BAMY vs SPYM

ABAMY

BSPYM

Measures won3–2BAMY wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · SPY $17,118

Lowest cost0.02%SPYM · $2 on $10k

Most income7.08%BAMY · $708 on $10k

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

Held in common0.0%BAMY and SPYM

BAMY

SPYM

Brookstone Yield ETF · $41MState Street SPDR Portfolio S&P 500 ETF · $182B

+9.8%3 years · per year$13,236 · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.95%Expense ratio$95 · $2 on $10k · lower wins0.02%

7.08%12-mo yield$708 · $105 on $10k1.05%

−3.1%Worst dropSmaller wins−8.9%

4.3%VolatilityLower wins13.6%

3–2BAMY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBAMY · SPYM

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	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 SPYM

BAMY

Brookstone Yield

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureBAMYSPYM

Fee0.95%0.02%

Cost on $10k a year$95$2

Yield7.08%1.05%

5 years, per year[…]+11.4%

3 years, per year+9.8%+21.8%

Worst drop · 1Y−3.1%−8.9%

Volatility · 1Y4.3%13.6%

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

Overlap: BAMY, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

BAMYSPYMSPY

BAMY—0.0%0.0%

SPYM0.0%—99.9%

SPY0.0%99.9%—

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

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

KeptFee

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