BAMD vs CGDV

ABAMD

BCGDV

Measures won3–2BAMD wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income3.29%BAMD · $329 on $10k

Smallest drop−8.3%BAMD · worst fall in 1Y

Held in common7.6%BAMD and CGDV

BAMD

CGDV

Brookstone Dividend Stock ETF · $102MCapital Group Dividend Value ETF · $38.8B

+16.6%3 years · per year$15,847 · $20,044+26.1%

[…]5 years · per year[…]

0.95%Expense ratio$95 · $33 on $10k · lower wins0.33%

3.29%12-mo yield$329 · $122 on $10k1.22%

−8.3%Worst dropSmaller wins−9.7%

10.2%VolatilityLower wins12.6%

3–2BAMD wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsBAMD · CGDV

4.3%JPM2.1%

3.1%PM1.7%

2.6%WFC1.3%

2.1%AMGN1.2%

Held in common7.6%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend							5Y/yr
1	ABAMD	Brookstone Dividend Stock ETFRead Desk		0.95%	3.29%	−0.1%	+17.9%	+21.1%	+16.6%	new	−8.3%	$102M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ABAMD	Brookstone Dividend Stock ETFRead Desk		0.95%	3.29%	−0.1%	+17.9%	+21.1%	+16.6%	new	−8.3%	$102M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BAMD vs CGDV

BAMD

Brookstone Dividend Stock

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureBAMDCGDV

Fee0.95%0.33%

Cost on $10k a year$95$33

Yield3.29%1.22%

5 years, per year[…][…]

3 years, per year+16.6%+26.1%

Worst drop · 1Y−8.3%−9.7%

Volatility · 1Y10.2%12.6%

3–2measures won
BAMD first

7.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: BAMD, CGDV

Today

7.6%most shared, BAMD and CGDV

BAMDCGDV

BAMD—7.6%

CGDV7.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$234most kept, BAMD

BAMD$329 − $95 = $234

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee