Compare · 3 funds side by side · dividends reinvested

IVV, BAMV and VTI

IVViShares×BAMVBrookstone×VTIVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

IVV, BAMV and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Brookstone Value Stock ETFUS Stock Styles · Value0.95%1.23%+14.1%+16.5%+15.5%[…]−6.6%11.7%$123M1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.9

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%$689B2.3

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: IVV 2000 · BAMV 2023 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,545

IVV

BAMV

Brookstone Value Stock ETF · $123M[…]

$10,000 five years ago, dividends reinvested · they hold 16.8% in common

IVVMeasureBAMV

+11.3%Year to dateJan 1 → Nov 9+14.1%

+13.6%1 yearTotal return+16.5%

+22.0%3 years · per year$10,000 became $18,159 · $15,399+15.5%

+11.9%5 years · per year$10,000 became $17,545 · […][…]

0.03%Expense ratio$3 · $95 a year on $10k · lower is better0.95%

1.11%Trailing 12-mo yield$111 · $123 a year on $10k1.23%

−8.9%Worst dropSmaller is better−6.6%

13.8%VolatilityLower is calmer11.7%

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

2–5BAMV wins

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

More Ways to See the Pairs

IVV vs BAMV: Top 5 Holdings

Today

IVV

27.8%in top 5

BAMV

in top 523.5%

IVVStockBAMV

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

not top 5JNJ5.5%

not top 5META5.1%

not top 5XOM4.7%

not top 5CVX4.2%

4.0%AMZNnot top 5

not top 5PG3.9%

2.6%GOOGLnot top 5

Held in common16.8%

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

IVV vs BAMV Returns, Every Period

iSharesIVV

+13.6%

past year

BAMVBrookstone

+16.5%

past year

IVVBAMVFaded: behind in that period

1–2BAMV wins

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

Core vs Stocks: IVV vs BAMV

YTD

iSharesIVV

+11.3%

BAMVBrookstone

+14.1%

+11.3%Year to date+14.1%

−8.9%Worst drop · 1Y−6.6%

13.8%Volatility · 1Y11.7%

1.1%Yield1.2%

$853BAssets$123M

4–0BAMV wins

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

Cost, Income and Risk

Fees: IVV, BAMV, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

BAMV0.95%$95

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

Yields: IVV, BAMV, VTI

1.23%highest, BAMV

FundTrailing yieldYield$10k

BAMV1.23%$123

IVV1.11%$111

VTI1.06%$106

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VTI$106 − $3 = $103

BAMV$123 − $95 = $28

KeptFee

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

Overlap: IVV, BAMV, VTI

Today

86.0%most shared, IVV and VTI

IVVBAMVVTI

IVV—16.8%86.0%

BAMV16.8%—15.0%

VTI86.0%15.0%—

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

Return vs Bumpiness: 3 ETFs

+16.5%BAMV, at 11.7% volatility

BAMVWorst drop−6.6%11.7% vol

IVVWorst drop−8.9%13.8% 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

BAMVVTI

+14.1%Year to date+11.6%

1.2%Yield1.1%

+16.5%Past year+13.9%

0.95%Fee0.03%

3–1BAMV 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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026