BAMB vs SPYM

ABAMB

BSPYM

Measures won3–2BAMB wins · of 6 · 5Y

$10,000 · 5Y$17,429SPYM · IVV $17,414

Lowest cost0.02%SPYM · $2 on $10k

Most income3.07%BAMB · $307 on $10k

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

Held in common0.0%BAMB and SPYM

BAMB

SPYM

Brookstone Intermediate Bond ETF · $55MState Street SPDR Portfolio S&P 500 ETF · $179B

+3.3%3 years · per year$11,038 · $18,161+22.0%

[…]5 years · per year[…] · $17,553+11.9%

0.95%Expense ratio$95 · $2 on $10k · lower wins0.02%

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

−5.6%Worst dropSmaller wins−8.9%

4.0%VolatilityLower wins13.7%

3–2BAMB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBAMB · SPYM

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

Held in common0.0%

End-of-day Nov 10, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	ABAMB	Brookstone Intermediate Bond ETFRead Desk	0.95%	3.07%	−0.1%	−1.5%	−1.4%	+3.3%	new	−5.6%	$55M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	ABAMB	Brookstone Intermediate Bond ETFRead Desk	0.95%	3.07%	−0.1%	−1.5%	−1.4%	+3.3%	new	−5.6%	$55M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BAMB vs SPYM

BAMB

Brookstone Intermediate Bond

[…]

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureBAMBSPYM

Fee0.95%0.02%

Cost on $10k a year$95$2

Yield3.07%1.03%

5 years, per year[…]+11.9%

3 years, per year+3.3%+22.0%

Worst drop · 1Y−5.6%−8.9%

Volatility · 1Y4.0%13.7%

3–2measures won
BAMB first

0.0%

holdings shared

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

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 10, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

Overlap: BAMB, SPYM, IVV

Today

98.8%most shared, SPYM and IVV

BAMBSPYMIVV

BAMB—0.0%0.0%

SPYM0.0%—98.8%

IVV0.0%98.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$212most kept, BAMB

BAMB$307 − $95 = $212

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee