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BAMD vs DWX

Brookstone Dividend Stock ETF vs State Street SPDR S&P International Dividend ETF

BAMD

Brookstone Dividend Stock ETF

Annual cost

0.89%

Fund size

$95M

DWX

State Street SPDR S&P International Dividend ETF

Annual cost

0.45%

Fund size

$516M

Key differences

Both BAMD and DWX are equity ETFs. BAMD charges 0.89% a year and DWX 0.45%. The main difference: BAMD follows a active selection strategy; DWX uses index tracking.

  • BAMD follows a active selection strategy; DWX uses index tracking.
  • BAMD covers North America; DWX covers global markets excluding the US.
  • DWX costs 0.44% less per year.
  • DWX is much larger than BAMD. Larger funds are usually more liquid and less likely to close.
  • DWX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BAMDDWX
Annual cost (TER)0.89%0.45%
Fund size (AUM)$95M$516M
Since20232008
Dividend yield3.56%4.14%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionindex tracking
CAGR 1Y+9.4%+14.6%
CAGR 3YN/A+15.4%
CAGR 5YN/A+7.1%
Sharpe 3YN/A1.02
Volatility 1Y10.85%10.87%
Max drawdown-15.91%-36.05%

Similar to BAMD and DWX