IVV vs BAMV

AIVV

BBAMV

Measures won2–3BAMV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income1.23%BAMV · $123 on $10k

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

Held in common16.8%IVV and BAMV

IVV

BAMV

iShares Core S&P 500 ETF · $853BBrookstone Value Stock ETF · $123M

+22.0%3 years · per year$18,159 · $15,399+15.5%

+11.9%5 years · per year$17,545 · […][…]

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

1.11%12-mo yield$111 · $123 on $10k1.23%

−8.9%Worst dropSmaller wins−6.6%

13.8%VolatilityLower wins11.7%

2–3BAMV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · BAMV

2.1%META5.1%

1.2%MU3.8%

1.1%XOM4.7%

1.0%JNJ5.5%

Held in common16.8%

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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	BBAMV	Brookstone Value Stock ETFRead Desk	0.95%	1.23%	+2.1%	+14.1%	+16.5%	+15.5%	new	−6.6%	$123M

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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	BBAMV	Brookstone Value Stock ETFRead Desk	0.95%	1.23%	+2.1%	+14.1%	+16.5%	+15.5%	new	−6.6%	$123M

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

IVV vs BAMV

IVV

iShares Core S&P 500

$17,545

BAMV

Brookstone Value Stock

[…]

MeasureIVVBAMV

Fee0.03%0.95%

Cost on $10k a year$3$95

Yield1.11%1.23%

5 years, per year+11.9%[…]

3 years, per year+22.0%+15.5%

Worst drop · 1Y−8.9%−6.6%

Volatility · 1Y13.8%11.7%

3–2measures won
BAMV first

16.8%

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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: IVV, BAMV, SPY

Today

99.9%most shared, IVV and SPY

IVVBAMVSPY

IVV—16.8%99.9%

BAMV16.8%—16.8%

SPY99.9%16.8%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

BAMV$123 − $95 = $28

KeptFee

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