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BAMA vs BAMD

Brookstone Active ETF vs Brookstone Dividend Stock ETF

BAMA

Brookstone Active ETF

Annual cost

0.99%

Fund size

$53M

BAMD

Brookstone Dividend Stock ETF

Annual cost

0.89%

Fund size

$95M

Key differences

BAMA is a mixed asset ETF, while BAMD is an equity ETF. BAMA charges 0.99% a year and BAMD 0.89%.

  • BAMA is a mixed asset fund, while BAMD is an equity fund. They carry different risk/return profiles.
  • BAMD costs 0.10% less per year.

Side-by-side comparison

BAMABAMD
Annual cost (TER)0.99%0.89%
Fund size (AUM)$53M$95M
Since20232023
Dividend yield1.31%3.56%
Asset classmixed assetequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+17.3%+9.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.51%10.85%
Max drawdown-12.27%-15.91%

Similar to BAMA and BAMD