BAMD vs CGDV

ABAMD

BCGDV

Measures won3–2BAMD wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM

Lowest cost0.04%VYM · $4 on $10k

Most income3.38%BAMD · $338 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common7.8%BAMD and CGDV

BAMD

CGDV

Brookstone Dividend Stock ETF · $98MCapital Group Dividend Value ETF · $37.9B

+15.0%3 years · per year$15,210 · $18,840+23.5%

[…]5 years · per year[…]

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

3.38%12-mo yield$338 · $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

4.4%JPM2.2%

3.0%PM1.7%

2.6%WFC1.3%

2.1%AMGN1.2%

Held in common7.8%

End-of-day Nov 6, 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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	ABAMD	Brookstone Dividend Stock ETFRead Desk	0.95%	3.38%	−0.6%	+14.5%	+17.3%	+15.0%	new	−8.3%	$98M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	ABAMD	Brookstone Dividend Stock ETFRead Desk	0.95%	3.38%	−0.6%	+14.5%	+17.3%	+15.0%	new	−8.3%	$98M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 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

Yield3.38%1.27%

5 years, per year[…][…]

3 years, per year+15.0%+23.5%

Worst drop · 1Y−8.3%−9.7%

Volatility · 1Y10.5%13.4%

3–2measures won
BAMD first

7.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: BAMD, CGDV, VYM

Today

22.8%most shared, CGDV and VYM

BAMDCGDVVYM

BAMD—7.8%20.3%

CGDV7.8%—22.8%

VYM20.3%22.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$243most kept, BAMD

BAMD$338 − $95 = $243

VYM$231 − $4 = $227

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee