Compare BAMD and XUDV

BAMD and XUDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Franklin US Dividend Booster Index ETFIncome · Dividend stocks0.09%3.34%+27.9%+30.6%[…][…]−6.8%12.3%$79M1.2

Brookstone Dividend Stock ETFIncome · Dividend stocks0.95%3.28%+18.0%+19.7%+17.1%[…]−8.3%10.3%$102M1.7

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 · XUDV 2025

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Brookstone Dividend Stock ETF · $102M[…]

BAMD

XUDV

Franklin US Dividend Booster Index ETF · $79M[…]

$10,000 five years ago, dividends reinvested · they hold 16.0% in common

BAMDMeasureXUDV

+18.0%Year to dateJan 1 → Nov 3+27.9%

+19.7%1 yearTotal return+30.6%

+17.1%3 years · per year$10,000 became $16,037 · […][…]

[…]5 years · per year[…]

0.95%Expense ratio$95 · $9 a year on $10k · lower is better0.09%

3.28%Trailing 12-mo yield$328 · $334 a year on $10k3.34%

−8.3%Worst dropSmaller is better−6.8%

10.3%VolatilityLower is calmer12.3%

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

1–5XUDV 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 XUDV: Top 5 Holdings

Today

BAMD

25.5%in top 5

XUDV

in top 526.1%

BAMDStockXUDV

not top 5PFE5.5%

not top 5UPS5.4%

5.3%TTEnot top 5

5.3%EIX5.2%

not top 5MO5.1%

5.1%FISnot top 5

5.0%PEPnot top 5

not top 5KHC4.9%

4.8%CMEnot top 5

Held in common16.0%

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

BAMD vs XUDV Returns, Every Period

1Y

BrookstoneBAMD

+19.7%

past year

XUDVFranklin Templeton

+30.6%

past year

BAMDXUDVFaded: behind in that period

0–2XUDV wins

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

BAMD vs XUDV

YTD

BrookstoneBAMD

+18.0%

XUDVFranklin Templeton

+27.9%

+18.0%Year to date+27.9%

−8.3%Worst drop · 1Y−6.8%

10.3%Volatility · 1Y12.3%

3.3%Yield3.3%

$102MAssets$79.4M

2–1XUDV wins

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

Cost, Income and Risk

Fees: BAMD, XUDV

Today

0.09%lowest, XUDV

FundExpense ratioFee$10k

XUDV0.09%$9

BAMD0.95%$95

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

Yields: BAMD, XUDV

1Y

3.34%highest, XUDV

FundTrailing yieldYield$10k

XUDV3.34%$334

BAMD3.28%$328

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

Income After Fees on $10,000

1Y

$325most kept, XUDV

XUDV$334 − $9 = $325

BAMD$328 − $95 = $233

KeptFee

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

Overlap: BAMD, XUDV

Today

16.0%most shared, BAMD and XUDV

BAMDXUDV

BAMD—16.0%

XUDV16.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+30.6%XUDV, at 12.3% volatility

BAMDWorst drop−8.3%10.3% vol

XUDVWorst drop−6.8%12.3% vol

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

Paid More vs Made More

YTD

XUDVBAMD

+27.9%Year to date+18.0%

3.3%Yield3.3%

+30.6%Past year+19.7%

0.09%Fee0.95%

3–0XUDV 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