Screener
BAMV vs VIOV
Brookstone Value Stock ETF vs Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares
Key differences
Both BAMV and VIOV are equity ETFs. BAMV charges 0.91% a year and VIOV 0.10%. The main difference: BAMV follows a active selection strategy; VIOV uses index tracking.
- BAMV follows a active selection strategy; VIOV uses index tracking.
- VIOV costs 0.81% less per year.
- VIOV is much larger than BAMV. Larger funds are usually more liquid and less likely to close.
- VIOV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BAMV | VIOV | |
|---|---|---|
| Annual cost (TER) | 0.91% | 0.10% |
| Fund size (AUM) | $102M | $1.9B |
| Since | 2023 | 2010 |
| Dividend yield | 1.27% | 1.59% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +15.1% | +36.8% |
| CAGR 3Y | N/A | +16.1% |
| CAGR 5Y | N/A | +6.0% |
| Sharpe 3Y | N/A | 0.64 |
| Volatility 1Y | 11.87% | 18.44% |
| Max drawdown | -14.56% | -47.36% |
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