BAMV vs VTV

ABAMV

BVTV

Measures won0–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common34.6%BAMV and VTV

BAMV

VTV

Brookstone Value Stock ETF · $125MVanguard Morningstar Value ETF · $184B

+15.8%3 years · per year$15,520 · $17,832+21.3%

[…]5 years · per year[…] · $17,626+12.0%

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

1.26%12-mo yield$126 · $186 on $10k1.86%

−6.5%Worst dropSmaller wins−6.4%

11.6%VolatilityLower wins10.7%

0–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsBAMV · VTV

4.3%MU4.6%

4.7%XOM2.6%

5.3%JNJ2.4%

4.2%CVX1.5%

Held in common34.6%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
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 VTV

BAMV

Brookstone Value Stock

[…]

VTV

Vanguard Morningstar Value

$17,626

MeasureBAMVVTV

Fee0.95%0.03%

Cost on $10k a year$95$3

Yield1.26%1.86%

5 years, per year[…]+12.0%

3 years, per year+15.8%+21.3%

Worst drop · 1Y−6.5%−6.4%

Volatility · 1Y11.6%10.7%

5–0measures won
VTV first

34.6%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

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

Overlap: BAMV, VTV

Today

34.6%most shared, BAMV and VTV

BAMVVTV

BAMV—34.6%

VTV34.6%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

BAMV$126 − $95 = $31

KeptFee

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