BAMV vs VOO

ABAMV

BVOO

Measures won3–2BAMV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.26%BAMV · $126 on $10k

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

Held in common16.7%BAMV and VOO

BAMV

VOO

Brookstone Value Stock ETF · $125MVanguard S&P 500 ETF · $1.00T

+15.4%3 years · per year$15,372 · $18,079+21.8%

[…]5 years · per year[…] · $17,177+11.4%

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

1.26%12-mo yield$126 · $110 on $10k1.10%

−6.6%Worst dropSmaller wins−8.9%

11.6%VolatilityLower wins13.5%

3–2BAMV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBAMV · VOO

5.1%META2.4%

3.6%MU1.8%

4.7%XOM1.0%

5.4%JNJ1.0%

Held in common16.7%

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	ABAMV	Brookstone Value Stock ETFRead Desk	0.95%	1.26%	−0.1%	+11.8%	+13.3%	+15.4%	new	−6.6%	$125M

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	ABAMV	Brookstone Value Stock ETFRead Desk	0.95%	1.26%	−0.1%	+11.8%	+13.3%	+15.4%	new	−6.6%	$125M

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 VOO

BAMV

Brookstone Value Stock

[…]

VOO

Vanguard S&P 500

$17,177

MeasureBAMVVOO

Fee0.95%0.03%

Cost on $10k a year$95$3

Yield1.26%1.10%

5 years, per year[…]+11.4%

3 years, per year+15.4%+21.8%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y11.6%13.5%

3–2measures won
BAMV first

16.7%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM 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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: BAMV, VOO, IVV

Today

92.2%most shared, VOO and IVV

BAMVVOOIVV

BAMV—16.7%16.8%

VOO16.7%—92.2%

IVV16.8%92.2%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

BAMV$126 − $95 = $31

KeptFee

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