IVV vs BAMA

AIVV

BBAMA

Measures won2–3BAMA wins · of 6 · 5Y

$10,000 · 5Y$17,806QQQ · IVV $17,398

Lowest cost0.03%IVV · $3 on $10k

Most income1.46%BAMA · $146 on $10k

Smallest drop−7.4%BAMA · worst fall in 1Y

Held in common0.0%IVV and BAMA

iShares Core S&P 500 ETF · $883BBrookstone Active ETF · $45M

+21.7%3 years · per year$18,019 · $14,634+13.5%

+11.7%5 years · per year$17,398 · […][…]

0.03%Expense ratio$3 · $95 on $10k · lower wins0.95%

1.10%12-mo yield$110 · $146 on $10k1.46%

Cards for this view

IVV

iShares Core S&P 500

$17,398

BAMA

Brookstone Active

[…]

MeasureIVVBAMA

Fee0.03%0.95%

Cost on $10k a year$3$95

Yield1.10%1.46%

5 years, per year+11.7%[…]

3 years, per year+21.7%+13.5%

Worst drop · 1Y−8.9%−7.4%

Volatility · 1Y13.7%11.6%

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	−0.3%	+12.4%	+11.2%	+23.4%	+12.2%	−14.8%	$464.0B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
3	BBAMA	Brookstone Active ETFRead Desk	0.95%	1.46%	−0.4%	+6.0%	+6.4%	+13.5%	new	−7.4%	$45M

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	−0.3%	+12.4%	+11.2%	+23.4%	+12.2%	−14.8%	$464.0B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
3	BBAMA	Brookstone Active ETFRead Desk	0.95%	1.46%	−0.4%	+6.0%	+6.4%	+13.5%	new	−7.4%	$45M

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