Income582 funds · $1.02T
Top YTD · 20 of 582YTD
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BAMD is #92 of 582 this yearShow all 582

SCHD vs BAMD

YTD
SCHDSchwabBAMDBrookstone
Year to date
SCHD wins+17.1 pts
Past year
SCHD wins+20.1 pts
Fee
SCHD winslower fee
Yield
BAMD wins+0.4 pts
AUM
SCHD1199.9× more
3–1SCHD wins
SCHD and BAMD · year-to-date · as of Nov 6, 2026 · AUM not scored
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BAMD vs S&P 500

5Y$33.82 · −2.3% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
0%+50%+50.6%S&P 500 +78.9%Sep 27, 2023Nov 5, 2026
Return1D1M3MYTD1Y3Y5Y ▼MAX
Total return−2.3%+4.1%−1.0%+15.2%+18.6%+53.7%—+50.6%
Peer average−2.2%−0.5%−2.8%+8.7%+12.2%+59.0%+49.2%—
S&P 500 · VOO−4.4%−5.7%−4.9%+8.4%+9.8%+82.2%+71.6%+790.6%
Brookstone BAMD and Vanguard VOO · total return, dividends in · as of Nov 6, 2026
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BAMD’s Peers

YTDDividend Stocks · 6 largest
#Trend
1SCHDSchwab U.S. Dividend Equity ETFReadVersus0.06%3.0%−2.2%+32.3%+38.7%$120B
2VIGVanguard Dividend Appreciation ETFReadVersus0.04%1.5%−3.3%+12.5%+15.2%$109B
3VYMVanguard High Dividend Yield ETFReadVersus0.04%2.3%−3.3%+13.3%+17.7%$78.9B
4DGROiShares Core Dividend Growth ETFReadVersus0.08%1.9%−2.8%+17.2%+21.2%$44.9B
5CGDVCapital Group Dividend Value ETFReadVersus0.33%1.3%−4.3%+9.7%+13.2%$39.5B
6BAMDBrookstone Dividend Stock ETFThis fund0.95%3.4%−2.3%+15.2%+18.6%$100M
#78 of 324 this year · #337 cheapest of 402 · sorted by assetsOpen the Income table →
BAMD and its peer group · total return · as of Nov 6, 2026
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Cards for This View

BAMD’s Top 10 Holdings

Today
45.0%of BAMD sits in these 10
1EIXEdison International5.50%
2TTETotalEnergies S.E5.22%
3PEPPepsiCo5.08%
4CMECME Group4.89%
5OKEOneok4.56%
6JPMJPMorgan Chase & Company4.47%
7CVXChevron4.10%
8AUAnglogold Ashanti4.01%
9FISFidelity National Information Services3.81%
10CNACNA Financial3.40%
Brookstone BAMD · weight in the fund · as of Nov 5, 2026
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SCHD vs BAMD

YTD
SCHDSchwabBAMDBrookstone
Year to date
SCHD wins+17.1 pts
Past year
SCHD wins+20.1 pts
Fee
SCHD winslower fee
Yield
BAMD wins+0.4 pts
AUM
SCHD1199.9× more
3–1SCHD wins
SCHD and BAMD · year-to-date · as of Nov 6, 2026 · AUM not scored
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BAMD vs Peer Average

YTD
BAMDAvsBPeer average
1D−2.3%−2.2%
1M+4.1%−0.5%
3M−1.0%−2.8%
YTD+15.2%+8.7%
1Y+18.6%+12.2%
3Y+53.7%+59.0%
5Y[…]+49.2%
4–2BAMD wins
401 Dividend stocks peers · each row scaled to its leader
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