BAMV vs VOO

ABAMV

BVOO

Measures won3–2BAMV wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO

Lowest cost0.03%VOO · $3 on $10k

Most income1.22%BAMV · $122 on $10k

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

Held in common16.7%BAMV and VOO

BAMV

VOO

Brookstone Value Stock ETF · $124MVanguard S&P 500 ETF · $1.00T

+17.3%3 years · per year$16,123 · $19,172+24.2%

[…]5 years · per year[…] · $18,115+12.6%

0.95%Expense ratio$95 · $3 on $10k · lower wins0.03%

1.22%12-mo yield$122 · $105 on $10k1.05%

−6.0%Worst dropSmaller wins−8.9%

11.2%VolatilityLower wins12.8%

3–2BAMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsBAMV · VOO

5.1%META2.4%

4.6%MU1.8%

4.9%XOM1.0%

5.2%JNJ1.0%

Held in common16.7%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	ABAMV	Brookstone Value Stock ETFRead Desk		0.95%	1.22%	+0.7%	+15.3%	+16.3%	+17.3%	new	−6.0%	$124M

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	ABAMV	Brookstone Value Stock ETFRead Desk		0.95%	1.22%	+0.7%	+15.3%	+16.3%	+17.3%	new	−6.0%	$124M

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 VOO

BAMV

Brookstone Value Stock

[…]

VOO

Vanguard S&P 500

$18,115

MeasureBAMVVOO

Fee0.95%0.03%

Cost on $10k a year$95$3

Yield1.22%1.05%

5 years, per year[…]+12.6%

3 years, per year+17.3%+24.2%

Worst drop · 1Y−6.0%−8.9%

Volatility · 1Y11.2%12.8%

3–2measures won
BAMV first

16.7%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: BAMV, VOO

Today

16.7%most shared, BAMV and VOO

BAMVVOO

BAMV—16.7%

VOO16.7%—

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

BAMV$122 − $95 = $27

KeptFee

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