Income582 funds · $1.01T
Top YTD · 20 of 582YTD
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BAMD is #95 of 582 this yearShow all 582

SCHD vs BAMD

YTD
SCHDSchwabBAMDBrookstone
Year to date
SCHD wins+17.4 pts
Past year
SCHD wins+20.6 pts
Fee
SCHD winslower fee
Yield
BAMD wins+0.4 pts
AUM
SCHD1223.7× more
3–1SCHD wins
SCHD and BAMD · year-to-date · as of Nov 5, 2026 · AUM not scored
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BAMD vs SCHD

YTD$34.61 · −0.1% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareSCHD+ S&P 500+ Peer avg+ Add a fund
0%+20%+17.9%SCHD +35.3%Dec 31, 2025Nov 4, 2026
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return−0.1%+6.0%+1.6%+17.9%+21.1%+58.5%—+54.1%
Peer average+1.3%+1.1%−0.2%+11.0%+13.9%+63.0%+52.8%—
S&P 500 · VOO+1.6%−1.6%0.0%+13.4%+13.5%+91.7%+81.2%+831.3%
Brookstone BAMD and SCHD · total return, dividends in · as of Nov 5, 2026
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BAMD’s Peers

YTDDividend Stocks · 6 largest
#Trend
1SCHDSchwab U.S. Dividend Equity ETFReadVersus0.06%2.9%+1.9%+35.3%+41.6%$123B
2VIGVanguard Dividend Appreciation ETFReadVersus0.04%1.4%+2.1%+16.4%+18.9%$109B
3VYMVanguard High Dividend Yield ETFReadVersus0.04%2.2%+1.2%+17.2%+21.2%$78.9B
4DGROiShares Core Dividend Growth ETFReadVersus0.08%1.8%+2.2%+20.6%+24.5%$46.1B
5CGDVCapital Group Dividend Value ETFReadVersus0.33%1.2%+1.4%+14.6%+17.5%$39.0B
6BAMDBrookstone Dividend Stock ETFThis fund0.95%3.3%−0.1%+17.9%+21.1%$100M
#77 of 324 this year · #337 cheapest of 402 · sorted by assetsOpen the Income table →
BAMD and its peer group · total return · as of Nov 5, 2026
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Cards for This View

BAMD’s Top 10 Holdings

Today
45.7%of BAMD sits in these 10
1TTETotalEnergies S.E5.35%
2EIXEdison International5.33%
3FISFidelity National Information Services4.98%
4PEPPepsiCo4.89%
5CMECME Group4.82%
6OKEOneok4.73%
7JPMJPMorgan Chase & Company4.29%
8CVXChevron4.26%
9AUAnglogold Ashanti3.71%
10CNACNA Financial3.34%
Brookstone BAMD · weight in the fund · as of Nov 4, 2026
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SCHD vs BAMD

YTD
SCHDSchwabBAMDBrookstone
Year to date
SCHD wins+17.4 pts
Past year
SCHD wins+20.6 pts
Fee
SCHD winslower fee
Yield
BAMD wins+0.4 pts
AUM
SCHD1223.7× more
3–1SCHD wins
SCHD and BAMD · year-to-date · as of Nov 5, 2026 · AUM not scored
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BAMD vs Peer Average

YTD
BAMDAvsBPeer average
1D−0.1%+1.3%
1M+6.0%+1.1%
3M+1.6%−0.2%
YTD+17.9%+11.0%
1Y+21.1%+13.9%
3Y+58.5%+63.0%
5Y[…]+52.8%
4–2BAMD wins
401 Dividend stocks peers · each row scaled to its leader
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