Compare · 3 funds side by side · dividends reinvested

BAMD, CGDV and SCHD

BAMDBrookstone×CGDVCapital Group×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

BAMD, CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.4

Brookstone Dividend Stock ETFIncome · Dividend stocks0.95%3.36%+15.2%+18.6%+15.4%[…]−8.3%10.5%$100M2.0

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.0B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: BAMD 2023 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Brookstone Dividend Stock ETF · $100M[…]

BAMD

CGDV

Capital Group Dividend Value ETF · $39.0B[…]

$10,000 five years ago, dividends reinvested · they hold 7.7% in common

BAMDMeasureCGDV

+15.2%Year to dateJan 1 → Nov 5+9.7%

+18.6%1 yearTotal return+13.2%

+15.4%3 years · per year$10,000 became $15,373 · $19,064+24.0%

[…]5 years · per year[…]

0.95%Expense ratio$95 · $33 a year on $10k · lower is better0.33%

3.36%Trailing 12-mo yield$336 · $127 a year on $10k1.27%

−8.3%Worst dropSmaller is better−9.7%

10.5%VolatilityLower is calmer13.4%

BAMDCGDV Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2BAMD wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BAMD vs CGDV: Top 5 Holdings

Today

BAMD

25.2%in top 5

CGDV

in top 524.4%

BAMDStockCGDV

not top 5MSFT7.0%

not top 5NVDA6.1%

5.5%EIXnot top 5

5.2%TTEnot top 5

5.1%PEPnot top 5

4.9%CMEnot top 5

4.6%OKEnot top 5

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.2%

Held in common7.7%

End-of-day Nov 5, 2026 · share of each fund

BAMD vs CGDV Returns, Every Period

BrookstoneBAMD

+18.6%

past year

CGDVCapital Group

+13.2%

past year

BAMDCGDVFaded: behind in that period

2–1BAMD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

BAMD vs SCHD

YTD

BrookstoneBAMD

+15.2%

SCHDSchwab

+32.3%

+15.2%Year to date+32.3%

−8.3%Worst drop · 1Y−6.9%

10.5%Volatility · 1Y11.7%

3.4%Yield3.0%

$100MAssets$123B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BAMD, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

BAMD0.95%$95

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BAMD, CGDV, SCHD

3.36%highest, BAMD

FundTrailing yieldYield$10k

BAMD3.36%$336

SCHD2.98%$298

CGDV1.27%$127

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

BAMD$336 − $95 = $241

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BAMD, CGDV, SCHD

Today

17.8%most shared, BAMD and SCHD

BAMDCGDVSCHD

BAMD—7.7%17.8%

CGDV7.7%—5.8%

SCHD17.8%5.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

BAMDWorst drop−8.3%10.5% vol

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BAMDSCHD

+15.2%Year to date+32.3%

3.4%Yield3.0%

+18.6%Past year+38.7%

0.95%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026