Compare · 2 funds side by side · dividends reinvested

BAMV and IWF

BAMVBrookstone×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,441IWF · best of the two

02 / 04

BAMV and IWF, 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 Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B1.6

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 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Brookstone Value Stock ETF · $125M[…]

BAMV

IWF

iShares Russell 1000 Growth ETF · $113B$15,441

$10,000 five years ago, dividends reinvested · they hold 8.7% in common

BAMVMeasureIWF

+11.8%Year to dateJan 1 → Nov 6−5.3%

+13.3%1 yearTotal return−6.5%

+15.4%3 years · per year$10,000 became $15,372 · $17,022+19.4%

[…]5 years · per year$10,000 became […] · $15,442+9.1%

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

1.26%Trailing 12-mo yield$126 · $39 a year on $10k0.39%

−6.6%Worst dropSmaller is better−14.6%

11.6%VolatilityLower is calmer19.4%

BAMVIWF 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 IWF: Top 5 Holdings

Today

BAMV

23.4%in top 5

IWF

in top 539.8%

BAMVStockIWF

not top 5NVDA14.1%

not top 5AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

5.4%JNJnot top 5

5.1%METAnot top 5

4.7%XOMnot top 5

not top 5AVGO4.5%

4.2%CVXnot top 5

3.9%PGnot top 5

Held in common8.7%

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

BAMV vs IWF Returns, Every Period

BrookstoneBAMV

+13.3%

past year

IWFiShares

−6.5%

past year

BAMVIWFFaded: behind in that period

2–1BAMV wins

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

BAMV vs IWF

YTD

BrookstoneBAMV

+11.8%

IWFiShares

−5.3%

+11.8%Year to date−5.3%

−6.6%Worst drop · 1Y−14.6%

11.6%Volatility · 1Y19.4%

1.3%Yield0.4%

$125MAssets$113B

4–0BAMV wins

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

Cost, Income and Risk

Fees: BAMV, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

BAMV0.95%$95

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

Yields: BAMV, IWF

1.26%highest, BAMV

FundTrailing yieldYield$10k

BAMV1.26%$126

IWF0.39%$39

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

Income After Fees on $10,000

$31most kept, BAMV

BAMV$126 − $95 = $31

IWF$39 − $18 = $21

KeptFee

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

Overlap: BAMV, IWF

Today

8.7%most shared, BAMV and IWF

BAMVIWF

BAMV—8.7%

IWF8.7%—

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

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

BAMVIWF

+11.8%Year to date−5.3%

1.3%Yield0.4%

+13.3%Past year−6.5%

0.95%Fee0.18%

3–1BAMV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026