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$17,456IWD · 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%1.34%+26.2%+31.3%+22.7%+11.8%−6.8%11.7%$84.7B1.1

Brookstone Value Stock ETFUS Stock Styles · Value0.95%1.23%+14.1%+16.5%+15.5%[…]−6.6%11.7%$123M1.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: BAMV 2023 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

Brookstone Value Stock ETF · $123M[…]

BAMV

IWD

iShares Russell 1000 Value ETF · $84.7B$17,456

$10,000 five years ago, dividends reinvested · they hold 21.7% in common

BAMVMeasureIWD

+14.1%Year to dateJan 1 → Nov 9+26.2%

+16.5%1 yearTotal return+31.3%

+15.5%3 years · per year$10,000 became $15,399 · $18,456+22.7%

[…]5 years · per year$10,000 became […] · $17,456+11.8%

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

1.23%Trailing 12-mo yield$123 · $134 a year on $10k1.34%

−6.6%Worst dropSmaller is better−6.8%

11.7%VolatilityLower is calmer11.7%

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

1–5IWD wins

End-of-day Nov 9, 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

23.5%in top 5

IWD

in top 522.6%

BAMVStockIWD

not top 5AMZN6.1%

not top 5AAPL6.0%

5.5%JNJnot top 5

not top 5MSFT5.2%

5.1%METAnot top 5

4.7%XOMnot top 5

4.2%CVXnot top 5

3.9%PGnot top 5

not top 5BRK-B2.8%

not top 5JPM2.4%

Held in common21.7%

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

BAMV vs IWD Returns, Every Period

BrookstoneBAMV

+16.5%

past year

IWDiShares

+31.3%

past year

BAMVIWDFaded: behind in that period

0–3IWD wins

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

BAMV vs IWD

YTD

BrookstoneBAMV

+14.1%

IWDiShares

+26.2%

+14.1%Year to date+26.2%

−6.6%Worst drop · 1Y−6.8%

11.7%Volatility · 1Y11.7%

1.2%Yield1.3%

$123MAssets$84.7B

2–1IWD wins

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

Yields: BAMV, IWD

1.34%highest, IWD

FundTrailing yieldYield$10k

IWD1.34%$134

BAMV1.23%$123

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

Income After Fees on $10,000

$116most kept, IWD

IWD$134 − $18 = $116

BAMV$123 − $95 = $28

KeptFee

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

Overlap: BAMV, IWD

Today

21.7%most shared, BAMV and IWD

BAMVIWD

BAMV—21.7%

IWD21.7%—

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

Return vs Bumpiness: 2 ETFs

+31.3%IWD, at 11.7% volatility

IWDWorst drop−6.8%11.7% vol

BAMVWorst drop−6.6%11.7% vol

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

Paid More vs Made More

YTD

IWDBAMV

+26.2%Year to date+14.1%

1.3%Yield1.2%

+31.3%Past year+16.5%

0.18%Fee0.95%

4–0IWD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026