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BAMD vs XUDV

Brookstone Dividend Stock ETF vs Franklin U.S. Dividend Booster Index ETF

BAMD

Brookstone Dividend Stock ETF

Annual cost

0.89%

Fund size

$95M

XUDV

Franklin U.S. Dividend Booster Index ETF

Annual cost

0.09%

Fund size

$67M

Key differences

Both BAMD and XUDV are equity ETFs. BAMD charges 0.89% a year and XUDV 0.09%. The main difference: BAMD follows a active selection strategy; XUDV uses index tracking.

  • BAMD follows a active selection strategy; XUDV uses index tracking.
  • XUDV costs 0.80% less per year.

Side-by-side comparison

BAMDXUDV
Annual cost (TER)0.89%0.09%
Fund size (AUM)$95M$67M
Since20232025
Dividend yield3.56%3.42%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+9.4%+30.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y10.85%12.32%
Max drawdown-15.91%-15.99%

Similar to BAMD and XUDV