BAMY vs SCHD

ABAMY

BSCHD

Measures won3–2BAMY wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income7.08%BAMY · $708 on $10k

Smallest drop−3.1%BAMY · worst fall in 1Y

Held in common0.0%BAMY and SCHD

BAMY

SCHD

Brookstone Yield ETF · $41MSchwab U.S. Dividend Equity ETF · $120B

+9.8%3 years · per year$13,236 · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

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

7.08%12-mo yield$708 · $300 on $10k3.00%

−3.1%Worst dropSmaller wins−6.9%

4.3%VolatilityLower wins11.7%

3–2BAMY wins

$10,000 · 5 yearsOne scale

Shared top holdingsBAMY · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	ABAMY	Brookstone Yield ETFRead Desk		0.95%	7.08%	−0.1%	+0.2%	+1.9%	+9.8%	new	−3.1%	$41M

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	ABAMY	Brookstone Yield ETFRead Desk		0.95%	7.08%	−0.1%	+0.2%	+1.9%	+9.8%	new	−3.1%	$41M

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

BAMY vs SCHD

BAMY

Brookstone Yield

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureBAMYSCHD

Fee0.95%0.06%

Cost on $10k a year$95$6

Yield7.08%3.00%

5 years, per year[…]+10.2%

3 years, per year+9.8%+20.0%

Worst drop · 1Y−3.1%−6.9%

Volatility · 1Y4.3%11.7%

3–2measures won
BAMY first

0.0%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: BAMY, SCHD

Today

0.0%most shared, BAMY and SCHD

BAMYSCHD

BAMY—0.0%

SCHD0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$613most kept, BAMY

BAMY$708 − $95 = $613

SCHD$300 − $6 = $294

KeptFee

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