Brookstone Dividend Stock ETF (BAMD) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with BAMD. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BAMD
BAMD charges 0.95% annually. There are 140 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | BAMD vs VTV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 27.02B | Jul 2000 | BAMD vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.30B | Jun 2004 | BAMD vs ILCV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.78B | Dec 2009 | BAMD vs SCHV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.82B | Sep 2000 | BAMD vs SPYV |
Best Risk-Adjusted Alternatives to BAMD
BAMD has a PortfoliosLab risk / return rank of 37. There are 113 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 96 | 9.78B | Apr 2013 | BAMD vs VLUE | |
| Invesco Dynamic Large Cap Value ETF | 95 | 1.62B | Mar 2005 | BAMD vs PWV | |
| SEI Enhanced US Large Cap Value Factor ETF | 94 | 956.28M | May 2022 | BAMD vs SEIV | |
| Avantis U.S. Large Cap Value ETF | 93 | 16.76B | Sep 2021 | BAMD vs AVLV | |
| Schwab Fundamental U.S. Large Company Index ETF | 93 | 26.25B | Aug 2013 | BAMD vs FNDX |
Top Performing BAMD Alternatives (YTD)
BAMD is at 13.68% YTD. There are 68 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 42.84%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 42.84% | 9.78B | Apr 2013 | BAMD vs VLUE | |
| Clough Select Equity ETF | 24.90% | 56.12M | Nov 2020 | BAMD vs CBSE | |
| Eventide High Dividend ETF | 22.35% | 150.61M | Sep 2024 | BAMD vs ELCV | |
| iShares Core Dividend ETF | 22.13% | 1.59B | Nov 2017 | BAMD vs DIVB | |
| VictoryShares Free Cash Flow ETF | 21.96% | 8.17B | Jun 2023 | BAMD vs VFLO |
Lowest Volatility Alternatives to BAMD
BAMD has 10.68% 1-year volatility. There are 43 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 4.16%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| KraneShares Wahed Alternative Income Index ETF | 4.16% | 60.27M | Oct 2025 | BAMD vs KWIN | |
| WisdomTree U.S. LargeCap Dividend Fund | 8.96% | 6.21B | Jun 2006 | BAMD vs DLN | |
| Bahl & Gaynor Income Growth ETF | 8.98% | 342.03M | Sep 2023 | BAMD vs BGIG | |
| Morgan Dempsey Large Cap Value ETF | 9.02% | 32.39M | Apr 2023 | BAMD vs MDLV | |
| Absolute Select Value ETF | 9.11% | 142.20M | Jan 2020 | BAMD vs ABEQ |
Lowest Drawdown Alternatives to BAMD
BAMD has a 1-year max drawdown of -6.99%. There are 65 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.05%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Dynamic Large Cap Value ETF | -4.05% | 1.62B | Mar 2005 | BAMD vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.48B | Mar 2006 | BAMD vs FDL | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | BAMD vs MDLV | |
| Hartford US Value ETF | -4.93% | 48.88M | Dec 2023 | BAMD vs VMAX | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | BAMD vs ELCV |
Other ETFs from Brookstone
The 7 most viewed Brookstone ETFs shown here include BAMY, BAMU, BAMV and span 5 categories. AUM among these funds goes as high as $137M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Brookstone Yield ETF | Diversified Portfolio | 79 | 1.35% | 44.82M | Sep 2023 | BAMD vs BAMY | |
| Brookstone Ultra-Short Bond ETF | Ultrashort Bond | 99 | 1.34% | 67.95M | Sep 2023 | BAMD vs BAMU | |
| Brookstone Value Stock ETF | Large Cap Value Equities | 45 | 11.85% | 102.55M | Sep 2023 | BAMD vs BAMV | |
| Brookstone Growth Stock ETF | Large Cap Growth Equities | 47 | 10.50% | 136.99M | Sep 2023 | BAMD vs BAMG | |
| Brookstone Intermediate Bond ETF | Intermediate Core Bond | 16 | -1.26% | 58.76M | Sep 2023 | BAMD vs BAMB | |
| Brookstone Active ETF | Diversified Portfolio | 56 | 7.11% | 50.97M | Sep 2023 | BAMD vs BAMA | |
| Brookstone Opportunities ETF | Diversified Portfolio | 71 | 6.43% | 47.55M | Sep 2023 | BAMD vs BAMO |
Often Compared With BAMD
Investors most often compare BAMD with PJFV, CGDV, FDVV. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare BAMD with Any Fund or Stock
Compare BAMD with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BAMD with funds that move differently
Brookstone Dividend Stock ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BAMD.
Explore BAMD Diversifiers