BAMD vs SPYM5YBAMDBAMDAvsBSPYMSPYMBrookstone Dividend Stock ETF · $99MState Street SPDR Portfolio S&P 500 ETF · $186BReturns · dividends in+14.7%3 years · per year$15,104 · $18,024+21.7%[…]5 years · per year[…] · $17,408+11.7%Cost and income0.95%Expense ratio$95 · $2 on $10k · lower wins0.02%3.34%12-mo yield$334 · $102 on $10k
Overlap: BAMD, SPYM, SPYToday99.9%most shared, SPYM and SPYBAMDSPYMSPYBAMD—8.0%8.0%SPYM8.0%—99.9%SPY8.0%99.9%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
BAMD vs SPYM5YABAMDBrookstone Dividend Stock[…]vsSPYMBSPDR Portfolio S&P 500$17,408MeasureBAMDSPYMFee0.95%0.02%Cost on $10k a year$95$2Yield3.34%1.02%5 years, per year[…]+11.7%3 years, per year+14.7%+21.7%Worst drop · 1Y−8.3%−8.9%Volatility · 1Y10.5%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.02%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$186.1B2SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%−0.4%+11.9%+12.0%+21.6%+11.6%−8.9%$805.7B3ABAMDBrookstone Dividend Stock ETFReadDesk0.95%3.34%−0.6%+16.1%+16.7%+14.7%new−8.3%$99MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.02%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$186.1B2SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%−0.4%+11.9%+12.0%+21.6%+11.6%−8.9%$805.7B3ABAMDBrookstone Dividend Stock ETFReadDesk0.95%3.34%−0.6%+16.1%+16.7%+14.7%new−8.3%$99MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
Overlap: BAMD, SPYM, SPYToday99.9%most shared, SPYM and SPYBAMDSPYMSPYBAMD—8.0%8.0%SPYM8.0%—99.9%SPY8.0%99.9%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$239most kept, BAMDBAMD$334 − $95 = $239SPYM$102 − $2 = $100SPY$100 − $9 = $91KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee