Brookstone ETF List
Here you can find all ETFs issued by Brookstone and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Brookstone Capital Management is a U.S.-based investment advisor and ETF provider offering actively managed and rules-based strategies across equity and multi-asset approaches. Brookstone ETFs are designed to provide risk management, income generation, and diversified market exposure across different economic environments. The Brookstone ETF list includes actively managed products spanning multiple asset classes and investment styles. This page lets you compare Brookstone ETFs on expense ratio, historical returns, dividend yield, max drawdown, Sharpe ratio, Sortino ratio, and Risk/Return Score — useful for evaluating actively managed funds for portfolio construction, risk management, income generation, or long-term investing.
- Number of ETFs
- 8
- Avg. Expense Ratio
- 1.12%
- Avg. 1 Year Return
- 12.79%
- Avg. 5 Year Return
- —
- Median Risk/Return Score
- 60 / 100
3 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Brookstone Dividend Stock ETF | Large Cap Value Equities | Sep 27, 2023 | 0.95% | 8.13% | — | 3.56% | 22 | ||||||||
| Brookstone Growth Stock ETF | Large Cap Growth Equities | Sep 26, 2023 | 0.95% | 10.74% | — | 0.00% | 53 | ||||||||
| Brookstone Value Stock ETF | Large Cap Value Equities | Sep 26, 2023 | 0.95% | 9.78% | — | 1.27% | 42 |
Explore top Brookstone ETF Categories and Asset Classes
Best Brookstone ETFs by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Brookstone Ultra-Short Bond ETF | 98 | 69.01M | Sep 2023 | |
| Brookstone Yield ETF | 79 | 45.58M | Sep 2023 | |
| Brookstone Active ETF | 68 | 53.07M | Sep 2023 | |
| Brookstone Opportunities ETF | 67 | 48.93M | Sep 2023 | |
| Brookstone Growth Stock ETF | 53 | 139.31M | Sep 2023 |
Lowest-Cost Brookstone ETFs
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Brookstone Value Stock ETF | 0.95% | 102.44M | Sep 2023 | |
| Brookstone Growth Stock ETF | 0.95% | 139.31M | Sep 2023 | |
| Brookstone Dividend Stock ETF | 0.95% | 94.94M | Sep 2023 | |
| Brookstone Ultra-Short Bond ETF | 1.09% | 69.01M | Sep 2023 | |
| Brookstone Intermediate Bond ETF | 1.09% | 60.53M | Sep 2023 |
Highest-Yield Brookstone ETFs
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Brookstone Yield ETF | 7.59% | 45.58M | Sep 2023 | |
| Brookstone Dividend Stock ETF | 3.56% | 94.94M | Sep 2023 | |
| Brookstone Ultra-Short Bond ETF | 3.06% | 69.01M | Sep 2023 | |
| Brookstone Intermediate Bond ETF | 2.95% | 60.53M | Sep 2023 | |
| Brookstone Opportunities ETF | 1.46% | 48.93M | Sep 2023 |
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Risk vs. Return Scatterplot
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