BAMV vs VLUE5YBAMVBAMVAvsBVLUEVLUEBrookstone Value Stock ETF · $127MiShares MSCI USA Value Factor ETF · $9.2BReturns · dividends in+15.7%3 years · per year$15,493 · $22,564+31.2%[…]5 years · per year[…] · $20,220+15.1%Cost and income0.95%Expense ratio$95 · $15 on $10k · lower wins0.15%1.22%12-mo yield$122 · $163 on $10k1.63%
Overlap: BAMV, VLUE, IWFToday26.5%most shared, BAMV and VLUEBAMVVLUEIWFBAMV—26.5%9.0%VLUE26.5%—3.9%IWF9.0%3.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
BAMV vs VLUE5YABAMVBrookstone Value Stock[…]vsVLUEBiShares MSCI USA Value Factor$20,220MeasureBAMVVLUEFee0.95%0.15%Cost on $10k a year$95$15Yield1.22%1.63%5 years, per year[…]+15.1%3 years, per year+15.7%+31.2%Worst drop · 1Y−6.6%−11.0%Volatility · 1Y11.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVLUEiShares MSCI USA Value Factor ETFReadDesk0.15%1.63%−0.6%+40.1%+45.3%+31.2%+15.1%−11.0%$9.2B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$118.9B3ABAMVBrookstone Value Stock ETFReadDesk0.95%1.22%+0.6%+15.5%+15.3%+15.7%new−6.6%$127MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVLUEiShares MSCI USA Value Factor ETFReadDesk0.15%1.63%−0.6%+40.1%+45.3%+31.2%+15.1%−11.0%$9.2B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$118.9B3ABAMVBrookstone Value Stock ETFReadDesk0.95%1.22%+0.6%+15.5%+15.3%+15.7%new−6.6%$127MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.9B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: BAMV, VLUE, IWFToday26.5%most shared, BAMV and VLUEBAMVVLUEIWFBAMV—26.5%9.0%VLUE26.5%—3.9%IWF9.0%3.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$148most kept, VLUEVLUE$163 − $15 = $148BAMV$122 − $95 = $27IWF$38 − $18 = $20KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee