BAMD vs VOO

ABAMD

BVOO

Measures won3–2BAMD wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%VOO · $3 on $10k

Most income3.29%BAMD · $329 on $10k

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

Held in common7.4%BAMD and VOO

BAMD

VOO

Brookstone Dividend Stock ETF · $100MVanguard S&P 500 ETF · $1.00T

+16.6%3 years · per year$15,847 · $19,172+24.2%

[…]5 years · per year[…] · $18,115+12.6%

0.95%Expense ratio$95 · $3 on $10k · lower wins0.03%

3.29%12-mo yield$329 · $105 on $10k1.05%

−8.3%Worst dropSmaller wins−8.9%

10.2%VolatilityLower wins12.8%

3–2BAMD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBAMD · VOO

4.3%JPM1.3%

4.3%CVX0.6%

3.1%PM0.5%

2.6%GS0.4%

Held in common7.4%

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	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 VOO

BAMD

Brookstone Dividend Stock

[…]

VOO

Vanguard S&P 500

$18,115

MeasureBAMDVOO

Fee0.95%0.03%

Cost on $10k a year$95$3

Yield3.29%1.05%

5 years, per year[…]+12.6%

3 years, per year+16.6%+24.2%

Worst drop · 1Y−8.3%−8.9%

Volatility · 1Y10.2%12.8%

3–2measures won
BAMD first

7.4%

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, VOO, IVV

Today

94.5%most shared, VOO and IVV

BAMDVOOIVV

BAMD—7.4%8.0%

VOO7.4%—94.5%

IVV8.0%94.5%—

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

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

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