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BAMD vs SPYD

Brookstone Dividend Stock ETF vs State Street SPDR Portfolio S&P 500 High Dividend ETF

BAMD

Brookstone Dividend Stock ETF

Annual cost

0.89%

Fund size

$95M

SPYD

State Street SPDR Portfolio S&P 500 High Dividend ETF

Annual cost

0.07%

Fund size

$7.3B

Key differences

Both BAMD and SPYD are equity ETFs. BAMD charges 0.89% a year and SPYD 0.07%. The main difference: BAMD follows a active selection strategy; SPYD uses index tracking.

  • BAMD follows a active selection strategy; SPYD uses index tracking.
  • SPYD costs 0.82% less per year.
  • SPYD is much larger than BAMD. Larger funds are usually more liquid and less likely to close.
  • SPYD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BAMDSPYD
Annual cost (TER)0.89%0.07%
Fund size (AUM)$95M$7.3B
Since20232015
Dividend yield3.56%4.18%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+9.4%+18.8%
CAGR 3YN/A+16.1%
CAGR 5YN/A+7.2%
Sharpe 3YN/A0.86
Volatility 1Y10.85%11.65%
Max drawdown-15.91%-46.42%

Similar to BAMD and SPYD