Correlation
The correlation between BAMD and PJFV 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.
BAMD vs. PJFV
Compare and contrast key facts about Brookstone Dividend Stock ETF (BAMD) and PGIM Jennison Focused Value ETF (PJFV).
BAMD and PJFV 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. PJFV is an actively managed fund by PGIM. It was launched on Dec 12, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BAMD or PJFV.
Performance
BAMD vs. PJFV - Performance Comparison
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Key characteristics
BAMD:
0.75
PJFV:
0.58
BAMD:
1.14
PJFV:
0.80
BAMD:
1.15
PJFV:
1.12
BAMD:
0.74
PJFV:
0.49
BAMD:
2.11
PJFV:
1.77
BAMD:
5.62%
PJFV:
5.04%
BAMD:
15.36%
PJFV:
17.77%
BAMD:
-15.91%
PJFV:
-18.15%
BAMD:
-8.50%
PJFV:
-5.56%
Returns By Period
In the year-to-date period, BAMD achieves a -0.95% return, which is significantly lower than PJFV's 0.15% return.
BAMD
-0.95%
0.91%
-8.34%
11.40%
N/A
N/A
N/A
PJFV
0.15%
4.81%
-4.78%
10.17%
N/A
N/A
N/A
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BAMD vs. PJFV - Expense Ratio Comparison
BAMD has a 0.95% expense ratio, which is higher than PJFV's 0.75% expense ratio.
Risk-Adjusted Performance
BAMD vs. PJFV — Risk-Adjusted Performance Rank
BAMD
PJFV
BAMD vs. PJFV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookstone Dividend Stock ETF (BAMD) and PGIM Jennison Focused Value ETF (PJFV). 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.
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Dividends
BAMD vs. PJFV - Dividend Comparison
BAMD's dividend yield for the trailing twelve months is around 5.49%, more than PJFV's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
BAMD Brookstone Dividend Stock ETF | 5.49% | 4.21% | 0.70% | 0.00% |
PJFV PGIM Jennison Focused Value ETF | 1.31% | 1.31% | 1.20% | 0.12% |
Drawdowns
BAMD vs. PJFV - Drawdown Comparison
The maximum BAMD drawdown since its inception was -15.91%, smaller than the maximum PJFV drawdown of -18.15%. Use the drawdown chart below to compare losses from any high point for BAMD and PJFV.
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Volatility
BAMD vs. PJFV - Volatility Comparison
Brookstone Dividend Stock ETF (BAMD) has a higher volatility of 4.18% compared to PGIM Jennison Focused Value ETF (PJFV) at 3.88%. This indicates that BAMD's price experiences larger fluctuations and is considered to be riskier than PJFV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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