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BAMA vs BAMV

Brookstone Active ETF vs Brookstone Value Stock ETF

BAMA

Brookstone Active ETF

Annual cost

0.99%

Fund size

$53M

BAMV

Brookstone Value Stock ETF

Annual cost

0.91%

Fund size

$102M

Key differences

BAMA is a mixed asset ETF, while BAMV is an equity ETF. BAMA charges 0.99% a year and BAMV 0.91%.

  • BAMA is a mixed asset fund, while BAMV is an equity fund. They carry different risk/return profiles.
  • BAMV costs 0.08% less per year.

Side-by-side comparison

BAMABAMV
Annual cost (TER)0.99%0.91%
Fund size (AUM)$53M$102M
Since20232023
Dividend yield1.31%1.27%
Asset classmixed assetequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+17.3%+15.1%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.51%11.87%
Max drawdown-12.27%-14.56%

Similar to BAMA and BAMV