Compare · 2 funds side by side · dividends reinvested

BAMY and VTI

BAMYBrookstone×VTIVanguard×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,332VTI · best of the two

02 / 04

BAMY and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.05%+13.4%+13.5%+24.0%+11.5%−8.9%13.1%$689B1.4

Brookstone Yield ETFUnsorted0.95%7.05%+0.6%+2.3%+10.5%[…]−3.1%4.3%$41M1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: BAMY 2023 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

Brookstone Yield ETF · $41M[…]

BAMY

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,332

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

BAMYMeasureVTI

+0.6%Year to dateJan 1 → Nov 5+13.4%

+2.3%1 yearTotal return+13.5%

+10.5%3 years · per year$10,000 became $13,493 · $19,059+24.0%

[…]5 years · per year$10,000 became […] · $17,257+11.5%

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

7.05%Trailing 12-mo yield$705 · $105 a year on $10k1.05%

−3.1%Worst dropSmaller is better−8.9%

4.3%VolatilityLower is calmer13.1%

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

3–4VTI wins

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

More Ways to See the Pairs

BAMY vs VTI: Top 5 Holdings

Today

BAMY

98.4%in top 5

VTI

in top 525.0%

BAMYStockVTI

19.9%USHYnot top 5

19.9%SCYBnot top 5

19.9%SPHYnot top 5

19.7%HYDBnot top 5

19.0%SHYGnot top 5

not top 5NVDA7.1%

not top 5AAPL6.6%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.8%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

BAMY vs VTI Returns, Every Period

BrookstoneBAMY

+2.3%

past year

VTIVanguard

+13.5%

past year

BAMYVTIFaded: behind in that period

0–3VTI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: BAMY vs VTI

YTD

BrookstoneBAMY

+0.6%

VTIVanguard

+13.4%

+0.6%Year to date+13.4%

−3.1%Worst drop · 1Y−8.9%

4.3%Volatility · 1Y13.1%

7.0%Yield1.0%

$41.3MAssets$689B

3–1BAMY wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BAMY, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

BAMY0.95%$95

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BAMY, VTI

7.05%highest, BAMY

FundTrailing yieldYield$10k

BAMY7.05%$705

VTI1.05%$105

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$610most kept, BAMY

BAMY$705 − $95 = $610

VTI$105 − $3 = $102

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BAMY, VTI

Today

0.0%most shared, BAMY and VTI

BAMYVTI

BAMY—0.0%

VTI0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%VTI, at 13.1% volatility

BAMYWorst drop−3.1%4.3% vol

VTIWorst drop−8.9%13.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BAMYVTI

+0.6%Year to date+13.4%

7.0%Yield1.0%

+2.3%Past year+13.5%

0.95%Fee0.03%

3–1VTI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026