Screener
BAMV vs SVAL
Brookstone Value Stock ETF vs iShares US Small Cap Value Factor ETF
Key differences
Both BAMV and SVAL are equity ETFs. BAMV charges 0.91% a year and SVAL 0.20%. The main difference: BAMV follows a active selection strategy; SVAL uses index tracking.
- BAMV follows a active selection strategy; SVAL uses index tracking.
- SVAL costs 0.71% less per year.
Side-by-side comparison
| BAMV | SVAL | |
|---|---|---|
| Annual cost (TER) | 0.91% | 0.20% |
| Fund size (AUM) | $102M | $187M |
| Since | 2023 | 2020 |
| Dividend yield | 1.27% | 2.26% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +15.1% | +36.6% |
| CAGR 3Y | N/A | +20.0% |
| CAGR 5Y | N/A | +6.7% |
| Sharpe 3Y | N/A | 0.78 |
| Volatility 1Y | 11.87% | 17.89% |
| Max drawdown | -14.56% | -27.44% |
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