Compare · 3 funds side by side · dividends reinvested

BAMD, SCHD and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,115VOO · best of the three

02 / 04

BAMD, SCHD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.6

Brookstone Dividend Stock ETFIncome · Dividend stocks0.95%3.29%+17.9%+21.1%+16.6%[…]−8.3%10.2%$102M2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: BAMD 2023 · SCHD 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Brookstone Dividend Stock ETF · $102M[…]

BAMD

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 17.7% in common

BAMDMeasureSCHD

+17.9%Year to dateJan 1 → Nov 4+35.3%

+21.1%1 yearTotal return+41.6%

+16.6%3 years · per year$10,000 became $15,847 · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.95%Expense ratio$95 · $6 a year on $10k · lower is better0.06%

3.29%Trailing 12-mo yield$329 · $291 a year on $10k2.91%

−8.3%Worst dropSmaller is better−6.9%

10.2%VolatilityLower is calmer11.5%

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

2–5SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BAMD vs SCHD: Top 5 Holdings

Today

BAMD

25.4%in top 5

SCHD

in top 521.6%

BAMDStockSCHD

5.4%TTEnot top 5

5.3%EIXnot top 5

5.0%FISnot top 5

4.9%PEPnot top 5

4.8%CMEnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common17.7%

End-of-day Nov 4, 2026 · share of each fund

BAMD vs SCHD Returns, Every Period

BrookstoneBAMD

+21.1%

past year

SCHDSchwab

+41.6%

past year

BAMDSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BAMD vs SCHD

YTD

BrookstoneBAMD

+17.9%

SCHDSchwab

+35.3%

+17.9%Year to date+35.3%

−8.3%Worst drop · 1Y−6.9%

10.2%Volatility · 1Y11.5%

3.3%Yield2.9%

$102MAssets$121B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BAMD, SCHD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

BAMD0.95%$95

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BAMD, SCHD, VOO

3.29%highest, BAMD

FundTrailing yieldYield$10k

BAMD3.29%$329

SCHD2.91%$291

VOO1.05%$105

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

BAMD$329 − $95 = $234

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BAMD, SCHD, VOO

Today

17.7%most shared, BAMD and SCHD

BAMDSCHDVOO

BAMD—17.7%7.4%

SCHD17.7%—7.6%

VOO7.4%7.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

BAMDWorst drop−8.3%10.2% vol

SCHDWorst drop−6.9%11.5% vol

VOOWorst drop−8.9%12.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

BAMDSCHD

+17.9%Year to date+35.3%

3.3%Yield2.9%

+21.1%Past year+41.6%

0.95%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026