Screener
BAMV vs ISCV
Brookstone Value Stock ETF vs iShares Morningstar Small-Cap Value ETF
Key differences
Both BAMV and ISCV are equity ETFs. BAMV charges 0.91% a year and ISCV 0.06%. The main difference: BAMV follows a active selection strategy; ISCV uses index tracking.
- BAMV follows a active selection strategy; ISCV uses index tracking.
- ISCV costs 0.85% less per year.
- ISCV is much larger than BAMV. Larger funds are usually more liquid and less likely to close.
- ISCV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BAMV | ISCV | |
|---|---|---|
| Annual cost (TER) | 0.91% | 0.06% |
| Fund size (AUM) | $102M | $659M |
| Since | 2023 | 2004 |
| Dividend yield | 1.27% | 1.88% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +15.1% | +28.2% |
| CAGR 3Y | N/A | +17.3% |
| CAGR 5Y | N/A | +6.7% |
| Sharpe 3Y | N/A | 0.73 |
| Volatility 1Y | 11.87% | 16.30% |
| Max drawdown | -14.56% | -51.56% |
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