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BAMV vs DCOR

Brookstone Value Stock ETF vs Dimensional US Core Equity 1 ETF

BAMV

Brookstone Value Stock ETF

Annual cost

0.91%

Fund size

$102M

DCOR

Dimensional US Core Equity 1 ETF

Annual cost

0.14%

Fund size

$3.1B

Key differences

BAMV is an equity ETF, while DCOR is an alternative ETF. BAMV charges 0.91% a year and DCOR 0.14%.

  • BAMV is an equity fund, while DCOR is an alternative fund. They carry different risk/return profiles.
  • BAMV follows a active selection strategy; DCOR uses multi strategy.
  • DCOR costs 0.77% less per year.
  • DCOR is much larger than BAMV. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BAMVDCOR
Annual cost (TER)0.91%0.14%
Fund size (AUM)$102M$3.1B
Since20232023
Dividend yield1.27%0.91%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionmulti strategy
CAGR 1Y+15.1%+25.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.87%12.09%
Max drawdown-14.56%-19.10%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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