BAMD vs VIG

ABAMD

BVIG

Measures won1–3VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income3.29%BAMD · $329 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common12.5%BAMD and VIG

BAMD

VIG

Brookstone Dividend Stock ETF · $100MVanguard Dividend Appreciation ETF · $109B

+16.6%3 years · per year$15,847 · $17,533+20.6%

[…]5 years · per year[…] · $17,005+11.2%

0.95%Expense ratio$95 · $4 on $10k · lower wins0.04%

3.29%12-mo yield$329 · $144 on $10k1.44%

−8.3%Worst dropSmaller wins−7.9%

10.2%VolatilityLower wins10.2%

1–3VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsBAMD · VIG

4.3%JPM3.9%

2.6%GS1.1%

2.1%AMGN1.0%

2.2%MS1.0%

Held in common12.5%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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 VIG

BAMD

Brookstone Dividend Stock

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureBAMDVIG

Fee0.95%0.04%

Cost on $10k a year$95$4

Yield3.29%1.44%

5 years, per year[…]+11.2%

3 years, per year+16.6%+20.6%

Worst drop · 1Y−8.3%−7.9%

Volatility · 1Y10.2%10.2%

3–1measures won
VIG first

12.5%

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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, VIG

Today

12.5%most shared, BAMD and VIG

BAMDVIG

BAMD—12.5%

VIG12.5%—

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

VIG$144 − $4 = $140

KeptFee

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