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BAMD vs DIVB

Brookstone Dividend Stock ETF vs iShares Core Dividend ETF

BAMD

Brookstone Dividend Stock ETF

Annual cost

0.89%

Fund size

$95M

DIVB

iShares Core Dividend ETF

Annual cost

0.05%

Fund size

$1.5B

Key differences

Both BAMD and DIVB are equity ETFs. BAMD charges 0.89% a year and DIVB 0.05%. The main difference: BAMD follows a active selection strategy; DIVB uses index tracking.

  • BAMD follows a active selection strategy; DIVB uses index tracking.
  • DIVB costs 0.84% less per year.
  • DIVB is much larger than BAMD. Larger funds are usually more liquid and less likely to close.
  • DIVB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BAMDDIVB
Annual cost (TER)0.89%0.05%
Fund size (AUM)$95M$1.5B
Since20232017
Dividend yield3.56%2.20%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+9.4%+28.7%
CAGR 3YN/A+22.6%
CAGR 5YN/A+12.2%
Sharpe 3YN/A1.33
Volatility 1Y10.85%11.55%
Max drawdown-15.91%-36.93%

Similar to BAMD and DIVB