IVV vs BAMD

AIVV

BBAMD

Measures won2–3BAMD wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income3.38%BAMD · $338 on $10k

Smallest drop−8.3%BAMD · worst fall in 1Y

Held in common8.2%IVV and BAMD

IVV

BAMD

iShares Core S&P 500 ETF · $850BBrookstone Dividend Stock ETF · $100M

+21.8%3 years · per year$18,084 · $15,210+15.0%

+11.4%5 years · per year$17,177 · […][…]

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

1.14%12-mo yield$114 · $338 on $10k3.38%

−8.9%Worst dropSmaller wins−8.3%

13.6%VolatilityLower wins10.5%

2–3BAMD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · BAMD

1.4%JPM4.4%

0.7%CVX4.1%

0.5%PM3.0%

0.4%WFC2.6%

Held in common8.2%

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

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	BBAMD	Brookstone Dividend Stock ETFRead Desk	0.95%	3.38%	−0.6%	+14.5%	+17.3%	+15.0%	new	−8.3%	$100M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	BBAMD	Brookstone Dividend Stock ETFRead Desk	0.95%	3.38%	−0.6%	+14.5%	+17.3%	+15.0%	new	−8.3%	$100M

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

IVV vs BAMD

IVV

iShares Core S&P 500

$17,177

BAMD

Brookstone Dividend Stock

[…]

MeasureIVVBAMD

Fee0.03%0.95%

Cost on $10k a year$3$95

Yield1.14%3.38%

5 years, per year+11.4%[…]

3 years, per year+21.8%+15.0%

Worst drop · 1Y−8.9%−8.3%

Volatility · 1Y13.6%10.5%

3–2measures won
BAMD first

8.2%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: IVV, BAMD, SPY

Today

99.9%most shared, IVV and SPY

IVVBAMDSPY

IVV—8.2%99.9%

BAMD8.2%—8.2%

SPY99.9%8.2%—

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

Income After Fees on $10,000

$243most kept, BAMD

BAMD$338 − $95 = $243

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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