BAMD vs USOY

ABAMD

BUSOY

Measures won3–1BAMD wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM

Lowest cost0.04%VYM · $4 on $10k

Most income53.52%USOY · $5,352 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common[…]BAMD and USOY

BAMD

USOY

Brookstone Dividend Stock ETF · $98MOil Enhanced Options Income ETF · $75M

+15.0%3 years · per year$15,210 · […][…]

[…]5 years · per year[…]

0.95%Expense ratio$95 · $112 on $10k · lower wins1.12%

3.38%12-mo yield$338 · $5,352 on $10k53.52%

−8.3%Worst dropSmaller wins−25.5%

10.5%VolatilityLower wins39.0%

3–1BAMD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBAMD · USOY

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	ABAMD	Brookstone Dividend Stock ETFRead Desk	0.95%	3.38%	−0.6%	+14.5%	+17.3%	+15.0%	new	−8.3%	$98M
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	53.52%	+0.1%	+61.1%	+60.0%	new	new	−25.5%	$75M

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	ABAMD	Brookstone Dividend Stock ETFRead Desk	0.95%	3.38%	−0.6%	+14.5%	+17.3%	+15.0%	new	−8.3%	$98M
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	53.52%	+0.1%	+61.1%	+60.0%	new	new	−25.5%	$75M

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 USOY

BAMD

Brookstone Dividend Stock

[…]

USOY

Oil Enhanced Options Income

[…]

MeasureBAMDUSOY

Fee0.95%1.12%

Cost on $10k a year$95$112

Yield3.38%53.52%

5 years, per year[…][…]

3 years, per year+15.0%[…]

Worst drop · 1Y−8.3%−25.5%

Volatility · 1Y10.5%39.0%

3–1measures won
BAMD first

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: BAMD, USOY, VYM

Today

20.3%most shared, BAMD and VYM

BAMDUSOYVYM

BAMD—[…]20.3%

USOY[…]—[…]

VYM20.3%[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$5,240most kept, USOY

USOY$5,352 − $112 = $5,240

BAMD$338 − $95 = $243

VYM$231 − $4 = $227

KeptFee

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