Compare · 2 funds side by side · dividends reinvested

BAMD and VYM

BAMDBrookstone×VYMVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,305VYM · best of the two

02 / 04

BAMD and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.25%+15.8%+19.0%+21.5%+11.6%−6.7%10.0%$78.9B1.4

Brookstone Dividend Stock ETFIncome · Dividend stocks0.95%3.28%+18.0%+19.7%+17.1%[…]−8.3%10.3%$102M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: BAMD 2023 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Brookstone Dividend Stock ETF · $102M[…]

BAMD

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,305

$10,000 five years ago, dividends reinvested · they hold 20.3% in common

BAMDMeasureVYM

+18.0%Year to dateJan 1 → Nov 3+15.8%

+19.7%1 yearTotal return+19.0%

+17.1%3 years · per year$10,000 became $16,037 · $17,952+21.5%

[…]5 years · per year$10,000 became […] · $17,305+11.6%

0.95%Expense ratio$95 · $4 a year on $10k · lower is better0.04%

3.28%Trailing 12-mo yield$328 · $225 a year on $10k2.25%

−8.3%Worst dropSmaller is better−6.7%

10.3%VolatilityLower is calmer10.0%

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

3–4VYM wins

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

More Ways to See the Pairs

BAMD vs VYM: Top 5 Holdings

Today

BAMD

25.5%in top 5

VYM

in top 518.2%

BAMDStockVYM

not top 5AVGO6.9%

5.3%TTEnot top 5

5.3%EIXnot top 5

5.1%FISnot top 5

5.0%PEPnot top 5

4.8%CMEnot top 5

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common20.3%

End-of-day Nov 3, 2026 · share of each fund

BAMD vs VYM Returns, Every Period

BrookstoneBAMD

+19.7%

past year

VYMVanguard

+19.0%

past year

BAMDVYMFaded: behind in that period

2–1BAMD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

BAMD vs VYM

YTD

BrookstoneBAMD

+18.0%

VYMVanguard

+15.8%

+18.0%Year to date+15.8%

−8.3%Worst drop · 1Y−6.7%

10.3%Volatility · 1Y10.0%

3.3%Yield2.3%

$102MAssets$78.9B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BAMD, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

BAMD0.95%$95

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BAMD, VYM

3.28%highest, BAMD

FundTrailing yieldYield$10k

BAMD3.28%$328

VYM2.25%$225

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$233most kept, BAMD

BAMD$328 − $95 = $233

VYM$225 − $4 = $221

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BAMD, VYM

Today

20.3%most shared, BAMD and VYM

BAMDVYM

BAMD—20.3%

VYM20.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.7%BAMD, at 10.3% volatility

VYMWorst drop−6.7%10.0% vol

BAMDWorst drop−8.3%10.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BAMDVYM

+18.0%Year to date+15.8%

3.3%Yield2.3%

+19.7%Past year+19.0%

0.95%Fee0.04%

3–1BAMD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026