BAMV vs SCHD

ABAMV

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.0%BAMV · worst fall in 1Y

Held in common18.7%BAMV and SCHD

BAMV

SCHD

Brookstone Value Stock ETF · $125MSchwab U.S. Dividend Equity ETF · $121B

+17.3%3 years · per year$16,123 · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

0.95%Expense ratio$95 · $6 on $10k · lower wins0.06%

1.22%12-mo yield$122 · $291 on $10k2.91%

−6.0%Worst dropSmaller wins−6.9%

11.2%VolatilityLower wins11.5%

2–3SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsBAMV · SCHD

4.4%CVX4.2%

3.7%PG4.3%

2.0%PEP3.8%

1.9%QCOM3.8%

Held in common18.7%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	ABAMV	Brookstone Value Stock ETFRead Desk		0.95%	1.22%	+0.7%	+15.3%	+16.3%	+17.3%	new	−6.0%	$125M

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	ABAMV	Brookstone Value Stock ETFRead Desk		0.95%	1.22%	+0.7%	+15.3%	+16.3%	+17.3%	new	−6.0%	$125M

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

BAMV vs SCHD

BAMV

Brookstone Value Stock

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureBAMVSCHD

Fee0.95%0.06%

Cost on $10k a year$95$6

Yield1.22%2.91%

5 years, per year[…]+11.0%

3 years, per year+17.3%+21.4%

Worst drop · 1Y−6.0%−6.9%

Volatility · 1Y11.2%11.5%

3–2measures won
SCHD first

18.7%

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: BAMV, SCHD

Today

18.7%most shared, BAMV and SCHD

BAMVSCHD

BAMV—18.7%

SCHD18.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

BAMV$122 − $95 = $27

KeptFee

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