BAMG vs IVV

ABAMG

BIVV

Measures won0–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common49.7%BAMG and IVV

BAMG

IVV

Brookstone Growth Stock ETF · $134MiShares Core S&P 500 ETF · $850B

+20.6%3 years · per year$17,527 · $18,084+21.8%

[…]5 years · per year[…] · $17,177+11.4%

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

0.01%12-mo yield$1 · $114 on $10k1.14%

−13.1%Worst dropSmaller wins−8.9%

16.9%VolatilityLower wins13.6%

0–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBAMG · IVV

5.8%MSFT6.3%

5.7%AAPL7.9%

4.3%NVDA6.9%

5.4%AMZN4.0%

Held in common49.7%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	ABAMG	Brookstone Growth Stock ETFRead Desk	0.95%	0.01%	+0.5%	+5.3%	+6.6%	+20.6%	new	−13.1%	$134M

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	ABAMG	Brookstone Growth Stock ETFRead Desk	0.95%	0.01%	+0.5%	+5.3%	+6.6%	+20.6%	new	−13.1%	$134M

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

BAMG vs IVV

BAMG

Brookstone Growth Stock

[…]

IVV

iShares Core S&P 500

$17,177

MeasureBAMGIVV

Fee0.95%0.03%

Cost on $10k a year$95$3

Yield0.01%1.14%

5 years, per year[…]+11.4%

3 years, per year+20.6%+21.8%

Worst drop · 1Y−13.1%−8.9%

Volatility · 1Y16.9%13.6%

5–0measures won
IVV first

49.7%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: BAMG, IVV, VOO

Today

92.2%most shared, IVV and VOO

BAMGIVVVOO

BAMG—49.7%50.8%

IVV49.7%—92.2%

VOO50.8%92.2%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

BAMG$1 − $95 = −$94

KeptFee

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