Compare · 3 funds side by side · dividends reinvested

BAMD, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,126SPYM · best of the three

02 / 04

BAMD, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Brookstone Dividend Stock ETFIncome · Dividend stocks0.95%3.29%+17.9%+21.1%+16.6%[…]−8.3%10.2%$100M1.6

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B2.5

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 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Brookstone Dividend Stock ETF · $100M[…]

BAMD

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested · they hold 8.0% in common

BAMDMeasureSPYM

+17.9%Year to dateJan 1 → Nov 4+13.4%

+21.1%1 yearTotal return+13.5%

+16.6%3 years · per year$10,000 became $15,847 · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

0.95%Expense ratio$95 · $2 a year on $10k · lower is better0.02%

3.29%Trailing 12-mo yield$329 · $101 a year on $10k1.01%

−8.3%Worst dropSmaller is better−8.9%

10.2%VolatilityLower is calmer12.8%

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

5–2BAMD 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 SPYM: Top 5 Holdings

Today

BAMD

25.4%in top 5

SPYM

in top 527.3%

BAMDStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

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 5AMZN3.8%

not top 5GOOGL2.5%

Held in common8.0%

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

BAMD vs SPYM Returns, Every Period

BrookstoneBAMD

+21.1%

past year

SPYMSPDR

+13.5%

past year

BAMDSPYMFaded: behind in that period

2–1BAMD wins

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

Income vs Core: BAMD vs SPYM

YTD

BrookstoneBAMD

+17.9%

SPYMSPDR

+13.4%

+17.9%Year to date+13.4%

−8.3%Worst drop · 1Y−8.9%

10.2%Volatility · 1Y12.8%

3.3%Yield1.0%

$100MAssets$182B

4–0BAMD wins

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

Cost, Income and Risk

Fees: BAMD, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

BAMD0.95%$95

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

Yields: BAMD, SPYM, SPY

3.29%highest, BAMD

FundTrailing yieldYield$10k

BAMD3.29%$329

SPYM1.01%$101

SPY0.99%$99

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

Income After Fees on $10,000

$234most kept, BAMD

BAMD$329 − $95 = $234

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

KeptFee

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

Overlap: BAMD, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

BAMDSPYMSPY

BAMD—8.0%8.0%

SPYM8.0%—99.8%

SPY8.0%99.8%—

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

Return vs Bumpiness: 3 ETFs

+21.1%BAMD, at 10.2% volatility

BAMDWorst drop−8.3%10.2% vol

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

BAMDSPYM

+17.9%Year to date+13.4%

3.3%Yield1.0%

+21.1%Past year+13.5%

0.95%Fee0.02%

3–1BAMD 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026