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BAMD vs BAMA

Brookstone Dividend Stock ETF vs Brookstone Active ETF

BAMD

Brookstone Dividend Stock ETF

Annual cost

0.89%

Fund size

$95M

BAMA

Brookstone Active ETF

Annual cost

0.99%

Fund size

$53M

Key differences

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

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

Side-by-side comparison

BAMDBAMA
Annual cost (TER)0.89%0.99%
Fund size (AUM)$95M$53M
Since20232023
Dividend yield3.56%1.31%
Asset classequitymixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+9.4%+17.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y10.85%9.51%
Max drawdown-15.91%-12.27%

Similar to BAMD and BAMA