BAMV vs VTI

ABAMV

BVTI

Measures won3–2BAMV wins · of 6 · 5Y

$10,000 · 5Y$16,697VTI

Lowest cost0.03%VTI · $3 on $10k

Most income1.23%BAMV · $123 on $10k

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

Held in common15.0%BAMV and VTI

BAMV

VTI

Brookstone Value Stock ETF · $123MVanguard Morningstar Total Stock Market ETF · $689B

+15.5%3 years · per year$15,399 · $18,090+21.8%

[…]5 years · per year[…] · $16,697+10.8%

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

1.23%12-mo yield$123 · $106 on $10k1.06%

−6.6%Worst dropSmaller wins−8.9%

11.7%VolatilityLower wins13.9%

3–2BAMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsBAMV · VTI

5.1%META2.2%

3.8%MU1.6%

4.7%XOM0.9%

5.5%JNJ0.9%

Held in common15.0%

End-of-day Nov 9, 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	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
2	ABAMV	Brookstone Value Stock ETFRead Desk		0.95%	1.23%	+2.1%	+14.1%	+16.5%	+15.5%	new	−6.6%	$123M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
2	ABAMV	Brookstone Value Stock ETFRead Desk		0.95%	1.23%	+2.1%	+14.1%	+16.5%	+15.5%	new	−6.6%	$123M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BAMV vs VTI

BAMV

Brookstone Value Stock

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,697

MeasureBAMVVTI

Fee0.95%0.03%

Cost on $10k a year$95$3

Yield1.23%1.06%

5 years, per year[…]+10.8%

3 years, per year+15.5%+21.8%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y11.7%13.9%

3–2measures won
BAMV first

15.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: BAMV, VTI

Today

15.0%most shared, BAMV and VTI

BAMVVTI

BAMV—15.0%

VTI15.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$103most kept, VTI

VTI$106 − $3 = $103

BAMV$123 − $95 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee