BAMD vs. CGDV
Compare and contrast key facts about Brookstone Dividend Stock ETF (BAMD) and Capital Group Dividend Value ETF (CGDV).
BAMD and CGDV 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. CGDV is an actively managed fund by Capital Group. It was launched on Feb 22, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BAMD or CGDV.
Correlation
The correlation between BAMD and CGDV 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. CGDV - Performance Comparison
Key characteristics
BAMD:
0.78
CGDV:
0.78
BAMD:
1.15
CGDV:
1.19
BAMD:
1.16
CGDV:
1.18
BAMD:
0.74
CGDV:
0.91
BAMD:
2.29
CGDV:
3.83
BAMD:
5.14%
CGDV:
3.38%
BAMD:
15.10%
CGDV:
16.67%
BAMD:
-15.91%
CGDV:
-21.81%
BAMD:
-10.17%
CGDV:
-5.12%
Returns By Period
In the year-to-date period, BAMD achieves a -2.75% return, which is significantly lower than CGDV's 0.53% return.
BAMD
-2.75%
2.83%
-5.62%
11.09%
N/A
N/A
CGDV
0.53%
9.31%
-1.22%
10.24%
N/A
N/A
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BAMD vs. CGDV - Expense Ratio Comparison
BAMD has a 0.95% expense ratio, which is higher than CGDV's 0.33% expense ratio.
Risk-Adjusted Performance
BAMD vs. CGDV — Risk-Adjusted Performance Rank
BAMD
CGDV
BAMD vs. CGDV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookstone Dividend Stock ETF (BAMD) and Capital Group Dividend Value ETF (CGDV). 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. CGDV - Dividend Comparison
BAMD's dividend yield for the trailing twelve months is around 4.49%, more than CGDV's 1.62% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
BAMD Brookstone Dividend Stock ETF | 4.49% | 4.21% | 0.70% | 0.00% |
CGDV Capital Group Dividend Value ETF | 1.62% | 1.60% | 1.65% | 1.36% |
Drawdowns
BAMD vs. CGDV - Drawdown Comparison
The maximum BAMD drawdown since its inception was -15.91%, smaller than the maximum CGDV drawdown of -21.81%. Use the drawdown chart below to compare losses from any high point for BAMD and CGDV. For additional features, visit the drawdowns tool.
Volatility
BAMD vs. CGDV - Volatility Comparison
The current volatility for Brookstone Dividend Stock ETF (BAMD) is 7.53%, while Capital Group Dividend Value ETF (CGDV) has a volatility of 9.71%. This indicates that BAMD experiences smaller price fluctuations and is considered to be less risky than CGDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.