Compare BAMD and CGDV

BAMD and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Brookstone Dividend Stock ETFIncome · Dividend stocks0.95%3.28%+18.0%+19.7%+17.1%[…]−8.3%10.3%$102M1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−9.7%12.6%$38.8B1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: BAMD 2023 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Brookstone Dividend Stock ETF · $102M[…]

BAMD

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

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

BAMDMeasureCGDV

+18.0%Year to dateJan 1 → Nov 3+13.0%

+19.7%1 yearTotal return+16.1%

+17.1%3 years · per year$10,000 became $16,037 · $19,988+26.0%

[…]5 years · per year[…]

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

3.28%Trailing 12-mo yield$328 · $123 a year on $10k1.23%

−8.3%Worst dropSmaller is better−9.7%

10.3%VolatilityLower is calmer12.6%

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

5–2BAMD wins

End-of-day Nov 3, 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

25.5%in top 5

CGDV

in top 524.1%

BAMDStockCGDV

not top 5MSFT6.5%

not top 5NVDA6.2%

5.3%TTEnot top 5

5.3%EIXnot top 5

5.1%FISnot top 5

5.0%PEPnot top 5

4.8%CMEnot top 5

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.3%

Held in common7.7%

End-of-day Nov 3, 2026 · share of each fund

BAMD vs CGDV Returns, Every Period

1Y

BrookstoneBAMD

+19.7%

past year

CGDVCapital Group

+16.1%

past year

BAMDCGDVFaded: behind in that period

2–1BAMD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

BAMD vs CGDV

YTD

BrookstoneBAMD

+18.0%

CGDVCapital Group

+13.0%

+18.0%Year to date+13.0%

−8.3%Worst drop · 1Y−9.7%

10.3%Volatility · 1Y12.6%

3.3%Yield1.2%

$102MAssets$38.8B

4–0BAMD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BAMD, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

BAMD0.95%$95

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BAMD, CGDV

1Y

3.28%highest, BAMD

FundTrailing yieldYield$10k

BAMD3.28%$328

CGDV1.23%$123

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$233most kept, BAMD

BAMD$328 − $95 = $233

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BAMD, CGDV

Today

7.7%most shared, BAMD and CGDV

BAMDCGDV

BAMD—7.7%

CGDV7.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+19.7%BAMD, at 10.3% volatility

BAMDWorst drop−8.3%10.3% vol

CGDVWorst drop−9.7%12.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BAMDCGDV

+18.0%Year to date+13.0%

3.3%Yield1.2%

+19.7%Past year+16.1%

0.95%Fee0.33%

3–1BAMD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026