BAMD vs SPY

ABAMD

BSPY

Measures won3–2BAMD wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY

Lowest cost0.09%SPY · $9 on $10k

Most income3.29%BAMD · $329 on $10k

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

Held in common8.0%BAMD and SPY

BAMD

SPY

Brookstone Dividend Stock ETF · $100MState Street SPDR S&P 500 ETF · $805B

+16.6%3 years · per year$15,847 · $19,132+24.1%

[…]5 years · per year[…] · $18,060+12.6%

0.95%Expense ratio$95 · $9 on $10k · lower wins0.09%

3.29%12-mo yield$329 · $99 on $10k0.99%

−8.3%Worst dropSmaller wins−8.9%

10.2%VolatilityLower wins12.9%

3–2BAMD wins

$10,000 · 5 yearsOne scale

Shared top holdingsBAMD · SPY

4.3%JPM1.4%

4.3%CVX0.7%

3.1%PM0.5%

2.6%GS0.4%

Held in common8.0%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
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 SPY

BAMD

Brookstone Dividend Stock

[…]

SPY

SPDR S&P 500

$18,060

MeasureBAMDSPY

Fee0.95%0.09%

Cost on $10k a year$95$9

Yield3.29%0.99%

5 years, per year[…]+12.6%

3 years, per year+16.6%+24.1%

Worst drop · 1Y−8.3%−8.9%

Volatility · 1Y10.2%12.9%

3–2measures won
BAMD first

8.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

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

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, SPY

Today

8.0%most shared, BAMD and SPY

BAMDSPY

BAMD—8.0%

SPY8.0%—

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

SPY$99 − $9 = $90

KeptFee

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