Screener
BAMV vs DFAT
Brookstone Value Stock ETF vs Dimensional U.S. Targeted Value ETF
Key differences
Both BAMV and DFAT are equity ETFs. BAMV charges 0.91% a year and DFAT 0.28%. The main difference: DFAT costs 0.63% less per year.
- DFAT costs 0.63% less per year.
- DFAT is much larger than BAMV. Larger funds are usually more liquid and less likely to close.
- DFAT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BAMV | DFAT | |
|---|---|---|
| Annual cost (TER) | 0.91% | 0.28% |
| Fund size (AUM) | $102M | $13.7B |
| Since | 2023 | 1998 |
| Dividend yield | 1.27% | 1.45% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +15.1% | +30.6% |
| CAGR 3Y | N/A | +18.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.77 |
| Volatility 1Y | 11.87% | 16.74% |
| Max drawdown | -14.56% | -26.12% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.