BAMD vs CGDV

ABAMD

BCGDV

Measures won3–2BAMD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income3.36%BAMD · $336 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common7.7%BAMD and CGDV

BAMD

CGDV

Brookstone Dividend Stock ETF · $100MCapital Group Dividend Value ETF · $39.0B

+15.4%3 years · per year$15,373 · $19,064+24.0%

[…]5 years · per year[…]

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

3.36%12-mo yield$336 · $127 on $10k1.27%

−8.3%Worst dropSmaller wins−9.7%

10.5%VolatilityLower wins13.4%

3–2BAMD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBAMD · CGDV

4.5%JPM2.2%

3.1%PM1.7%

2.6%WFC1.3%

2.2%AMGN1.2%

Held in common7.7%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ABAMD	Brookstone Dividend Stock ETFRead Desk	0.95%	3.36%	−2.3%	+15.2%	+18.6%	+15.4%	new	−8.3%	$100M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ABAMD	Brookstone Dividend Stock ETFRead Desk	0.95%	3.36%	−2.3%	+15.2%	+18.6%	+15.4%	new	−8.3%	$100M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

End-of-day Nov 5, 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

Yield3.36%1.27%

5 years, per year[…][…]

3 years, per year+15.4%+24.0%

Worst drop · 1Y−8.3%−9.7%

Volatility · 1Y10.5%13.4%

3–2measures won
BAMD first

7.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: BAMD, CGDV, SCHD

Today

17.8%most shared, BAMD and SCHD

BAMDCGDVSCHD

BAMD—7.7%17.8%

CGDV7.7%—5.8%

SCHD17.8%5.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

BAMD$336 − $95 = $241

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee