Compare · 2 funds side by side · dividends reinvested

IVV and BAMV

IVViShares×BAMVBrookstone×

Versus in desk

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

02 / 04

IVV and BAMV, 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%$123M1.3

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%$853B1.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: IVV 2000 · BAMV 2023

Head to Head

Swap sides Versus in desk

Head to Head

Brookstone Value Stock ETF · $123M[…]

BAMV

IVV

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

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

BAMVMeasureIVV

+14.1%Year to dateJan 1 → Nov 9+11.3%

+16.5%1 yearTotal return+13.6%

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

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

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

1.23%Trailing 12-mo yield$123 · $111 a year on $10k1.11%

−6.6%Worst dropSmaller is better−8.9%

11.7%VolatilityLower is calmer13.8%

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

5–2BAMV wins

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

More Ways to See the Pairs

BAMV vs IVV: Top 5 Holdings

Today

BAMV

23.5%in top 5

IVV

in top 527.8%

BAMVStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

5.5%JNJnot top 5

5.1%METAnot top 5

4.7%XOMnot top 5

4.2%CVXnot top 5

not top 5AMZN4.0%

3.9%PGnot top 5

not top 5GOOGL2.6%

Held in common16.8%

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

BAMV vs IVV Returns, Every Period

BrookstoneBAMV

+16.5%

past year

IVViShares

+13.6%

past year

BAMVIVVFaded: behind in that period

2–1BAMV wins

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

Stocks vs Core: BAMV vs IVV

YTD

BrookstoneBAMV

+14.1%

IVViShares

+11.3%

+14.1%Year to date+11.3%

−6.6%Worst drop · 1Y−8.9%

11.7%Volatility · 1Y13.8%

1.2%Yield1.1%

$123MAssets$853B

4–0BAMV wins

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

Cost, Income and Risk

Fees: IVV, BAMV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

BAMV0.95%$95

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

Yields: IVV, BAMV

1.23%highest, BAMV

FundTrailing yieldYield$10k

BAMV1.23%$123

IVV1.11%$111

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

BAMV$123 − $95 = $28

KeptFee

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

Overlap: IVV, BAMV

Today

16.8%most shared, IVV and BAMV

IVVBAMV

IVV—16.8%

BAMV16.8%—

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

Return vs Bumpiness: 2 ETFs

+16.5%BAMV, at 11.7% volatility

BAMVWorst drop−6.6%11.7% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

BAMVIVV

+14.1%Year to date+11.3%

1.2%Yield1.1%

+16.5%Past year+13.6%

0.95%Fee0.03%

3–1BAMV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

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

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

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