Compare · 2 funds side by side · dividends reinvested

BAMD and VTI

BAMDBrookstone×VTIVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375VTI · best of the two

02 / 04

BAMD and VTI, 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%$100M1.3

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B1.6

Rank among the two1st → 2ndFee, 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 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

Brookstone Dividend Stock ETF · $100M[…]

BAMD

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,375

$10,000 five years ago, dividends reinvested · they hold 6.9% in common

BAMDMeasureVTI

+14.5%Year to dateJan 1 → Nov 6+8.9%

+17.3%1 yearTotal return+9.9%

+15.0%3 years · per year$10,000 became $15,210 · $18,004+21.7%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.95%Expense ratio$95 · $3 a year on $10k · lower is better0.03%

3.38%Trailing 12-mo yield$338 · $109 a year on $10k1.09%

−8.3%Worst dropSmaller is better−8.9%

10.5%VolatilityLower is calmer13.7%

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

5–2BAMD wins

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 VTI: Top 5 Holdings

Today

BAMD

25.5%in top 5

VTI

in top 525.0%

BAMDStockVTI

not top 5NVDA7.1%

not top 5AAPL6.6%

5.6%EIXnot top 5

5.2%TTEnot top 5

5.2%PEPnot top 5

not top 5MSFT5.2%

5.0%CMEnot top 5

4.5%OKEnot top 5

not top 5AMZN3.3%

not top 5GOOGL2.8%

Held in common6.9%

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

BAMD vs VTI Returns, Every Period

BrookstoneBAMD

+17.3%

past year

VTIVanguard

+9.9%

past year

BAMDVTIFaded: behind in that period

2–1BAMD wins

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

Income vs Core: BAMD vs VTI

YTD

BrookstoneBAMD

+14.5%

VTIVanguard

+8.9%

+14.5%Year to date+8.9%

−8.3%Worst drop · 1Y−8.9%

10.5%Volatility · 1Y13.7%

3.4%Yield1.1%

$100MAssets$689B

4–0BAMD wins

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

Cost, Income and Risk

Fees: BAMD, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

BAMD0.95%$95

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

Yields: BAMD, VTI

3.38%highest, BAMD

FundTrailing yieldYield$10k

BAMD3.38%$338

VTI1.09%$109

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

Income After Fees on $10,000

$243most kept, BAMD

BAMD$338 − $95 = $243

VTI$109 − $3 = $106

KeptFee

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

Overlap: BAMD, VTI

Today

6.9%most shared, BAMD and VTI

BAMDVTI

BAMD—6.9%

VTI6.9%—

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

Return vs Bumpiness: 2 ETFs

+17.3%BAMD, at 10.5% volatility

BAMDWorst drop−8.3%10.5% vol

VTIWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

BAMDVTI

+14.5%Year to date+8.9%

3.4%Yield1.1%

+17.3%Past year+9.9%

0.95%Fee0.03%

3–1BAMD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026