BAMV vs. LVDS

Last updated Jun 24, 2026

BAMV (Brookstone Value Stock ETF) and LVDS (JPMorgan Fundamental Data Science Large Value ETF) are both Large Cap Value Equities funds. Both are actively managed. A 0.80 correlation means they provide meaningful diversification when combined. BAMV charges 0.95%/yr vs 0.30%/yr for LVDS.

Performance

BAMV vs. LVDS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brookstone Value Stock ETF (BAMV) 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, BAMV achieves a 10.04% return, which is significantly lower than LVDS's 15.18% return.

BAMV

• 1D: -0.10%
• 1M: 0.99%
• YTD: 10.04%
• 6M: 9.77%
• 1Y: 15.31%
• 3Y*: —
• 5Y*: —
• 10Y*: —

LVDS

• 1D: -1.20%
• 1M: 2.78%
• YTD: 15.18%
• 6M: 14.56%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BAMV vs. LVDS - Yearly Performance Comparison

	2026 (YTD)	2025
BAMV Brookstone Value Stock ETF	10.04%	1.59%
LVDS JPMorgan Fundamental Data Science Large Value ETF	15.18%	7.40%

Correlation

The correlation between BAMV and LVDS is 0.80, 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	0.80

BAMV vs. LVDS - Sectors Allocation Comparison

Sectors	BAMV	LVDS
Financial Services	28.3%	18.7%
Technology	26.0%	18.7%
Industrials	10.4%	12.1%
Healthcare	9.8%	10.1%
Communication Services	8.7%	7.5%
Energy	5.9%	6.6%
Basic Materials	4.9%	2.7%
Real Estate	2.8%	4.1%
Consumer Cyclical	2.1%	8.4%
Consumer Defensive	0.8%	6.4%
Utilities	0.3%	4.7%

Return for Risk

BAMV vs. LVDS — Risk / Return Rank

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

BAMV

BAMV Risk / Return Rank: 43
BAMV Sharpe Ratio Rank: 39
BAMV Sortino Ratio Rank: 39
BAMV Omega Ratio Rank: 36
BAMV Calmar Ratio Rank: 54
BAMV Martin Ratio Rank: 48

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.

BAMV vs. LVDS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookstone Value Stock ETF (BAMV) 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.

	BAMV	LVDS	Difference
Sharpe ratio: Return per unit of total volatility	1.29	—	—
Sortino ratio: Return per unit of downside risk	1.90	—	—
Omega ratio: Gain probability vs. loss probability	1.23	—	—
Calmar ratio: Return relative to maximum drawdown	2.47	—	—
Martin ratio: Return relative to average drawdown	7.45	—	—

Drawdowns

BAMV vs. LVDS - Drawdown Comparison

The maximum BAMV drawdown since its inception was -14.56%, which is greater than LVDS's maximum drawdown of -6.64%. Use the drawdown chart below to compare losses from any high point for BAMV and LVDS.

Drawdown Indicators

	BAMV	LVDS	Difference
Max Drawdown Largest peak-to-trough decline	-14.56%	-6.64%	-7.92%
Max Drawdown (1Y) Largest decline over 1 year	-6.23%	—	—
Current Drawdown Current decline from peak	-1.17%	-1.20%	+0.03%
Average Drawdown Average peak-to-trough decline	-1.99%	-0.95%	-1.04%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.06%	—	—

Volatility

Volatility by Period

	BAMV	LVDS	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.75%	—	—
Volatility (6M) Calculated over the trailing 6-month period	8.62%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	11.90%	10.68%	+1.22%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.72%	10.68%	+3.04%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.72%	10.68%	+3.04%

BAMV vs. LVDS - Expense Ratio Comparison

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

Dividends

BAMV vs. LVDS - Dividend Comparison

BAMV's dividend yield for the trailing twelve months is around 1.27%, less than LVDS's 7.45% yield.

Position	TTM	2025	2024	2023
BAMV Brookstone Value Stock ETF	1.27%	1.32%	3.66%	0.19%
LVDS JPMorgan Fundamental Data Science Large Value ETF	7.45%	8.25%	0.00%	0.00%

Frequently Asked Questions

Can I hold both BAMV and LVDS in my portfolio?

BAMV and LVDS have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BAMV or LVDS?

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 is cheaper, BAMV or LVDS?

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

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

LVDS has the higher dividend yield at 7.45%, compared with 1.27% for BAMV.

What is the main difference between BAMV and LVDS?

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