BAMV vs SPY

ABAMV

BSPY

Measures won3–2BAMV wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.26%BAMV · $126 on $10k

Smallest drop−6.5%BAMV · worst fall in 1Y

Held in common16.7%BAMV and SPY

BAMV

SPY

Brookstone Value Stock ETF · $124MState Street SPDR S&P 500 ETF · $805B

+15.8%3 years · per year$15,520 · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.95%Expense ratio$95 · $9 on $10k · lower wins0.09%

1.26%12-mo yield$126 · $103 on $10k1.03%

−6.5%Worst dropSmaller wins−8.9%

11.6%VolatilityLower wins13.6%

3–2BAMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsBAMV · SPY

5.1%META2.1%

4.3%MU1.4%

4.7%XOM1.0%

5.3%JNJ1.0%

Held in common16.7%

End-of-day Nov 5, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	ABAMV	Brookstone Value Stock ETFRead Desk		0.95%	1.26%	−2.9%	+11.9%	+13.9%	+15.8%	new	−6.5%	$124M

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	ABAMV	Brookstone Value Stock ETFRead Desk		0.95%	1.26%	−2.9%	+11.9%	+13.9%	+15.8%	new	−6.5%	$124M

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

Cards for this view

BAMV vs SPY

BAMV

Brookstone Value Stock

[…]

SPY

SPDR S&P 500

$17,099

MeasureBAMVSPY

Fee0.95%0.09%

Cost on $10k a year$95$9

Yield1.26%1.03%

5 years, per year[…]+11.3%

3 years, per year+15.8%+22.0%

Worst drop · 1Y−6.5%−8.9%

Volatility · 1Y11.6%13.6%

3–2measures won
BAMV first

16.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: BAMV, SPY

Today

16.7%most shared, BAMV and SPY

BAMVSPY

BAMV—16.7%

SPY16.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

BAMV$126 − $95 = $31

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee