BAMD vs. DTD

Last updated Jun 23, 2026

BAMD (Brookstone Dividend Stock ETF) and DTD (WisdomTree U.S. Total Dividend Fund) are both Large Cap Value Equities funds. BAMD is actively managed, while DTD is passively managed. Over the past year, BAMD returned 11.67% vs 22.30% for DTD. A 0.78 correlation means they provide meaningful diversification when combined. BAMD charges 0.95%/yr vs 0.28%/yr for DTD.

Performance

BAMD vs. DTD - Performance Comparison

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

Returns By Period

The year-to-date returns for both investments are quite close, with BAMD having a 10.29% return and DTD slightly higher at 10.39%.

BAMD

• 1D: 0.43%
• 1M: 0.63%
• YTD: 10.29%
• 6M: 10.07%
• 1Y: 11.67%
• 3Y*: —
• 5Y*: —
• 10Y*: —

DTD

• 1D: 0.15%
• 1M: 0.37%
• YTD: 10.39%
• 6M: 9.86%
• 1Y: 22.30%
• 3Y*: 17.90%
• 5Y*: 12.27%
• 10Y*: 12.37%

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

BAMD vs. DTD - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
BAMD Brookstone Dividend Stock ETF	10.29%	-1.33%	19.76%	10.73%
DTD WisdomTree U.S. Total Dividend Fund	10.39%	14.25%	18.56%	9.43%

Correlation

The correlation between BAMD and DTD is 0.77, 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	0.77
Correlation (All Time) Calculated using the full available price history since Sep 28, 2023	0.78

The correlation between BAMD and DTD has been stable across timeframes, ranging from 0.77 to 0.78 - a consistent structural relationship.

BAMD vs. DTD - Sectors Allocation Comparison

Sectors	BAMD	DTD
Financial Services	26.4%	18.2%
Energy	14.8%	7.8%
Technology	14.6%	20.9%
Consumer Defensive	12.6%	8.4%
Utilities	12.3%	5.5%
Industrials	4.4%	8.4%
Healthcare	4.2%	11.5%
Communication Services	4.0%	7.2%
Consumer Cyclical	3.7%	5.5%
Basic Materials	2.7%	1.5%
Real Estate	0.5%	5.1%

Return for Risk

BAMD vs. DTD — Risk / Return Rank

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

BAMD

BAMD Risk / Return Rank: 31
BAMD Sharpe Ratio Rank: 31
BAMD Sortino Ratio Rank: 31
BAMD Omega Ratio Rank: 28
BAMD Calmar Ratio Rank: 35
BAMD Martin Ratio Rank: 32

DTD

DTD Risk / Return Rank: 77
DTD Sharpe Ratio Rank: 78
DTD Sortino Ratio Rank: 79
DTD Omega Ratio Rank: 76
DTD Calmar Ratio Rank: 73
DTD Martin Ratio Rank: 78

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. DTD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookstone Dividend Stock ETF (BAMD) and WisdomTree U.S. Total Dividend Fund (DTD). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BAMD	DTD	Difference
Sharpe ratio: Return per unit of total volatility	1.08	2.38	-1.30
Sortino ratio: Return per unit of downside risk	1.61	3.36	-1.75
Omega ratio: Gain probability vs. loss probability	1.19	1.43	-0.25
Calmar ratio: Return relative to maximum drawdown	1.68	3.55	-1.88
Martin ratio: Return relative to average drawdown	4.43	14.68	-10.25

BAMD vs. DTD - Sharpe Ratio Comparison

The current BAMD Sharpe Ratio is 1.08, which is lower than the DTD Sharpe Ratio of 2.38. The chart below compares the historical Sharpe Ratios of BAMD and DTD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BAMD vs. DTD - Drawdown Comparison

The maximum BAMD drawdown since its inception was -15.91%, smaller than the maximum DTD drawdown of -58.19%. Use the drawdown chart below to compare losses from any high point for BAMD and DTD.

Drawdown Indicators

	BAMD	DTD	Difference
Max Drawdown Largest peak-to-trough decline	-15.91%	-58.19%	+42.28%
Max Drawdown (1Y) Largest decline over 1 year	-6.99%	-6.30%	-0.69%
Max Drawdown (3Y) Largest decline over 3 years	—	-14.41%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-16.14%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-37.29%	—
Current Drawdown Current decline from peak	-1.03%	-0.92%	-0.11%
Average Drawdown Average peak-to-trough decline	-4.22%	-7.32%	+3.10%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.64%	1.52%	+1.12%

Volatility

BAMD vs. DTD - Volatility Comparison

Brookstone Dividend Stock ETF (BAMD) has a higher volatility of 3.28% compared to WisdomTree U.S. Total Dividend Fund (DTD) at 2.66%. This indicates that BAMD's price experiences larger fluctuations and is considered to be riskier than DTD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BAMD	DTD	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.28%	2.66%	+0.62%
Volatility (6M) Calculated over the trailing 6-month period	7.14%	7.13%	+0.01%
Volatility (1Y) Calculated over the trailing 1-year period	10.89%	9.43%	+1.46%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.32%	13.57%	-0.25%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.32%	16.22%	-2.90%

BAMD vs. DTD - Expense Ratio Comparison

BAMD has a 0.95% expense ratio, which is higher than DTD's 0.28% expense ratio.

Dividends

BAMD vs. DTD - Dividend Comparison

BAMD's dividend yield for the trailing twelve months is around 3.49%, more than DTD's 1.86% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BAMD Brookstone Dividend Stock ETF	3.49%	3.86%	4.21%	0.70%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
DTD WisdomTree U.S. Total Dividend Fund	1.86%	1.99%	2.07%	2.43%	2.62%	2.04%	2.73%	2.50%	2.93%	2.36%	2.66%	2.81%

Frequently Asked Questions

Can I hold both BAMD and DTD in my portfolio?

BAMD and DTD have a correlation of 0.77, 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 DTD?

BAMD has higher volatility (3.28%) compared to DTD (2.66%). In terms of maximum drawdown, BAMD dropped -15.91% vs DTD's -58.19%.

Which ETF is better, BAMD or DTD?

On 1-year performance, DTD leads with 22.30% vs 11.67% for BAMD. On fees, DTD is cheaper at 0.28% per year. On volatility, DTD has been the lower-risk option at 2.66%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BAMD or DTD?

Over the 1-year period, DTD has performed better with a 22.30% return vs 11.67%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BAMD or DTD?

DTD is cheaper with a 0.28% expense ratio, compared with 0.95% for BAMD.

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

BAMD has the higher dividend yield at 3.49%, compared with 1.86% for DTD.

What is the main difference between BAMD and DTD?

They also come from different issuers: Brookstone and WisdomTree. Their fees differ too: 0.95% for BAMD and 0.28% for DTD.

Which has better risk-adjusted returns?

DTD currently has the higher Sharpe Ratio (2.38 vs 1.08), 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.