BAMD vs SCHD

ABAMD

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income3.29%BAMD · $329 on $10k

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

Held in common17.7%BAMD and SCHD

BAMD

SCHD

Brookstone Dividend Stock ETF · $102MSchwab U.S. Dividend Equity ETF · $121B

+16.6%3 years · per year$15,847 · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

0.95%Expense ratio$95 · $6 on $10k · lower wins0.06%

3.29%12-mo yield$329 · $291 on $10k2.91%

−8.3%Worst dropSmaller wins−6.9%

10.2%VolatilityLower wins11.5%

2–3SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsBAMD · SCHD

4.3%CVX4.2%

4.9%PEP3.8%

2.1%AMGN4.1%

1.6%BX2.1%

Held in common17.7%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	ABAMD	Brookstone Dividend Stock ETFRead Desk		0.95%	3.29%	−0.1%	+17.9%	+21.1%	+16.6%	new	−8.3%	$102M

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	ABAMD	Brookstone Dividend Stock ETFRead Desk		0.95%	3.29%	−0.1%	+17.9%	+21.1%	+16.6%	new	−8.3%	$102M

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 SCHD

BAMD

Brookstone Dividend Stock

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureBAMDSCHD

Fee0.95%0.06%

Cost on $10k a year$95$6

Yield3.29%2.91%

5 years, per year[…]+11.0%

3 years, per year+16.6%+21.4%

Worst drop · 1Y−8.3%−6.9%

Volatility · 1Y10.2%11.5%

3–2measures won
SCHD first

17.7%

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, SCHD

Today

17.7%most shared, BAMD and SCHD

BAMDSCHD

BAMD—17.7%

SCHD17.7%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

BAMD$329 − $95 = $234

KeptFee

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