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BAMD vs DGRO

Brookstone Dividend Stock ETF vs iShares Core Dividend Growth ETF

BAMD

Brookstone Dividend Stock ETF

Annual cost

0.89%

Fund size

$95M

DGRO

iShares Core Dividend Growth ETF

Annual cost

0.08%

Fund size

$40.5B

Key differences

Both BAMD and DGRO are equity ETFs. BAMD charges 0.89% a year and DGRO 0.08%. The main difference: BAMD follows a active selection strategy; DGRO uses index tracking.

  • BAMD follows a active selection strategy; DGRO uses index tracking.
  • DGRO costs 0.81% less per year.
  • DGRO is much larger than BAMD. Larger funds are usually more liquid and less likely to close.
  • DGRO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BAMDDGRO
Annual cost (TER)0.89%0.08%
Fund size (AUM)$95M$40.5B
Since20232014
Dividend yield3.56%1.96%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+9.4%+22.9%
CAGR 3YN/A+18.0%
CAGR 5YN/A+10.6%
Sharpe 3YN/A1.16
Volatility 1Y10.85%9.52%
Max drawdown-15.91%-35.10%

Similar to BAMD and DGRO