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BAMD vs DIVG

Brookstone Dividend Stock ETF vs Invesco S&P 500 High Dividend Growers ETF

BAMD

Brookstone Dividend Stock ETF

Annual cost

0.89%

Fund size

$95M

DIVG

Invesco S&P 500 High Dividend Growers ETF

Annual cost

0.39%

Fund size

$11M

Key differences

Both BAMD and DIVG are equity ETFs. BAMD charges 0.89% a year and DIVG 0.39%. The main difference: BAMD follows a active selection strategy; DIVG uses index tracking.

  • BAMD follows a active selection strategy; DIVG uses index tracking.
  • DIVG costs 0.50% less per year.
  • BAMD is much larger than DIVG. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BAMDDIVG
Annual cost (TER)0.89%0.39%
Fund size (AUM)$95M$11M
Since20232023
Dividend yield3.56%3.09%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+9.4%+23.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y10.85%10.74%
Max drawdown-15.91%-14.94%

Similar to BAMD and DIVG