Compare · 3 funds side by side · dividends reinvested

BAMD, USOY and VYM

BAMDBrookstone×USOYDefiance×VYMVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941VYM · best of the three

02 / 04

BAMD, USOY and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Brookstone Dividend Stock ETFIncome · Dividend stocks0.95%3.38%+14.5%+17.3%+15.0%[…]−8.3%10.5%$98M1.9

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.9

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%53.52%+61.1%+60.0%[…][…]−25.5%39.0%$75M2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: BAMD 2023 · USOY 2024 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Brookstone Dividend Stock ETF · $98M[…]

BAMD

USOY

Oil Enhanced Options Income ETF · $75M[…]

$10,000 five years ago, dividends reinvested

BAMDMeasureUSOY

+14.5%Year to dateJan 1 → Nov 6+61.1%

+17.3%1 yearTotal return+60.0%

+15.0%3 years · per year$10,000 became $15,210 · […][…]

[…]5 years · per year[…]

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

3.38%Trailing 12-mo yield$338 · $5,352 a year on $10k53.52%

−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 6, 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

25.5%in top 5

USOY

in top 5[…]

BAMDStockUSOY

5.6%EIXnot top 5

5.2%TTEnot top 5

5.2%PEPnot top 5

5.0%CMEnot top 5

4.5%OKEnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

BAMD vs USOY Returns, Every Period

BrookstoneBAMD

+17.3%

past year

USOYDefiance

+60.0%

past year

BAMDUSOYFaded: behind in that period

0–2USOY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

BAMD vs USOY

YTD

BrookstoneBAMD

+14.5%

USOYDefiance

+61.1%

+14.5%Year to date+61.1%

−8.3%Worst drop · 1Y−25.5%

10.5%Volatility · 1Y39.0%

3.4%Yield53.5%

$97.5MAssets$74.7M

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BAMD, USOY, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

BAMD0.95%$95

USOY1.12%$112

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BAMD, USOY, VYM

53.52%highest, USOY

FundTrailing yieldYield$10k

USOY53.52%$5,352

BAMD3.38%$338

VYM2.31%$231

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$5,240most kept, USOY

USOY$5,352 − $112 = $5,240

BAMD$338 − $95 = $243

VYM$231 − $4 = $227

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BAMD, USOY, VYM

Today

20.3%most shared, BAMD and VYM

BAMDUSOYVYM

BAMD—[…]20.3%

USOY[…]—[…]

VYM20.3%[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+60.0%USOY, at 39.0% volatility

BAMDWorst drop−8.3%10.5% vol

VYMWorst drop−6.7%10.6% vol

USOYWorst drop−25.5%39.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

USOYBAMD

+61.1%Year to date+14.5%

53.5%Yield3.4%

+60.0%Past year+17.3%

1.12%Fee0.95%

3–1USOY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026