BAMY vs SPYM

ABAMY

BSPYM

Measures won3–2BAMY wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · VTI $16,697

Lowest cost0.02%SPYM · $2 on $10k

Most income7.06%BAMY · $706 on $10k

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

Held in common0.0%BAMY and SPYM

BAMY

SPYM

Brookstone Yield ETF · $41MState Street SPDR Portfolio S&P 500 ETF · $179B

+9.5%3 years · per year$13,147 · $18,161+22.0%

[…]5 years · per year[…] · $17,553+11.9%

0.95%Expense ratio$95 · $2 on $10k · lower wins0.02%

7.06%12-mo yield$706 · $103 on $10k1.03%

−3.1%Worst dropSmaller wins−8.9%

4.3%VolatilityLower wins13.7%

3–2BAMY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBAMY · SPYM

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

Held in common0.0%

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	VTI	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
3	ABAMY	Brookstone Yield ETFRead Desk	0.95%	7.06%	+0.3%	+0.5%	+2.6%	+9.5%	new	−3.1%	$41M

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	VTI	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
3	ABAMY	Brookstone Yield ETFRead Desk	0.95%	7.06%	+0.3%	+0.5%	+2.6%	+9.5%	new	−3.1%	$41M

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

BAMY vs SPYM

BAMY

Brookstone Yield

[…]

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureBAMYSPYM

Fee0.95%0.02%

Cost on $10k a year$95$2

Yield7.06%1.03%

5 years, per year[…]+11.9%

3 years, per year+9.5%+22.0%

Worst drop · 1Y−3.1%−8.9%

Volatility · 1Y4.3%13.7%

3–2measures won
BAMY first

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: BAMY, SPYM, VTI

Today

86.1%most shared, SPYM and VTI

BAMYSPYMVTI

BAMY—0.0%0.0%

SPYM0.0%—86.1%

VTI0.0%86.1%—

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

Income After Fees on $10,000

$611most kept, BAMY

BAMY$706 − $95 = $611

VTI$106 − $3 = $103

SPYM$103 − $2 = $101

KeptFee

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