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BAMD vs BUSA

Brookstone Dividend Stock ETF vs Brandes U.S. Value ETF

BAMD

Brookstone Dividend Stock ETF

Annual cost

0.89%

Fund size

$95M

BUSA

Brandes U.S. Value ETF

Annual cost

0.60%

Fund size

$293M

Key differences

Both BAMD and BUSA are equity ETFs. BAMD charges 0.89% a year and BUSA 0.60%. The main difference: BUSA costs 0.29% less per year.

  • BUSA costs 0.29% less per year.
  • BUSA is much larger than BAMD. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BAMDBUSA
Annual cost (TER)0.89%0.60%
Fund size (AUM)$95M$293M
Since20232023
Dividend yield3.56%1.48%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+9.4%+24.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y10.85%11.88%
Max drawdown-15.91%-14.19%

Similar to BAMD and BUSA