BAMO vs IVV

ABAMO

BIVV

Measures won3–2BAMO wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV · SPY $17,481

Lowest cost0.03%IVV · $3 on $10k

Most income1.36%BAMO · $136 on $10k

Smallest drop−5.5%BAMO · worst fall in 1Y

Held in common0.0%BAMO and IVV

Brookstone Opportunities ETF · $44MiShares Core S&P 500 ETF · $872B

+12.6%3 years · per year$14,287 · $18,122+21.9%

[…]5 years · per year[…] · $17,530+11.9%

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

1.36%12-mo yield$136 · $110 on $10k

Cards for this view

BAMO

Brookstone Opportunities

[…]

IVV

iShares Core S&P 500

$17,530

MeasureBAMOIVV

Fee0.95%0.03%

Cost on $10k a year$95$3

Yield1.36%1.10%

5 years, per year[…]+11.9%

3 years, per year+12.6%+21.9%

Worst drop · 1Y−5.5%−8.9%

Volatility · 1Y8.0%

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
3	ABAMO	Brookstone Opportunities ETFRead Desk	0.95%	1.36%	+0.6%	+7.4%	+8.8%	+12.6%	new	−5.5%	$44M

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
3	ABAMO	Brookstone Opportunities ETFRead Desk	0.95%	1.36%	+0.6%	+7.4%	+8.8%	+12.6%	new	−5.5%	$44M

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