Compare · 2 funds side by side · dividends reinvested

BAMV and IVV

BAMVBrookstone×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

BAMV and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Brookstone Value Stock ETFUS Stock Styles · Value0.95%1.26%+11.8%+13.3%+15.4%[…]−6.6%11.6%$125M1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: BAMV 2023 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Brookstone Value Stock ETF · $125M[…]

BAMV

IVV

iShares Core S&P 500 ETF · $850B$17,177

$10,000 five years ago, dividends reinvested · they hold 16.8% in common

BAMVMeasureIVV

+11.8%Year to dateJan 1 → Nov 6+8.7%

+13.3%1 yearTotal return+9.8%

+15.4%3 years · per year$10,000 became $15,372 · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

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

1.26%Trailing 12-mo yield$126 · $114 a year on $10k1.14%

−6.6%Worst dropSmaller is better−8.9%

11.6%VolatilityLower is calmer13.6%

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

5–2BAMV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BAMV vs IVV: Top 5 Holdings

Today

BAMV

23.4%in top 5

IVV

in top 527.8%

BAMVStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.4%JNJnot top 5

5.1%METAnot top 5

4.7%XOMnot top 5

4.2%CVXnot top 5

not top 5AMZN4.0%

3.9%PGnot top 5

not top 5GOOGL2.6%

Held in common16.8%

End-of-day Nov 6, 2026 · share of each fund

BAMV vs IVV Returns, Every Period

BrookstoneBAMV

+13.3%

past year

IVViShares

+9.8%

past year

BAMVIVVFaded: behind in that period

2–1BAMV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: BAMV vs IVV

YTD

BrookstoneBAMV

+11.8%

IVViShares

+8.7%

+11.8%Year to date+8.7%

−6.6%Worst drop · 1Y−8.9%

11.6%Volatility · 1Y13.6%

1.3%Yield1.1%

$125MAssets$850B

4–0BAMV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BAMV, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

BAMV0.95%$95

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BAMV, IVV

1.26%highest, BAMV

FundTrailing yieldYield$10k

BAMV1.26%$126

IVV1.14%$114

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

BAMV$126 − $95 = $31

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BAMV, IVV

Today

16.8%most shared, BAMV and IVV

BAMVIVV

BAMV—16.8%

IVV16.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.3%BAMV, at 11.6% volatility

BAMVWorst drop−6.6%11.6% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

BAMVIVV

+11.8%Year to date+8.7%

1.3%Yield1.1%

+13.3%Past year+9.8%

0.95%Fee0.03%

3–1BAMV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026