BAMV vs IWD

ABAMV

BIWD

Measures won1–3IWD wins · of 6 · 5Y

$10,000 · 5Y$17,201IWD · IWF $15,441

Lowest cost0.18%IWD · $18 on $10k

Most income1.37%IWD · $137 on $10k

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

Held in common21.6%BAMV and IWD

BAMV

IWD

Brookstone Value Stock ETF · $121MiShares Russell 1000 Value ETF · $82.9B

+15.4%3 years · per year$15,372 · $18,455+22.7%

[…]5 years · per year[…] · $17,201+11.5%

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

1.26%12-mo yield$126 · $137 on $10k1.37%

−6.6%Worst dropSmaller wins−6.8%

11.6%VolatilityLower wins11.6%

1–3IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBAMV · IWD

4.7%XOM1.8%

5.4%JNJ1.7%

4.2%CVX1.0%

3.9%PG1.0%

Held in common21.6%

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	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	ABAMV	Brookstone Value Stock ETFRead Desk	0.95%	1.26%	−0.1%	+11.8%	+13.3%	+15.4%	new	−6.6%	$121M

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	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	ABAMV	Brookstone Value Stock ETFRead Desk	0.95%	1.26%	−0.1%	+11.8%	+13.3%	+15.4%	new	−6.6%	$121M

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 IWD

BAMV

Brookstone Value Stock

[…]

IWD

iShares Russell 1000 Value

$17,201

MeasureBAMVIWD

Fee0.95%0.18%

Cost on $10k a year$95$18

Yield1.26%1.37%

5 years, per year[…]+11.5%

3 years, per year+15.4%+22.7%

Worst drop · 1Y−6.6%−6.8%

Volatility · 1Y11.6%11.6%

3–1measures won
IWD first

21.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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

Overlap: BAMV, IWD, IWF

Today

21.6%most shared, BAMV and IWD

BAMVIWDIWF

BAMV—21.6%8.7%

IWD21.6%—18.9%

IWF8.7%18.9%—

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

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

BAMV$126 − $95 = $31

IWF$39 − $18 = $21

KeptFee

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