BAMD vs. DEW
Compare and contrast key facts about Brookstone Dividend Stock ETF (BAMD) and WisdomTree Global High Dividend Fund (DEW).
BAMD and DEW 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. DEW is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Global High Dividend Index. It was launched on Jun 16, 2006.
Performance
BAMD vs. DEW - Performance Comparison
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BAMD vs. DEW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BAMD Brookstone Dividend Stock ETF | 4.34% | -1.33% | 19.76% | 10.73% |
DEW WisdomTree Global High Dividend Fund | 8.14% | 22.39% | 11.58% | 8.40% |
Returns By Period
In the year-to-date period, BAMD achieves a 4.34% return, which is significantly lower than DEW's 8.14% return.
BAMD
- 1D
- 0.75%
- 1M
- -4.47%
- YTD
- 4.34%
- 6M
- 1.10%
- 1Y
- 0.12%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DEW
- 1D
- 1.36%
- 1M
- -3.63%
- YTD
- 8.14%
- 6M
- 11.73%
- 1Y
- 22.63%
- 3Y*
- 17.01%
- 5Y*
- 11.51%
- 10Y*
- 9.23%
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BAMD vs. DEW - Expense Ratio Comparison
BAMD has a 0.95% expense ratio, which is higher than DEW's 0.58% expense ratio.
Return for Risk
BAMD vs. DEW — Risk / Return Rank
BAMD
DEW
BAMD vs. DEW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookstone Dividend Stock ETF (BAMD) and WisdomTree Global High Dividend Fund (DEW). 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 | DEW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.01 | 1.69 | -1.69 |
Sortino ratioReturn per unit of downside risk | 0.11 | 2.30 | -2.19 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.35 | -0.34 |
Calmar ratioReturn relative to maximum drawdown | 0.11 | 1.98 | -1.87 |
Martin ratioReturn relative to average drawdown | 0.33 | 10.56 | -10.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BAMD | DEW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.01 | 1.69 | -1.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.89 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.98 | 0.28 | +0.70 |
Correlation
The correlation between BAMD and DEW is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BAMD vs. DEW - Dividend Comparison
BAMD's dividend yield for the trailing twelve months is around 3.68%, more than DEW's 3.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAMD Brookstone Dividend Stock ETF | 3.68% | 3.86% | 4.21% | 0.70% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DEW WisdomTree Global High Dividend Fund | 3.33% | 3.71% | 4.02% | 4.55% | 3.82% | 3.55% | 4.10% | 3.74% | 4.17% | 3.18% | 3.42% | 4.32% |
Drawdowns
BAMD vs. DEW - Drawdown Comparison
The maximum BAMD drawdown since its inception was -15.91%, smaller than the maximum DEW drawdown of -65.55%. Use the drawdown chart below to compare losses from any high point for BAMD and DEW.
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Drawdown Indicators
| BAMD | DEW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.91% | -65.55% | +49.64% |
Max Drawdown (1Y)Largest decline over 1 year | -11.50% | -11.80% | +0.30% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.86% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.77% | — |
Current DrawdownCurrent decline from peak | -4.90% | -3.63% | -1.27% |
Average DrawdownAverage peak-to-trough decline | -4.45% | -12.54% | +8.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.78% | 2.21% | +1.57% |
Volatility
BAMD vs. DEW - Volatility Comparison
The current volatility for Brookstone Dividend Stock ETF (BAMD) is 3.14%, while WisdomTree Global High Dividend Fund (DEW) has a volatility of 4.07%. This indicates that BAMD experiences smaller price fluctuations and is considered to be less risky than DEW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BAMD | DEW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.14% | 4.07% | -0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 7.77% | 7.21% | +0.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.48% | 13.42% | +1.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.60% | 13.02% | +0.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.60% | 15.55% | -1.95% |