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BAMD vs WDIV

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

BAMD

Brookstone Dividend Stock ETF

Annual cost

0.89%

Fund size

$95M

WDIV

State Street SPDR S&P Global Dividend ETF

Annual cost

0.40%

Fund size

$271M

Key differences

Both BAMD and WDIV are equity ETFs. BAMD charges 0.89% a year and WDIV 0.40%. The main difference: BAMD follows a active selection strategy; WDIV uses index tracking.

  • BAMD follows a active selection strategy; WDIV uses index tracking.
  • BAMD covers North America; WDIV covers global markets.
  • WDIV costs 0.49% less per year.
  • WDIV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BAMDWDIV
Annual cost (TER)0.89%0.40%
Fund size (AUM)$95M$271M
Since20232013
Dividend yield3.56%3.99%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1Y+9.4%+20.7%
CAGR 3YN/A+17.9%
CAGR 5YN/A+7.7%
Sharpe 3YN/A1.15
Volatility 1Y10.85%10.25%
Max drawdown-15.91%-42.34%

Similar to BAMD and WDIV