BAMD vs SPY

ABAMD

BSPY

Measures won3–2BAMD wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income3.38%BAMD · $338 on $10k

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

Held in common8.2%BAMD and SPY

BAMD

SPY

Brookstone Dividend Stock ETF · $100MState Street SPDR S&P 500 ETF · $819B

+15.0%3 years · per year$15,210 · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

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

3.38%12-mo yield$338 · $103 on $10k1.03%

−8.3%Worst dropSmaller wins−8.9%

10.5%VolatilityLower wins13.6%

3–2BAMD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBAMD · SPY

4.4%JPM1.4%

4.1%CVX0.7%

3.0%PM0.5%

2.6%WFC0.4%

Held in common8.2%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	ABAMD	Brookstone Dividend Stock ETFRead Desk	0.95%	3.38%	−0.6%	+14.5%	+17.3%	+15.0%	new	−8.3%	$100M

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	ABAMD	Brookstone Dividend Stock ETFRead Desk	0.95%	3.38%	−0.6%	+14.5%	+17.3%	+15.0%	new	−8.3%	$100M

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 SPY

BAMD

Brookstone Dividend Stock

[…]

SPY

SPDR S&P 500

$17,118

MeasureBAMDSPY

Fee0.95%0.09%

Cost on $10k a year$95$9

Yield3.38%1.03%

5 years, per year[…]+11.3%

3 years, per year+15.0%+21.7%

Worst drop · 1Y−8.3%−8.9%

Volatility · 1Y10.5%13.6%

3–2measures won
BAMD first

8.2%

holdings shared

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

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

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

Overlap: BAMD, SPY, IVV

Today

99.9%most shared, SPY and IVV

BAMDSPYIVV

BAMD—8.2%8.2%

SPY8.2%—99.9%

IVV8.2%99.9%—

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

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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