Compare · 3 funds side by side · dividends reinvested

BAMY, VIG and DGRO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,131DGRO · best of the three

02 / 04

BAMY, VIG and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$44.7B1.5

Brookstone Yield ETFUnsorted0.95%7.06%+0.5%+2.6%+9.5%[…]−3.1%4.3%$41M2.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: BAMY 2023 · VIG 2006 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Brookstone Yield ETF · $41M[…]

BAMY

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BAMYMeasureVIG

+0.5%Year to dateJan 1 → Nov 9+14.8%

+2.6%1 yearTotal return+17.6%

+9.5%3 years · per year$10,000 became $13,147 · $16,775+18.8%

[…]5 years · per year$10,000 became […] · $16,638+10.7%

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

7.06%Trailing 12-mo yield$706 · $146 a year on $10k1.46%

−3.1%Worst dropSmaller is better−7.9%

4.3%VolatilityLower is calmer11.0%

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

3–4VIG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BAMY vs VIG: Top 5 Holdings

Today

BAMY

98.4%in top 5

VIG

in top 522.1%

BAMYStockVIG

19.9%USHYnot top 5

19.9%SPHYnot top 5

19.9%SCYBnot top 5

19.7%HYDBnot top 5

19.0%SHYGnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

BAMY vs VIG Returns, Every Period

BrookstoneBAMY

+2.6%

past year

VIGVanguard

+17.6%

past year

BAMYVIGFaded: behind in that period

0–3VIG wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: BAMY vs DGRO

YTD

BrookstoneBAMY

+0.5%

DGROiShares

+18.8%

+0.5%Year to date+18.8%

−3.1%Worst drop · 1Y−6.5%

4.3%Volatility · 1Y10.3%

7.1%Yield1.8%

$40.6MAssets$44.7B

3–1BAMY wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BAMY, VIG, DGRO

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DGRO0.08%$8

BAMY0.95%$95

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: BAMY, VIG, DGRO

7.06%highest, BAMY

FundTrailing yieldYield$10k

BAMY7.06%$706

DGRO1.84%$184

VIG1.46%$146

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$611most kept, BAMY

BAMY$706 − $95 = $611

DGRO$184 − $8 = $176

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: BAMY, VIG, DGRO

Today

68.2%most shared, VIG and DGRO

BAMYVIGDGRO

BAMY—0.0%0.0%

VIG0.0%—68.2%

DGRO0.0%68.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%DGRO, at 10.3% volatility

BAMYWorst drop−3.1%4.3% vol

DGROWorst drop−6.5%10.3% vol

VIGWorst drop−7.9%11.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

BAMYDGRO

+0.5%Year to date+18.8%

7.1%Yield1.8%

+2.6%Past year+22.9%

0.95%Fee0.08%

3–1DGRO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026