BAMD vs. BAMV
Compare and contrast key facts about Brookstone Dividend Stock ETF (BAMD) and Brookstone Value Stock ETF (BAMV).
BAMD and BAMV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BAMD is an actively managed fund by Brookstone. It was launched on Sep 27, 2023. BAMV is an actively managed fund by Brookstone. It was launched on Sep 26, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BAMD or BAMV.
Correlation
The correlation between BAMD and BAMV is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BAMD vs. BAMV - Performance Comparison
Key characteristics
BAMD:
0.78
BAMV:
0.41
BAMD:
1.15
BAMV:
0.68
BAMD:
1.16
BAMV:
1.10
BAMD:
0.74
BAMV:
0.46
BAMD:
2.29
BAMV:
1.80
BAMD:
5.14%
BAMV:
3.74%
BAMD:
15.10%
BAMV:
16.52%
BAMD:
-15.91%
BAMV:
-14.56%
BAMD:
-10.17%
BAMV:
-7.37%
Returns By Period
In the year-to-date period, BAMD achieves a -2.75% return, which is significantly lower than BAMV's -1.80% return.
BAMD
-2.75%
2.83%
-5.62%
11.09%
N/A
N/A
BAMV
-1.80%
6.37%
-2.06%
5.84%
N/A
N/A
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BAMD vs. BAMV - Expense Ratio Comparison
Both BAMD and BAMV have an expense ratio of 0.95%.
Risk-Adjusted Performance
BAMD vs. BAMV — Risk-Adjusted Performance Rank
BAMD
BAMV
BAMD vs. BAMV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookstone Dividend Stock ETF (BAMD) and Brookstone Value Stock ETF (BAMV). 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.
Dividends
BAMD vs. BAMV - Dividend Comparison
BAMD's dividend yield for the trailing twelve months is around 4.49%, more than BAMV's 3.83% yield.
| TTM | 2024 | 2023 | |
|---|---|---|---|
BAMD Brookstone Dividend Stock ETF | 4.49% | 4.21% | 0.70% |
BAMV Brookstone Value Stock ETF | 3.83% | 3.66% | 0.19% |
Drawdowns
BAMD vs. BAMV - Drawdown Comparison
The maximum BAMD drawdown since its inception was -15.91%, which is greater than BAMV's maximum drawdown of -14.56%. Use the drawdown chart below to compare losses from any high point for BAMD and BAMV. For additional features, visit the drawdowns tool.
Volatility
BAMD vs. BAMV - Volatility Comparison
The current volatility for Brookstone Dividend Stock ETF (BAMD) is 7.53%, while Brookstone Value Stock ETF (BAMV) has a volatility of 9.45%. This indicates that BAMD experiences smaller price fluctuations and is considered to be less risky than BAMV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.