BAMV vs SCHD

ABAMV

BSCHD

Measures won1–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,885VTV · SCHD $16,429

Lowest cost0.03%VTV · $3 on $10k

Most income2.93%SCHD · $293 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common18.7%BAMV and SCHD

Brookstone Value Stock ETF · $127MSchwab U.S. Dividend Equity ETF · $124B

+15.4%3 years · per year$15,366 · $17,257+19.9%

[…]5 years · per year[…] · $16,429+10.4%

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

1.22%12-mo yield$122 · $293 on $10k2.93%

Cards for this view

BAMV

Brookstone Value Stock

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureBAMVSCHD

Fee0.95%0.06%

Cost on $10k a year$95$6

Yield1.22%2.93%

5 years, per year[…]+10.4%

3 years, per year+15.4%+19.9%

Worst drop · 1Y−6.6%−6.9%

Volatility · 1Y11.7%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
3	ABAMV	Brookstone Value Stock ETFRead Desk	0.95%	1.22%	−0.3%	+14.9%	+15.3%	+15.4%	new	−6.6%	$127M

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
3	ABAMV	Brookstone Value Stock ETFRead Desk	0.95%	1.22%	−0.3%	+14.9%	+15.3%	+15.4%	new	−6.6%	$127M

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