BAMD vs VTI

ABAMD

BVTI

Measures won3–2BAMD wins · of 6 · 5Y

$10,000 · 5Y$16,375VTI

Lowest cost0.03%VTI · $3 on $10k

Most income3.38%BAMD · $338 on $10k

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

Held in common6.9%BAMD and VTI

BAMD

VTI

Brookstone Dividend Stock ETF · $98MVanguard Morningstar Total Stock Market ETF · $689B

+15.0%3 years · per year$15,210 · $18,004+21.7%

[…]5 years · per year[…] · $16,375+10.4%

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

3.38%12-mo yield$338 · $109 on $10k1.09%

−8.3%Worst dropSmaller wins−8.9%

10.5%VolatilityLower wins13.7%

3–2BAMD wins

$10,000 · 5 yearsOne scale

Shared top holdingsBAMD · VTI

4.4%JPM1.2%

4.1%CVX0.5%

3.0%PM0.4%

2.6%GS0.3%

Held in common6.9%

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

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
2	ABAMD	Brookstone Dividend Stock ETFRead Desk		0.95%	3.38%	−0.6%	+14.5%	+17.3%	+15.0%	new	−8.3%	$98M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
2	ABAMD	Brookstone Dividend Stock ETFRead Desk		0.95%	3.38%	−0.6%	+14.5%	+17.3%	+15.0%	new	−8.3%	$98M

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 VTI

BAMD

Brookstone Dividend Stock

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureBAMDVTI

Fee0.95%0.03%

Cost on $10k a year$95$3

Yield3.38%1.09%

5 years, per year[…]+10.4%

3 years, per year+15.0%+21.7%

Worst drop · 1Y−8.3%−8.9%

Volatility · 1Y10.5%13.7%

3–2measures won
BAMD first

6.9%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: BAMD, VTI

Today

6.9%most shared, BAMD and VTI

BAMDVTI

BAMD—6.9%

VTI6.9%—

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

VTI$109 − $3 = $106

KeptFee

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