Compare · 3 funds side by side · dividends reinvested

BAMY, SPYM and VTI

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,553SPYM · best of the three

02 / 04

BAMY, SPYM and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.8

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B2.0

Brookstone Yield ETFUnsorted0.95%7.06%+0.5%+2.6%+9.5%[…]−3.1%4.3%$41M2.1

Rank among the three1st → 3rdFee, 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: BAMY 2023 · SPYM 2005 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

Brookstone Yield ETF · $41M[…]

BAMY

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BAMYMeasureSPYM

+0.5%Year to dateJan 1 → Nov 9+11.3%

+2.6%1 yearTotal return+13.6%

+9.5%3 years · per year$10,000 became $13,147 · $18,161+22.0%

[…]5 years · per year$10,000 became […] · $17,553+11.9%

0.95%Expense ratio$95 · $2 a year on $10k · lower is better0.02%

7.06%Trailing 12-mo yield$706 · $103 a year on $10k1.03%

−3.1%Worst dropSmaller is better−8.9%

4.3%VolatilityLower is calmer13.7%

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

3–4SPYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BAMY vs SPYM: Top 5 Holdings

Today

BAMY

98.4%in top 5

SPYM

in top 527.8%

BAMYStockSPYM

19.9%USHYnot top 5

19.9%SPHYnot top 5

19.9%SCYBnot top 5

19.7%HYDBnot top 5

19.0%SHYGnot top 5

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

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

BAMY vs SPYM Returns, Every Period

BrookstoneBAMY

+2.6%

past year

SPYMSPDR

+13.6%

past year

BAMYSPYMFaded: behind in that period

0–3SPYM wins

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

Unsorted vs Core: BAMY vs VTI

YTD

BrookstoneBAMY

+0.5%

VTIVanguard

+11.6%

+0.5%Year to date+11.6%

−3.1%Worst drop · 1Y−8.9%

4.3%Volatility · 1Y13.9%

7.1%Yield1.1%

$40.6MAssets$689B

3–1BAMY wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BAMY, SPYM, VTI

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VTI0.03%$3

BAMY0.95%$95

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

Yields: BAMY, SPYM, VTI

7.06%highest, BAMY

FundTrailing yieldYield$10k

BAMY7.06%$706

VTI1.06%$106

SPYM1.03%$103

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

Income After Fees on $10,000

$611most kept, BAMY

BAMY$706 − $95 = $611

VTI$106 − $3 = $103

SPYM$103 − $2 = $101

KeptFee

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

Overlap: BAMY, SPYM, VTI

Today

86.1%most shared, SPYM and VTI

BAMYSPYMVTI

BAMY—0.0%0.0%

SPYM0.0%—86.1%

VTI0.0%86.1%—

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

Return vs Bumpiness: 3 ETFs

+13.9%VTI, at 13.9% volatility

BAMYWorst drop−3.1%4.3% vol

SPYMWorst drop−8.9%13.7% vol

VTIWorst drop−8.9%13.9% vol

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

Paid More vs Made More

YTD

BAMYVTI

+0.5%Year to date+11.6%

7.1%Yield1.1%

+2.6%Past year+13.9%

0.95%Fee0.03%

3–1VTI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI 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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026