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 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 | |
|---|---|---|---|---|---|
| iShares Morningstar Value ETF | 0.04% | 1.32B | Jun 2004 | BAMV vs ILCV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 27.22B | Jul 2000 | BAMV vs IUSV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.73B | Dec 2009 | BAMV vs SCHV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 36.23B | Sep 2000 | BAMV vs SPYV | |
| Vanguard Value ETF | 0.04% | 254.20B | Jan 2004 | BAMV vs VTV |
Best Risk-Adjusted Alternatives to BAMV
BAMV has a PortfoliosLab risk / return rank of 71. There are 104 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Large Cap Value ETF | 97 | 1.72B | Mar 2005 | BAMV vs PWV | |
| iShares MSCI USA Value Factor ETF | 97 | 9.07B | Apr 2013 | BAMV vs VLUE | |
| VictoryShares Free Cash Flow ETF | 96 | 9.18B | Jun 2023 | BAMV vs VFLO | |
| SEI QiM U.S. Large Cap Value Active ETF | 95 | 956.28M | May 2022 | BAMV vs SEIV | |
| iShares Russell Top 200 Value ETF | 95 | 3.98B | Sep 2009 | BAMV vs IWX |
Top Performing BAMV Alternatives (YTD)
BAMV is at 14.45% YTD. There are 76 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 40.90%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 40.90% | 9.07B | Apr 2013 | BAMV vs VLUE | |
| VictoryShares Free Cash Flow ETF | 26.80% | 9.18B | Jun 2023 | BAMV vs VFLO | |
| iShares Core Dividend ETF | 25.34% | 1.71B | Nov 2017 | BAMV vs DIVB | |
| Bushido Capital US Equity ETF | 23.03% | 479.57M | Sep 2023 | BAMV vs SMRI | |
| Avantis U.S. Large Cap Value ETF | 22.36% | 17.85B | Sep 2021 | BAMV vs AVLV |
Lowest Volatility Alternatives to BAMV
BAMV has 12.04% 1-year volatility. There are 88 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 4.04%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| KraneShares Wahed Alternative Income Index ETF | 4.04% | 60.32M | Oct 2025 | BAMV vs KWIN | |
| Bahl & Gaynor Income Growth ETF | 8.95% | 342.03M | Sep 2023 | BAMV vs BGIG | |
| WisdomTree U.S. LargeCap Dividend Fund | 9.03% | 6.25B | Jun 2006 | BAMV vs DLN | |
| Absolute Select Value ETF | 9.10% | 143.00M | Jan 2020 | BAMV vs ABEQ | |
| Morgan Dempsey Large Cap Value ETF | 9.17% | 32.39M | Apr 2023 | BAMV vs MDLV |
Lowest Drawdown Alternatives to BAMV
BAMV has a 1-year max drawdown of -6.23%. There are 24 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 Large Cap Value ETF | -4.05% | 1.72B | Mar 2005 | BAMV vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.77B | Mar 2006 | BAMV vs FDL | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | BAMV vs MDLV | |
| Hartford US Value ETF | -4.93% | 49.18M | Dec 2023 | BAMV vs VMAX | |
| First Trust Large Cap Value AlphaDEX Fund | -5.13% | 1.40B | May 2007 | BAMV vs FTA |
Other ETFs from Brookstone
The 7 most viewed Brookstone ETFs shown here include BAMY, BAMU, BAMD and span 5 categories. AUM among these funds goes as high as $125M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Brookstone Yield ETF | Diversified Portfolio | 80 | 1.25% | 43.48M | Sep 2023 | BAMV vs BAMY | |
| Brookstone Ultra-Short Bond ETF | Ultrashort Bond | 99 | 1.48% | 66.47M | Sep 2023 | BAMV vs BAMU | |
| Brookstone Dividend Stock ETF | Large Cap Value Equities | 58 | 14.83% | 98.67M | Sep 2023 | BAMV vs BAMD | |
| Brookstone Growth Stock ETF | Large Cap Growth Equities | 41 | 7.72% | 125.31M | Sep 2023 | BAMV vs BAMG | |
| Brookstone Intermediate Bond ETF | Intermediate Core Bond | 16 | -1.49% | 57.60M | Sep 2023 | BAMV vs BAMB | |
| Brookstone Active ETF | Diversified Portfolio | 56 | 6.88% | 49.93M | Sep 2023 | BAMV vs BAMA | |
| Brookstone Opportunities ETF | Diversified Portfolio | 74 | 6.40% | 45.57M | Sep 2023 | BAMV vs BAMO |
Often Compared With BAMV
Investors most often compare BAMV with DIVZ, LVDS, ELCV. These 20 comparison targets span 9 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