BAMV vs. BAMD
Compare and contrast key facts about Brookstone Value Stock ETF (BAMV) and Brookstone Dividend Stock ETF (BAMD).
BAMV and BAMD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BAMV is an actively managed fund by Brookstone. It was launched on Sep 26, 2023. BAMD is an actively managed fund by Brookstone. It was launched on Sep 27, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BAMV or BAMD.
Correlation
The correlation between BAMV and BAMD 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.
Performance
BAMV vs. BAMD - Performance Comparison
Key characteristics
BAMV:
0.51
BAMD:
0.94
BAMV:
0.81
BAMD:
1.35
BAMV:
1.12
BAMD:
1.19
BAMV:
0.57
BAMD:
0.89
BAMV:
2.27
BAMD:
2.79
BAMV:
3.69%
BAMD:
5.06%
BAMV:
16.48%
BAMD:
15.10%
BAMV:
-14.56%
BAMD:
-15.91%
BAMV:
-5.85%
BAMD:
-9.40%
Returns By Period
In the year-to-date period, BAMV achieves a -0.19% return, which is significantly higher than BAMD's -1.92% return.
BAMV
-0.19%
8.12%
-0.27%
8.17%
N/A
N/A
BAMD
-1.92%
3.71%
-3.95%
12.36%
N/A
N/A
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BAMV vs. BAMD - Expense Ratio Comparison
Both BAMV and BAMD have an expense ratio of 0.95%.
Risk-Adjusted Performance
BAMV vs. BAMD — Risk-Adjusted Performance Rank
BAMV
BAMD
BAMV vs. BAMD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookstone Value Stock ETF (BAMV) and Brookstone Dividend Stock ETF (BAMD). 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.
Dividends
BAMV vs. BAMD - Dividend Comparison
BAMV's dividend yield for the trailing twelve months is around 3.77%, less than BAMD's 4.45% yield.
| TTM | 2024 | 2023 | |
|---|---|---|---|
BAMV Brookstone Value Stock ETF | 3.77% | 3.66% | 0.19% |
BAMD Brookstone Dividend Stock ETF | 4.45% | 4.21% | 0.70% |
Drawdowns
BAMV vs. BAMD - Drawdown Comparison
The maximum BAMV drawdown since its inception was -14.56%, smaller than the maximum BAMD drawdown of -15.91%. Use the drawdown chart below to compare losses from any high point for BAMV and BAMD. For additional features, visit the drawdowns tool.
Volatility
BAMV vs. BAMD - Volatility Comparison
Brookstone Value Stock ETF (BAMV) has a higher volatility of 12.17% compared to Brookstone Dividend Stock ETF (BAMD) at 9.77%. This indicates that BAMV's price experiences larger fluctuations and is considered to be riskier than BAMD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.