Compare · 3 funds side by side · dividends reinvested

IVV, BAMD and SPY

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,265IVV · best of the three

Story of the three · IncomeMost incomeBAMD · 3.31% · $331 a year on $10k

Story of the three · RiskSmallest drop

IVV, BAMD and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Brookstone Dividend Stock ETFIncome · Dividend stocks0.95%3.31%+17.1%+17.3%+15.2%[…]−8.3%10.5%$100M1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$875B1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.6%+21.4%+11.5%−8.9%13.7%$807B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: IVV 2000 · BAMD 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Brookstone Dividend Stock ETF · $100M[…]

BAMD

IVV

iShares Core S&P 500 ETF · $875B$17,265

$10,000 five years ago, dividends reinvested · they hold 8.0% in common

BAMDMeasure

More Ways to See the Pairs

BAMD vs IVV: Top 5 Holdings

Today

BAMD

25.4%in top 5

IVV

in top 526.8%

BAMDStockIVV

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

5.4%EIXnot top 5

5.2%PEPnot top 5

Cost, Income and Risk

Fees: IVV, BAMD, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

BAMD0.95%$95

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: IVV, BAMD, SPY

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

IVV

+17.1%Year to dateJan 1 → Nov 13+11.5%

+17.3%1 yearTotal return+11.6%

+15.2%3 years · per year$10,000 became $15,298 · $17,931+21.5%

[…]5 years · per year$10,000 became […] · $17,265+11.5%

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

3.31%Trailing 12-mo yield$331 · $111 a year on $10k1.11%

−8.3%Worst dropSmaller is better−8.9%

10.5%VolatilityLower is calmer13.8%

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

5–2BAMD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.1%TTEnot top 5

5.1%CMEnot top 5

4.6%OKEnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common8.0%

End-of-day Nov 13, 2026 · share of each fund

BAMD vs IVV Returns, Every Period

1Y

BrookstoneBAMD

+17.3%

past year

IVViShares

+11.6%

past year

BAMDIVVFaded: behind in that period

2–1BAMD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Income vs Core: BAMD vs IVV

YTD

BrookstoneBAMD

+17.1%

IVViShares

+11.5%

+17.1%Year to date+11.5%

−8.3%Worst drop · 1Y−8.9%

10.5%Volatility · 1Y13.8%

3.3%Yield1.1%

$99.7MAssets$875B

4–0BAMD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

3.31%highest, BAMD

FundTrailing yieldYield$10k

BAMD3.31%$331

IVV1.11%$111

SPY1.01%$101

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$236most kept, BAMD

BAMD$331 − $95 = $236

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: IVV, BAMD, SPY

Today

99.9%most shared, IVV and SPY

IVVBAMDSPY

IVV—8.0%99.9%

BAMD8.0%—8.0%

SPY99.9%8.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.3%BAMD, at 10.5% volatility

BAMDWorst drop−8.3%10.5% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

BAMDIVV

+17.1%Year to date+11.5%

3.3%Yield1.1%

+17.3%Past year+11.6%

0.95%Fee0.03%

3–1BAMD wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

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IVV, BAMD and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three