Brookstone Value Stock ETF (BAMV) 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 BAMV. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BAMV
BAMV charges 0.95% annually. There are 136 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 | BAMV vs VTV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.07B | Sep 2000 | BAMV vs SPYV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 26.18B | Jul 2000 | BAMV vs IUSV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.79B | Dec 2009 | BAMV vs SCHV | |
| iShares Morningstar Value ETF | 0.04% | 1.38B | Jun 2004 | BAMV vs ILCV |
Best Risk-Adjusted Alternatives to BAMV
BAMV has a PortfoliosLab risk / return rank of 43. There are 102 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 | 14.76B | Apr 2013 | BAMV vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 92 | 956.28M | May 2022 | BAMV vs SEIV | |
| Invesco Dynamic Large Cap Value ETF | 91 | 1.53B | Mar 2005 | BAMV vs PWV | |
| Avantis U.S. Large Cap Value ETF | 91 | 12.01B | Sep 2021 | BAMV vs AVLV | |
| LSV Disciplined Value ETF | 90 | 617.15M | Dec 2024 | BAMV vs LSVD |
Top Performing BAMV Alternatives (YTD)
BAMV is at 10.04% YTD. There are 82 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 45.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 45.30% | 14.76B | Apr 2013 | BAMV vs VLUE | |
| Clough Select Equity ETF | 27.35% | 55.44M | Nov 2020 | BAMV vs CBSE | |
| Eventide High Dividend ETF | 23.11% | 150.61M | Sep 2024 | BAMV vs ELCV | |
| Avantis U.S. Large Cap Value ETF | 20.57% | 12.01B | Sep 2021 | BAMV vs AVLV | |
| Astoria US Equal Weight Quality Kings ETF | 19.29% | 164.26M | Jul 2023 | BAMV vs ROE |
Lowest Volatility Alternatives to BAMV
BAMV has 11.90% 1-year volatility. There are 84 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.95%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Absolute Select Value ETF | 8.95% | 141.50M | Jan 2020 | BAMV vs ABEQ | |
| Morgan Dempsey Large Cap Value ETF | 8.95% | 32.39M | Apr 2023 | BAMV vs MDLV | |
| WisdomTree U.S. LargeCap Dividend Fund | 9.03% | 6.12B | Jun 2006 | BAMV vs DLN | |
| Bahl & Gaynor Income Growth ETF | 9.05% | 342.03M | Sep 2023 | BAMV vs BGIG | |
| WisdomTree U.S. Total Dividend Fund | 9.41% | 1.61B | Jun 2006 | BAMV vs DTD |
Lowest Drawdown Alternatives to BAMV
BAMV has a 1-year max drawdown of -6.23%. There are 25 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% | 1.53B | Mar 2005 | BAMV vs PWV | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | BAMV vs MDLV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 9.22B | Mar 2006 | BAMV vs FDL | |
| Hartford US Value ETF | -4.93% | 48.54M | Dec 2023 | BAMV vs VMAX | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | BAMV vs ELCV |
Other ETFs from Brookstone
The 7 most viewed Brookstone ETFs shown here include BAMY, BAMD, BAMU and span 5 categories. AUM among these funds goes as high as $140M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Brookstone Yield ETF | Diversified Portfolio | 81 | 1.41% | 44.81M | Sep 2023 | BAMV vs BAMY | |
| Brookstone Dividend Stock ETF | Large Cap Value Equities | 31 | 11.12% | 96.11M | Sep 2023 | BAMV vs BAMD | |
| Brookstone Ultra-Short Bond ETF | Ultrashort Bond | 98 | 1.18% | 69.10M | Sep 2023 | BAMV vs BAMU | |
| Brookstone Growth Stock ETF | Large Cap Growth Equities | 46 | 8.87% | 140.31M | Sep 2023 | BAMV vs BAMG | |
| Brookstone Intermediate Bond ETF | Intermediate Core Bond | 15 | -0.89% | 59.93M | Sep 2023 | BAMV vs BAMB | |
| Brookstone Active ETF | Diversified Portfolio | 57 | 6.64% | 51.15M | Sep 2023 | BAMV vs BAMA | |
| Brookstone Opportunities ETF | Diversified Portfolio | 64 | 5.22% | 47.47M | Sep 2023 | BAMV vs BAMO |
Often Compared With BAMV
Investors most often compare BAMV with DIVZ, LVDS, MFVL. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare BAMV with Any Fund or Stock
Compare BAMV with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BAMV with funds that move differently
Brookstone Value Stock ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BAMV.
Explore BAMV Diversifiers