BAMV vs IWD

ABAMV

BIWD

Measures won1–3IWD wins · of 6 · 5Y

$10,000 · 5Y$17,870IWD

Lowest cost0.18%IWD · $18 on $10k

Most income1.33%IWD · $133 on $10k

Smallest drop−6.0%BAMV · worst fall in 1Y

Held in common21.9%BAMV and IWD

BAMV

IWD

Brookstone Value Stock ETF · $125MiShares Russell 1000 Value ETF · $83.2B

+17.3%3 years · per year$16,123 · $19,285+24.5%

[…]5 years · per year[…] · $17,870+12.3%

0.95%Expense ratio$95 · $18 on $10k · lower wins0.18%

1.22%12-mo yield$122 · $133 on $10k1.33%

−6.0%Worst dropSmaller wins−6.8%

11.2%VolatilityLower wins11.2%

1–3IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsBAMV · IWD

4.9%XOM1.9%

5.2%JNJ1.7%

4.4%CVX1.1%

3.7%PG1.0%

Held in common21.9%

End-of-day Nov 4, 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	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$83.2B
2	ABAMV	Brookstone Value Stock ETFRead Desk		0.95%	1.22%	+0.7%	+15.3%	+16.3%	+17.3%	new	−6.0%	$125M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$83.2B
2	ABAMV	Brookstone Value Stock ETFRead Desk		0.95%	1.22%	+0.7%	+15.3%	+16.3%	+17.3%	new	−6.0%	$125M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BAMV vs IWD

BAMV

Brookstone Value Stock

[…]

IWD

iShares Russell 1000 Value

$17,870

MeasureBAMVIWD

Fee0.95%0.18%

Cost on $10k a year$95$18

Yield1.22%1.33%

5 years, per year[…]+12.3%

3 years, per year+17.3%+24.5%

Worst drop · 1Y−6.0%−6.8%

Volatility · 1Y11.2%11.2%

3–1measures won
IWD first

21.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: BAMV, IWD

Today

21.9%most shared, BAMV and IWD

BAMVIWD

BAMV—21.9%

IWD21.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

BAMV$122 − $95 = $27

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee