BAMV vs IVV

ABAMV

BIVV

Measures won3–2BAMV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income1.26%BAMV · $126 on $10k

Smallest drop−6.6%BAMV · worst fall in 1Y

Held in common16.8%BAMV and IVV

BAMV

IVV

Brookstone Value Stock ETF · $123MiShares Core S&P 500 ETF · $853B

+15.4%3 years · per year$15,372 · $18,084+21.8%

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

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

1.26%12-mo yield$126 · $114 on $10k1.14%

−6.6%Worst dropSmaller wins−8.9%

11.6%VolatilityLower wins13.6%

3–2BAMV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBAMV · IVV

5.1%META2.1%

3.6%MU1.2%

4.7%XOM1.1%

5.4%JNJ1.0%

Held in common16.8%

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	BIVV	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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
3	ABAMV	Brookstone Value Stock ETFRead Desk	0.95%	1.26%	−0.1%	+11.8%	+13.3%	+15.4%	new	−6.6%	$123M

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	BIVV	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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
3	ABAMV	Brookstone Value Stock ETFRead Desk	0.95%	1.26%	−0.1%	+11.8%	+13.3%	+15.4%	new	−6.6%	$123M

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

BAMV vs IVV

BAMV

Brookstone Value Stock

[…]

IVV

iShares Core S&P 500

$17,177

MeasureBAMVIVV

Fee0.95%0.03%

Cost on $10k a year$95$3

Yield1.26%1.14%

5 years, per year[…]+11.4%

3 years, per year+15.4%+21.8%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y11.6%13.6%

3–2measures won
BAMV first

16.8%

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%

$178BAssets$778B

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: BAMV, IVV, SPY

Today

99.9%most shared, IVV and SPY

BAMVIVVSPY

BAMV—16.8%16.8%

IVV16.8%—99.9%

SPY16.8%99.9%—

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

SPY$103 − $9 = $94

BAMV$126 − $95 = $31

KeptFee

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