Compare · 2 funds side by side · dividends reinvested

IVV and BAMD

IVViShares×BAMDBrookstone×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

IVV and BAMD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Brookstone Dividend Stock ETFIncome · Dividend stocks0.95%3.38%+14.5%+17.3%+15.0%[…]−8.3%10.5%$100M1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.6

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: IVV 2000 · BAMD 2023

Head to Head

Swap sides Versus in desk

Head to Head

Brookstone Dividend Stock ETF · $100M[…]

BAMD

IVV

iShares Core S&P 500 ETF · $850B$17,177

$10,000 five years ago, dividends reinvested · they hold 8.2% in common

BAMDMeasureIVV

+14.5%Year to dateJan 1 → Nov 6+8.7%

+17.3%1 yearTotal return+9.8%

+15.0%3 years · per year$10,000 became $15,210 · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

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

3.38%Trailing 12-mo yield$338 · $114 a year on $10k1.14%

−8.3%Worst dropSmaller is better−8.9%

10.5%VolatilityLower is calmer13.6%

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

5–2BAMD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BAMD vs IVV: Top 5 Holdings

Today

BAMD

25.5%in top 5

IVV

in top 527.8%

BAMDStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.6%EIXnot top 5

5.2%TTEnot top 5

5.2%PEPnot top 5

5.0%CMEnot top 5

4.5%OKEnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common8.2%

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

BAMD vs IVV Returns, Every Period

BrookstoneBAMD

+17.3%

past year

IVViShares

+9.8%

past year

BAMDIVVFaded: behind in that period

2–1BAMD wins

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

Income vs Core: BAMD vs IVV

YTD

BrookstoneBAMD

+14.5%

IVViShares

+8.7%

+14.5%Year to date+8.7%

−8.3%Worst drop · 1Y−8.9%

10.5%Volatility · 1Y13.6%

3.4%Yield1.1%

$100MAssets$850B

4–0BAMD wins

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

Cost, Income and Risk

Fees: IVV, BAMD

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

BAMD0.95%$95

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

Yields: IVV, BAMD

3.38%highest, BAMD

FundTrailing yieldYield$10k

BAMD3.38%$338

IVV1.14%$114

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

Income After Fees on $10,000

$243most kept, BAMD

BAMD$338 − $95 = $243

IVV$114 − $3 = $111

KeptFee

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

Overlap: IVV, BAMD

Today

8.2%most shared, IVV and BAMD

IVVBAMD

IVV—8.2%

BAMD8.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.3%BAMD, at 10.5% volatility

BAMDWorst drop−8.3%10.5% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

BAMDIVV

+14.5%Year to date+8.7%

3.4%Yield1.1%

+17.3%Past year+9.8%

0.95%Fee0.03%

3–1BAMD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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