BAMY vs IVV

ABAMY

BIVV

Measures won3–2BAMY wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · SPY $18,060

Lowest cost0.03%IVV · $3 on $10k

Most income7.05%BAMY · $705 on $10k

Smallest drop−3.1%BAMY · worst fall in 1Y

Held in common0.0%BAMY and IVV

BAMY

IVV

Brookstone Yield ETF · $41MiShares Core S&P 500 ETF · $887B

+10.5%3 years · per year$13,493 · $19,178+24.2%

[…]5 years · per year[…] · $18,118+12.6%

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

7.05%12-mo yield$705 · $109 on $10k1.09%

−3.1%Worst dropSmaller wins−8.9%

4.3%VolatilityLower wins12.9%

3–2BAMY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBAMY · IVV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
3	ABAMY	Brookstone Yield ETFRead Desk	0.95%	7.05%	+0.6%	+0.6%	+2.3%	+10.5%	new	−3.1%	$41M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
3	ABAMY	Brookstone Yield ETFRead Desk	0.95%	7.05%	+0.6%	+0.6%	+2.3%	+10.5%	new	−3.1%	$41M

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

BAMY vs IVV

BAMY

Brookstone Yield

[…]

IVV

iShares Core S&P 500

$18,118

MeasureBAMYIVV

Fee0.95%0.03%

Cost on $10k a year$95$3

Yield7.05%1.09%

5 years, per year[…]+12.6%

3 years, per year+10.5%+24.2%

Worst drop · 1Y−3.1%−8.9%

Volatility · 1Y4.3%12.9%

3–2measures won
BAMY first

0.0%

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: BAMY, IVV, SPY

Today

99.9%most shared, IVV and SPY

BAMYIVVSPY

BAMY—0.0%0.0%

IVV0.0%—99.9%

SPY0.0%99.9%—

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

Income After Fees on $10,000

$610most kept, BAMY

BAMY$705 − $95 = $610

IVV$109 − $3 = $106

SPY$99 − $9 = $90

KeptFee

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