BAMB vs SPY

ABAMB

BSPY

Measures won3–2BAMB wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income3.07%BAMB · $307 on $10k

Smallest drop−5.6%BAMB · worst fall in 1Y

Held in common0.0%BAMB and SPY

BAMB

SPY

Brookstone Intermediate Bond ETF · $55MState Street SPDR S&P 500 ETF · $819B

+3.4%3 years · per year$11,070 · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.95%Expense ratio$95 · $9 on $10k · lower wins0.09%

3.07%12-mo yield$307 · $103 on $10k1.03%

−5.6%Worst dropSmaller wins−8.9%

4.0%VolatilityLower wins13.6%

3–2BAMB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBAMB · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	ABAMB	Brookstone Intermediate Bond ETFRead Desk	0.95%	3.07%	−0.1%	−1.4%	−0.9%	+3.4%	new	−5.6%	$55M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	ABAMB	Brookstone Intermediate Bond ETFRead Desk	0.95%	3.07%	−0.1%	−1.4%	−0.9%	+3.4%	new	−5.6%	$55M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BAMB vs SPY

BAMB

Brookstone Intermediate Bond

[…]

SPY

SPDR S&P 500

$17,118

MeasureBAMBSPY

Fee0.95%0.09%

Cost on $10k a year$95$9

Yield3.07%1.03%

5 years, per year[…]+11.3%

3 years, per year+3.4%+21.7%

Worst drop · 1Y−5.6%−8.9%

Volatility · 1Y4.0%13.6%

3–2measures won
BAMB first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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$853B

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

Overlap: BAMB, SPY, IVV

Today

99.9%most shared, SPY and IVV

BAMBSPYIVV

BAMB—0.0%0.0%

SPY0.0%—99.9%

IVV0.0%99.9%—

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

Income After Fees on $10,000

$212most kept, BAMB

BAMB$307 − $95 = $212

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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