BAMV vs VUG

ABAMV

BVUG

Measures won3–2BAMV wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG

Lowest cost0.03%VUG · $3 on $10k

Most income1.26%BAMV · $126 on $10k

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

Held in common4.9%BAMV and VUG

BAMV

VUG

Brookstone Value Stock ETF · $125MVanguard Morningstar Growth ETF · $233B

+15.4%3 years · per year$15,372 · $18,415+22.6%

[…]5 years · per year[…] · $16,124+10.0%

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

1.26%12-mo yield$126 · $42 on $10k0.42%

−6.6%Worst dropSmaller wins−15.1%

11.6%VolatilityLower wins19.0%

3–2BAMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsBAMV · VUG

5.1%META4.2%

0.6%TRGP0.2%

0.7%RCL0.1%

0.3%ODFL0.1%

Held in common4.9%

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

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	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

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	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 VUG

BAMV

Brookstone Value Stock

[…]

VUG

Vanguard Morningstar Growth

$16,124

MeasureBAMVVUG

Fee0.95%0.03%

Cost on $10k a year$95$3

Yield1.26%0.42%

5 years, per year[…]+10.0%

3 years, per year+15.4%+22.6%

Worst drop · 1Y−6.6%−15.1%

Volatility · 1Y11.6%19.0%

3–2measures won
BAMV first

4.9%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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, VUG

Today

4.9%most shared, BAMV and VUG

BAMVVUG

BAMV—4.9%

VUG4.9%—

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

BAMV$126 − $95 = $31

KeptFee

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