BAMD vs. LVDS

Last updated Jul 14, 2026

BAMD (Brookstone Dividend Stock ETF) and LVDS (JPMorgan Fundamental Data Science Large Value ETF) are both Large Cap Value Equities funds. Both are actively managed. Over the past year, BAMD returned 11.48% vs 27.03% for LVDS. A 0.67 correlation means they provide meaningful diversification when combined. BAMD charges 0.95%/yr vs 0.30%/yr for LVDS.

Performance

BAMD vs. LVDS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brookstone Dividend Stock ETF (BAMD) and JPMorgan Fundamental Data Science Large Value ETF (LVDS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BAMD achieves a 13.68% return, which is significantly lower than LVDS's 18.27% return.

BAMD

• 1D: 0.37%
• 1M: 2.07%
• 6M: 12.44%
• YTD: 13.68%
• 1Y: 11.48%
• 3Y*: —
• 5Y*: —
• 10Y*: —

LVDS

• 1D: 0.26%
• 1M: 2.78%
• 6M: 15.06%
• YTD: 18.27%
• 1Y: 27.03%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BAMD vs. LVDS - Yearly Performance Comparison

	2026 (YTD)	2025
BAMD Brookstone Dividend Stock ETF	13.68%	-1.93%
LVDS JPMorgan Fundamental Data Science Large Value ETF	18.27%	7.40%

Correlation

The correlation between BAMD and LVDS is 0.67, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 14, 2025	0.67

BAMD vs. LVDS - Sectors Allocation Comparison

Sectors	BAMD	LVDS
Financial Services	26.4%	18.7%
Energy	14.8%	6.6%
Technology	14.6%	18.7%
Consumer Defensive	12.6%	6.4%
Utilities	12.3%	4.7%
Industrials	4.4%	12.1%
Healthcare	4.2%	10.1%
Communication Services	4.0%	7.5%
Consumer Cyclical	3.7%	8.4%
Basic Materials	2.7%	2.7%
Real Estate	0.5%	4.1%

Return for Risk

BAMD vs. LVDS — Risk / Return Rank

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

BAMD

BAMD Risk / Return Rank: 37
BAMD Sharpe Ratio Rank: 38
BAMD Sortino Ratio Rank: 38
BAMD Omega Ratio Rank: 34
BAMD Calmar Ratio Rank: 40
BAMD Martin Ratio Rank: 36

LVDS

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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. LVDS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookstone Dividend Stock ETF (BAMD) and JPMorgan Fundamental Data Science Large Value ETF (LVDS). 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	LVDS	Difference
Sharpe ratio: Return per unit of total volatility	1.08	—	—
Sortino ratio: Return per unit of downside risk	1.62	—	—
Omega ratio: Gain probability vs. loss probability	1.19	—	—
Calmar ratio: Return relative to maximum drawdown	1.65	—	—
Martin ratio: Return relative to average drawdown	4.39	—	—

Drawdowns

BAMD vs. LVDS - Drawdown Comparison

The maximum BAMD drawdown since its inception was -15.91%, which is greater than LVDS's maximum drawdown of -6.64%. Use the drawdown chart below to compare losses from any high point for BAMD and LVDS.

Drawdown Indicators

	BAMD	LVDS	Difference
Max Drawdown Largest peak-to-trough decline	-15.91%	-6.64%	-9.27%
Max Drawdown (1Y) Largest decline over 1 year	-6.99%	-6.64%	-0.35%
Current Drawdown Current decline from peak	0.00%	-0.02%	+0.02%
Average Drawdown Average peak-to-trough decline	-4.14%	-0.93%	-3.21%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.62%	—	—

Volatility

Volatility by Period

	BAMD	LVDS	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.93%	—	—
Volatility (6M) Calculated over the trailing 6-month period	7.14%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	10.68%	10.59%	+0.09%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.25%	10.59%	+2.66%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.25%	10.59%	+2.66%

BAMD vs. LVDS - Expense Ratio Comparison

BAMD has a 0.95% expense ratio, which is higher than LVDS's 0.30% expense ratio.

Dividends

BAMD vs. LVDS - Dividend Comparison

BAMD's dividend yield for the trailing twelve months is around 3.39%, less than LVDS's 7.61% yield.

Position	TTM	2025	2024	2023
BAMD Brookstone Dividend Stock ETF	3.39%	3.86%	4.21%	0.70%
LVDS JPMorgan Fundamental Data Science Large Value ETF	7.61%	8.25%	0.00%	0.00%

Frequently Asked Questions

Can I hold both BAMD and LVDS in my portfolio?

BAMD and LVDS have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BAMD or LVDS?

On 1-year performance, LVDS leads with 27.03% vs 11.48% for BAMD. On fees, LVDS is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BAMD or LVDS?

Over the 1-year period, LVDS has performed better with a 27.03% return vs 11.48%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BAMD or LVDS?

LVDS is cheaper with a 0.30% expense ratio, compared with 0.95% for BAMD.

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

LVDS has the higher dividend yield at 7.61%, compared with 3.39% for BAMD.

What is the main difference between BAMD and LVDS?

They also come from different issuers: Brookstone and JPMorgan. Their fees differ too: 0.95% for BAMD and 0.30% for LVDS.