BAMV vs VONV

ABAMV

BVONV

Measures won1–3VONV wins · of 6 · 5Y

$10,000 · 5Y$17,364VONV

Lowest cost0.06%VONV · $6 on $10k

Most income1.53%VONV · $153 on $10k

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

Held in common21.5%BAMV and VONV

BAMV

VONV

Brookstone Value Stock ETF · $125MVanguard Russell 1000 Value ETF · $21.7B

+15.8%3 years · per year$15,520 · $18,678+23.2%

[…]5 years · per year[…] · $17,364+11.7%

0.95%Expense ratio$95 · $6 on $10k · lower wins0.06%

1.26%12-mo yield$126 · $153 on $10k1.53%

−6.5%Worst dropSmaller wins−6.8%

11.6%VolatilityLower wins11.6%

1–3VONV wins

$10,000 · 5 yearsOne scale

Shared top holdingsBAMV · VONV

4.7%XOM1.8%

5.3%JNJ1.8%

4.2%CVX1.0%

3.8%PG0.9%

Held in common21.5%

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	BVONV	Vanguard Russell 1000 Value ETFRead Desk		0.06%	1.53%	−2.6%	+24.3%	+29.5%	+23.2%	+11.7%	−6.8%	$21.7B
2	ABAMV	Brookstone Value Stock ETFRead Desk		0.95%	1.26%	−2.9%	+11.9%	+13.9%	+15.8%	new	−6.5%	$125M

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	BVONV	Vanguard Russell 1000 Value ETFRead Desk		0.06%	1.53%	−2.6%	+24.3%	+29.5%	+23.2%	+11.7%	−6.8%	$21.7B
2	ABAMV	Brookstone Value Stock ETFRead Desk		0.95%	1.26%	−2.9%	+11.9%	+13.9%	+15.8%	new	−6.5%	$125M

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 VONV

BAMV

Brookstone Value Stock

[…]

VONV

Vanguard Russell 1000 Value

$17,364

MeasureBAMVVONV

Fee0.95%0.06%

Cost on $10k a year$95$6

Yield1.26%1.53%

5 years, per year[…]+11.7%

3 years, per year+15.8%+23.2%

Worst drop · 1Y−6.5%−6.8%

Volatility · 1Y11.6%11.6%

3–1measures won
VONV first

21.5%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: BAMV, VONV

Today

21.5%most shared, BAMV and VONV

BAMVVONV

BAMV—21.5%

VONV21.5%—

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

Income After Fees on $10,000

$147most kept, VONV

VONV$153 − $6 = $147

BAMV$126 − $95 = $31

KeptFee

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