BAMD vs DGRO

ABAMD

BDGRO

Measures won1–4DGRO wins · of 6 · 5Y

$10,000 · 5Y$17,573DGRO

Lowest cost0.08%DGRO · $8 on $10k

Most income3.29%BAMD · $329 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common20.3%BAMD and DGRO

BAMD

DGRO

Brookstone Dividend Stock ETF · $100MiShares Core Dividend Growth ETF · $46.1B

+16.6%3 years · per year$15,847 · $18,408+22.6%

[…]5 years · per year[…] · $17,573+11.9%

0.95%Expense ratio$95 · $8 on $10k · lower wins0.08%

3.29%12-mo yield$329 · $181 on $10k1.81%

−8.3%Worst dropSmaller wins−6.5%

10.2%VolatilityLower wins9.7%

1–4DGRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsBAMD · DGRO

4.3%JPM2.7%

3.1%PM2.3%

4.9%PEP1.8%

2.6%WFC1.3%

Held in common20.3%

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
1	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.81%	+2.2%	+20.6%	+24.5%	+22.6%	+11.9%	−6.5%	$46.1B
2	ABAMD	Brookstone Dividend Stock ETFRead Desk		0.95%	3.29%	−0.1%	+17.9%	+21.1%	+16.6%	new	−8.3%	$100M

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
1	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.81%	+2.2%	+20.6%	+24.5%	+22.6%	+11.9%	−6.5%	$46.1B
2	ABAMD	Brookstone Dividend Stock ETFRead Desk		0.95%	3.29%	−0.1%	+17.9%	+21.1%	+16.6%	new	−8.3%	$100M

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 DGRO

BAMD

Brookstone Dividend Stock

[…]

DGRO

iShares Core Dividend Growth

$17,573

MeasureBAMDDGRO

Fee0.95%0.08%

Cost on $10k a year$95$8

Yield3.29%1.81%

5 years, per year[…]+11.9%

3 years, per year+16.6%+22.6%

Worst drop · 1Y−8.3%−6.5%

Volatility · 1Y10.2%9.7%

4–1measures won
DGRO first

20.3%

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: BAMD, DGRO

Today

20.3%most shared, BAMD and DGRO

BAMDDGRO

BAMD—20.3%

DGRO20.3%—

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

DGRO$181 − $8 = $173

KeptFee

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