Compare · 2 funds side by side · dividends reinvested

BAMV and VUG

BAMVBrookstone×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,124VUG · best of the two

02 / 04

BAMV and VUG, 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

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.6

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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Brookstone Value Stock ETF · $125M[…]

BAMV

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 4.9% in common

BAMVMeasureVUG

+11.8%Year to dateJan 1 → Nov 6+1.4%

+13.3%1 yearTotal return+0.2%

+15.4%3 years · per year$10,000 became $15,372 · $18,415+22.6%

[…]5 years · per year$10,000 became […] · $16,124+10.0%

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

1.26%Trailing 12-mo yield$126 · $42 a year on $10k0.42%

−6.6%Worst dropSmaller is better−15.1%

11.6%VolatilityLower is calmer19.0%

BAMVVUG 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 VUG: Top 5 Holdings

Today

BAMV

23.4%in top 5

VUG

in top 545.2%

BAMVStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

5.4%JNJnot top 5

not top 5GOOGL5.2%

5.1%METAnot top 5

4.7%XOMnot top 5

not top 5AVGO4.3%

4.2%CVXnot top 5

3.9%PGnot top 5

Held in common4.9%

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

BAMV vs VUG Returns, Every Period

BrookstoneBAMV

+13.3%

past year

VUGVanguard

+0.2%

past year

BAMVVUGFaded: behind in that period

2–1BAMV wins

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

BAMV vs VUG

YTD

BrookstoneBAMV

+11.8%

VUGVanguard

+1.4%

+11.8%Year to date+1.4%

−6.6%Worst drop · 1Y−15.1%

11.6%Volatility · 1Y19.0%

1.3%Yield0.4%

$125MAssets$233B

4–0BAMV wins

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

Cost, Income and Risk

Fees: BAMV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

BAMV0.95%$95

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

Yields: BAMV, VUG

1.26%highest, BAMV

FundTrailing yieldYield$10k

BAMV1.26%$126

VUG0.42%$42

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

BAMV$126 − $95 = $31

KeptFee

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

Overlap: BAMV, VUG

Today

4.9%most shared, BAMV and VUG

BAMVVUG

BAMV—4.9%

VUG4.9%—

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

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

BAMVVUG

+11.8%Year to date+1.4%

1.3%Yield0.4%

+13.3%Past year+0.2%

0.95%Fee0.03%

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