Screener
BAMD vs LVHI
Brookstone Dividend Stock ETF vs Franklin International Low Volatility High Dividend Index ETF
Key differences
Both BAMD and LVHI are equity ETFs. BAMD charges 0.89% a year and LVHI 0.40%. The main difference: BAMD follows a active selection strategy; LVHI uses index tracking.
- BAMD follows a active selection strategy; LVHI uses index tracking.
- BAMD covers North America; LVHI covers global markets excluding the US.
- LVHI costs 0.49% less per year.
- LVHI is much larger than BAMD. Larger funds are usually more liquid and less likely to close.
- LVHI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BAMD | LVHI | |
|---|---|---|
| Annual cost (TER) | 0.89% | 0.40% |
| Fund size (AUM) | $95M | $4.9B |
| Since | 2023 | 2016 |
| Dividend yield | 3.56% | 3.68% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +9.4% | +29.6% |
| CAGR 3Y | N/A | +21.9% |
| CAGR 5Y | N/A | +16.0% |
| Sharpe 3Y | N/A | 1.55 |
| Volatility 1Y | 10.85% | 9.50% |
| Max drawdown | -15.91% | -32.31% |
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