BAMD vs. AVLV

Last updated Jun 4, 2026

BAMD (Brookstone Dividend Stock ETF) and AVLV (Avantis U.S. Large Cap Value ETF) are both Large Cap Value Equities funds. BAMD is actively managed, while AVLV is passively managed. Over the past year, BAMD returned 7.69% vs 38.77% for AVLV. A 0.66 correlation means they provide meaningful diversification when combined. BAMD charges 0.95%/yr vs 0.15%/yr for AVLV.

Performance

BAMD vs. AVLV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brookstone Dividend Stock ETF (BAMD) and Avantis U.S. Large Cap Value ETF (AVLV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BAMD achieves a 8.13% return, which is significantly lower than AVLV's 20.64% return.

BAMD

• 1D: -0.67%
• 1M: 0.36%
• YTD: 8.13%
• 6M: 8.26%
• 1Y: 7.69%
• 3Y*: —
• 5Y*: —
• 10Y*: —

AVLV

• 1D: 0.14%
• 1M: 5.75%
• YTD: 20.64%
• 6M: 22.01%
• 1Y: 38.77%
• 3Y*: 23.23%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BAMD vs. AVLV - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
BAMD Brookstone Dividend Stock ETF	8.13%	-1.33%	19.76%	10.73%
AVLV Avantis U.S. Large Cap Value ETF	20.64%	15.12%	17.49%	9.52%

Correlation

The correlation between BAMD and AVLV is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.60
Correlation (All Time) Calculated using the full available price history since Sep 29, 2023	0.66

The correlation between BAMD and AVLV has been stable across timeframes, ranging from 0.60 to 0.66 - a consistent structural relationship.

BAMD vs. AVLV - Sectors Allocation Comparison

Sectors	BAMD	AVLV
Financial Services	26.8%	16.3%
Energy	15.6%	14.4%
Technology	13.0%	17.2%
Consumer Defensive	12.8%	7.7%
Utilities	12.6%	0.3%
Industrials	4.7%	15.4%
Healthcare	4.2%	5.6%
Communication Services	4.0%	6.9%
Consumer Cyclical	3.2%	14.1%
Basic Materials	2.6%	2.0%
Real Estate	0.6%	0.1%

Return for Risk

BAMD vs. AVLV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BAMD

BAMD Risk / Return Rank: 22
BAMD Sharpe Ratio Rank: 21
BAMD Sortino Ratio Rank: 20
BAMD Omega Ratio Rank: 19
BAMD Calmar Ratio Rank: 24
BAMD Martin Ratio Rank: 23

AVLV

AVLV Risk / Return Rank: 91
AVLV Sharpe Ratio Rank: 90
AVLV Sortino Ratio Rank: 91
AVLV Omega Ratio Rank: 89
AVLV Calmar Ratio Rank: 91
AVLV Martin Ratio Rank: 93

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BAMD vs. AVLV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookstone Dividend Stock ETF (BAMD) and Avantis U.S. Large Cap Value ETF (AVLV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	BAMD	AVLV	Difference
Sharpe ratio: Return per unit of total volatility	0.72	3.18	-2.46
Sortino ratio: Return per unit of downside risk	1.09	4.39	-3.30
Omega ratio: Gain probability vs. loss probability	1.13	1.57	-0.45
Calmar ratio: Return relative to maximum drawdown	1.11	6.09	-4.99
Martin ratio: Return relative to average drawdown	2.91	24.39	-21.48
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BAMD vs. AVLV - Sharpe Ratio Comparison

The current BAMD Sharpe Ratio is 0.72, which is lower than the AVLV Sharpe Ratio of 3.18. The chart below compares the historical Sharpe Ratios of BAMD and AVLV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BAMD	AVLV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.72	3.18	-2.46
Sharpe Ratio (All Time) Calculated using the full available price history	1.04	0.86	+0.18

Drawdowns

BAMD vs. AVLV - Drawdown Comparison

The maximum BAMD drawdown since its inception was -15.91%, smaller than the maximum AVLV drawdown of -19.50%. Use the drawdown chart below to compare losses from any high point for BAMD and AVLV.

Drawdown Indicators

	BAMD	AVLV	Difference
Max Drawdown Largest peak-to-trough decline	-15.91%	-19.50%	+3.59%
Max Drawdown (1Y) Largest decline over 1 year	-6.99%	-6.39%	-0.60%
Max Drawdown (3Y) Largest decline over 3 years	—	-19.50%	—
Current Drawdown Current decline from peak	-1.45%	0.00%	-1.45%
Average Drawdown Average peak-to-trough decline	-4.29%	-3.93%	-0.36%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.65%	1.59%	+1.06%

Volatility

BAMD vs. AVLV - Volatility Comparison

The current volatility for Brookstone Dividend Stock ETF (BAMD) is 2.47%, while Avantis U.S. Large Cap Value ETF (AVLV) has a volatility of 3.12%. This indicates that BAMD experiences smaller price fluctuations and is considered to be less risky than AVLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BAMD	AVLV	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.47%	3.12%	-0.65%
Volatility (6M) Calculated over the trailing 6-month period	6.83%	9.04%	-2.21%
Volatility (1Y) Calculated over the trailing 1-year period	10.77%	12.29%	-1.52%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.35%	17.35%	-4.00%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.35%	17.35%	-4.00%

BAMD vs. AVLV - Expense Ratio Comparison

BAMD has a 0.95% expense ratio, which is higher than AVLV's 0.15% expense ratio.

Dividends

BAMD vs. AVLV - Dividend Comparison

BAMD's dividend yield for the trailing twelve months is around 3.56%, more than AVLV's 1.07% yield.

Position	TTM	2025	2024	2023	2022	2021
AVLV Avantis U.S. Large Cap Value ETF	1.07%	1.33%	1.58%	1.85%	2.00%	0.29%
BAMD Brookstone Dividend Stock ETF	3.56%	3.86%	4.21%	0.70%	0.00%	0.00%

Frequently Asked Questions

Can I hold both BAMD and AVLV in my portfolio?

BAMD and AVLV have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BAMD or AVLV?

AVLV has higher volatility (3.12%) compared to BAMD (2.47%). In terms of maximum drawdown, BAMD dropped -15.91% vs AVLV's -19.50%.

Which ETF is better, BAMD or AVLV?

On 1-year performance, AVLV leads with 38.77% vs 7.69% for BAMD. On fees, AVLV is cheaper at 0.15% per year. On volatility, BAMD has been the lower-risk option at 2.47%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BAMD or AVLV?

Over the 1-year period, AVLV has performed better with a 38.77% return vs 7.69%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BAMD or AVLV?

AVLV is cheaper with a 0.15% expense ratio, compared with 0.95% for BAMD.

Which ETF pays a higher dividend yield, BAMD or AVLV?

BAMD has the higher dividend yield at 3.56%, compared with 1.07% for AVLV.

What is the main difference between BAMD and AVLV?

They also come from different issuers: Brookstone and American Century. Their fees differ too: 0.95% for BAMD and 0.15% for AVLV.

Which has better risk-adjusted returns?

AVLV currently has the higher Sharpe Ratio (3.17 vs 0.72), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.