Screener
BAMV vs FIVA
Brookstone Value Stock ETF vs Fidelity International Value Factor ETF
Key differences
Both BAMV and FIVA are equity ETFs. BAMV charges 0.91% a year and FIVA 0.18%. The main difference: BAMV follows a active selection strategy; FIVA uses index tracking.
- BAMV follows a active selection strategy; FIVA uses index tracking.
- BAMV covers North America; FIVA covers global markets excluding the US.
- FIVA costs 0.73% less per year.
- FIVA is much larger than BAMV. Larger funds are usually more liquid and less likely to close.
- FIVA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BAMV | FIVA | |
|---|---|---|
| Annual cost (TER) | 0.91% | 0.18% |
| Fund size (AUM) | $102M | $555M |
| Since | 2023 | 2018 |
| Dividend yield | 1.27% | 2.53% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +15.1% | +32.9% |
| CAGR 3Y | N/A | +23.2% |
| CAGR 5Y | N/A | +12.1% |
| Sharpe 3Y | N/A | 1.22 |
| Volatility 1Y | 11.87% | 15.45% |
| Max drawdown | -14.56% | -39.60% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.