BAMD vs. CGDV

In the year-to-date period, BAMD achieves a -2.53% return, which is significantly lower than CGDV's 5.39% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

BAMD has a 0.95% expense ratio, which is higher than CGDV's 0.33% expense ratio.

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.

The current BAMD Sharpe Ratio is 0.72, which is comparable to the CGDV Sharpe Ratio of 0.92. The chart below compares the historical Sharpe Ratios of BAMD and CGDV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BAMD's dividend yield for the trailing twelve months is around 4.48%, more than CGDV's 1.54% yield.

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.

The current volatility for Brookstone Dividend Stock ETF (BAMD) is 4.54%, while Capital Group Dividend Value ETF (CGDV) has a volatility of 4.81%. 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.