BAMD vs IVV

ABAMD

BIVV

Measures won3–2BAMD wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV

Lowest cost0.03%IVV · $3 on $10k

Most income3.36%BAMD · $336 on $10k

Smallest drop−8.3%BAMD · worst fall in 1Y

Held in common8.1%BAMD and IVV

BAMD

IVV

Brookstone Dividend Stock ETF · $100MiShares Core S&P 500 ETF · $887B

+15.4%3 years · per year$15,373 · $18,221+22.1%

[…]5 years · per year[…] · $17,151+11.4%

0.95%Expense ratio$95 · $3 on $10k · lower wins0.03%

3.36%12-mo yield$336 · $114 on $10k1.14%

−8.3%Worst dropSmaller wins−8.9%

10.5%VolatilityLower wins13.6%

3–2BAMD wins

$10,000 · 5 yearsOne scale

Shared top holdingsBAMD · IVV

4.5%JPM1.4%

4.1%CVX0.6%

3.1%PM0.5%

2.7%GS0.4%

Held in common8.1%

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

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	ABAMD	Brookstone Dividend Stock ETFRead Desk		0.95%	3.36%	−2.3%	+15.2%	+18.6%	+15.4%	new	−8.3%	$100M

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

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	ABAMD	Brookstone Dividend Stock ETFRead Desk		0.95%	3.36%	−2.3%	+15.2%	+18.6%	+15.4%	new	−8.3%	$100M

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

Cards for this view

BAMD vs IVV

BAMD

Brookstone Dividend Stock

[…]

IVV

iShares Core S&P 500

$17,151

MeasureBAMDIVV

Fee0.95%0.03%

Cost on $10k a year$95$3

Yield3.36%1.14%

5 years, per year[…]+11.4%

3 years, per year+15.4%+22.1%

Worst drop · 1Y−8.3%−8.9%

Volatility · 1Y10.5%13.6%

3–2measures won
BAMD first

8.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: BAMD, IVV

Today

8.1%most shared, BAMD and IVV

BAMDIVV

BAMD—8.1%

IVV8.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$241most kept, BAMD

BAMD$336 − $95 = $241

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee