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BAMV vs DFVX

Brookstone Value Stock ETF vs Dimensional US Large Cap Vector ETF

BAMV

Brookstone Value Stock ETF

Annual cost

0.91%

Fund size

$102M

DFVX

Dimensional US Large Cap Vector ETF

Annual cost

0.19%

Fund size

$517M

Key differences

Both BAMV and DFVX are equity ETFs. BAMV charges 0.91% a year and DFVX 0.19%. The main difference: DFVX costs 0.72% less per year.

  • DFVX costs 0.72% less per year.
  • DFVX is much larger than BAMV. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BAMVDFVX
Annual cost (TER)0.91%0.19%
Fund size (AUM)$102M$517M
Since20232023
Dividend yield1.27%1.16%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+15.1%+23.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.87%10.99%
Max drawdown-14.56%-16.71%

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

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