+16.1%

+16.3%1 yearTotal return+18.7%

+17.3%3 years · per year$10,000 became $16,123 · $17,194+19.8%

[…]5 years · per year$10,000 became […] · $17,624+12.0%

0.95%Expense ratio$95 · $4 a year on $10k · lower is better0.04%

1.22%Trailing 12-mo yield$122 · $160 a year on $10k1.60%

−6.0%Worst dropSmaller is better−6.4%

11.2%VolatilityLower is calmer9.8%

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

1–6IUSV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BAMV vs IUSV: Top 5 Holdings

Today

BAMV

24.2%in top 5

IUSV

in top 516.6%

BAMVStockIUSV

not top 5AAPL7.5%

5.2%JNJnot top 5

5.1%METAnot top 5

4.9%XOM2.3%

4.6%MUnot top 5

4.4%CVXnot top 5

not top 5AMZN3.6%

not top 5WMT1.7%

not top 5COST1.4%

Held in common23.0%

End-of-day Nov 4, 2026 · share of each fund

BAMV vs IUSV Returns, Every Period

BrookstoneBAMV

+16.3%

past year

IUSViShares

+18.7%

past year

BAMVIUSVFaded: behind in that period

0–3IUSV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BAMV vs IUSV

YTD

BrookstoneBAMV

+15.3%

IUSViShares

+16.1%

+15.3%Year to date+16.1%

−6.0%Worst drop · 1Y−6.4%

11.2%Volatility · 1Y9.8%

1.2%Yield1.6%

$125MAssets$28.4B

3–1IUSV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BAMV, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

BAMV0.95%$95

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BAMV, IUSV

1.60%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.60%$160

BAMV1.22%$122

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$156most kept, IUSV

IUSV$160 − $4 = $156

BAMV$122 − $95 = $27

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BAMV, IUSV

Today

23.0%most shared, BAMV and IUSV

BAMVIUSV

BAMV—23.0%

IUSV23.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.7%IUSV, at 9.8% volatility

IUSVWorst drop−6.4%9.8% vol

BAMVWorst drop−6.0%11.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IUSVBAMV

+16.1%Year to date+15.3%

1.6%Yield1.2%

+18.7%Past year+16.3%

0.04%Fee0.95%

4–0IUSV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026