Compare · 3 funds side by side · dividends reinvested

BAMD, USOY and VIG

BAMDBrookstone×USOYDefiance×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

BAMD, USOY and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Brookstone Dividend Stock ETFIncome · Dividend stocks0.95%3.36%+15.2%+18.6%+15.4%[…]−8.3%10.5%$100M1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.9

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%54.64%+60.8%+59.4%[…][…]−25.5%39.0%$73M2.0

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 · USOY 2024 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Brookstone Dividend Stock ETF · $100M[…]

BAMD

USOY

Oil Enhanced Options Income ETF · $73M[…]

$10,000 five years ago, dividends reinvested

BAMDMeasureUSOY

+15.2%Year to dateJan 1 → Nov 5+60.8%

+18.6%1 yearTotal return+59.4%

+15.4%3 years · per year$10,000 became $15,373 · […][…]

[…]5 years · per year[…]

0.95%Expense ratio$95 · $112 a year on $10k · lower is better1.12%

3.36%Trailing 12-mo yield$336 · $5,464 a year on $10k54.64%

−8.3%Worst dropSmaller is better−25.5%

10.5%VolatilityLower is calmer39.0%

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

3–3Level

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 USOY: Top 5 Holdings

Today

BAMD

25.2%in top 5

USOY

in top 5[…]

BAMDStockUSOY

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

Held in common[…]

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

BAMD vs USOY Returns, Every Period

BrookstoneBAMD

+18.6%

past year

USOYDefiance

+59.4%

past year

BAMDUSOYFaded: behind in that period

0–2USOY wins

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

BAMD vs USOY

YTD

BrookstoneBAMD

+15.2%

USOYDefiance

+60.8%

+15.2%Year to date+60.8%

−8.3%Worst drop · 1Y−25.5%

10.5%Volatility · 1Y39.0%

3.4%Yield54.6%

$100MAssets$72.6M

2–2level

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

Cost, Income and Risk

Fees: BAMD, USOY, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

BAMD0.95%$95

USOY1.12%$112

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

Yields: BAMD, USOY, VIG

54.64%highest, USOY

FundTrailing yieldYield$10k

USOY54.64%$5,464

BAMD3.36%$336

VIG1.49%$149

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

Income After Fees on $10,000

$5,352most kept, USOY

USOY$5,464 − $112 = $5,352

BAMD$336 − $95 = $241

VIG$149 − $4 = $145

KeptFee

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

Overlap: BAMD, USOY, VIG

Today

12.5%most shared, BAMD and VIG

BAMDUSOYVIG

BAMD—[…]12.5%

USOY[…]—[…]

VIG12.5%[…]—

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

Return vs Bumpiness: 3 ETFs

+59.4%USOY, at 39.0% volatility

BAMDWorst drop−8.3%10.5% vol

VIGWorst drop−7.9%10.8% vol

USOYWorst drop−25.5%39.0% vol

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

Paid More vs Made More

YTD

USOYBAMD

+60.8%Year to date+15.2%

54.6%Yield3.4%

+59.4%Past year+18.6%

1.12%Fee0.95%

3–1USOY 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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026