Compare · 2 funds side by side · dividends reinvested

BAMV and IWD

BAMVBrookstone×IWDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,870IWD · best of the two

02 / 04

BAMV and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.2%+28.4%+23.8%+11.4%−6.8%11.0%$83.2B1.1

Brookstone Value Stock ETFUS Stock Styles · Value0.95%1.23%+14.5%+14.8%+17.6%[…]−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 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

Brookstone Value Stock ETF · $125M[…]

BAMV

IWD

iShares Russell 1000 Value ETF · $83.2B$17,870

$10,000 five years ago, dividends reinvested · they hold 21.9% in common

BAMVMeasureIWD

+14.5%Year to dateJan 1 → Nov 4+24.2%

+14.8%1 yearTotal return+28.4%

+17.6%3 years · per year$10,000 became $16,269 · $18,980+23.8%

[…]5 years · per year$10,000 became […] · $17,178+11.4%

0.95%Expense ratio$95 · $18 a year on $10k · lower is better0.18%

1.23%Trailing 12-mo yield$123 · $137 a year on $10k1.37%

−6.0%Worst dropSmaller is better−6.8%

11.2%VolatilityLower is calmer11.0%

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

1–6IWD 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 IWD: Top 5 Holdings

Today

BAMV

24.2%in top 5

IWD

in top 521.9%

BAMVStockIWD

not top 5AMZN5.9%

not top 5AAPL5.8%

5.2%JNJnot top 5

not top 5MSFT5.1%

5.1%METAnot top 5

4.9%XOMnot top 5

4.6%MUnot top 5

4.4%CVXnot top 5

not top 5BRK-B2.7%

not top 5JPM2.4%

Held in common21.9%

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

BAMV vs IWD Returns, Every Period

BrookstoneBAMV

+14.8%

past year

IWDiShares

+28.4%

past year

BAMVIWDFaded: behind in that period

0–3IWD wins

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

BAMV vs IWD

YTD

BrookstoneBAMV

+14.5%

IWDiShares

+24.2%

+14.5%Year to date+24.2%

−6.0%Worst drop · 1Y−6.8%

11.2%Volatility · 1Y11.0%

1.2%Yield1.4%

$125MAssets$83.2B

3–1IWD wins

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

Cost, Income and Risk

Fees: BAMV, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

BAMV0.95%$95

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

Yields: BAMV, IWD

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

BAMV1.23%$123

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

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

BAMV$123 − $95 = $28

KeptFee

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

Overlap: BAMV, IWD

Today

21.9%most shared, BAMV and IWD

BAMVIWD

BAMV—21.9%

IWD21.9%—

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

Return vs Bumpiness: 2 ETFs

+28.4%IWD, at 11.0% volatility

IWDWorst drop−6.8%11.0% 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

IWDBAMV

+24.2%Year to date+14.5%

1.4%Yield1.2%

+28.4%Past year+14.8%

0.18%Fee0.95%

4–0IWD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 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 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026