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BAMV vs VOO

Brookstone Value Stock ETF vs Vanguard S&P 500 ETF

BAMV

Brookstone Value Stock ETF

Annual cost

0.91%

Fund size

$102M

VOO

Vanguard S&P 500 ETF

Annual cost

0.03%

Fund size

$1.7T

Key differences

Both BAMV and VOO are equity ETFs. BAMV charges 0.91% a year and VOO 0.03%. The main difference: BAMV follows a active selection strategy; VOO uses index tracking.

  • BAMV follows a active selection strategy; VOO uses index tracking.
  • VOO costs 0.88% less per year.
  • VOO is much larger than BAMV. Larger funds are usually more liquid and less likely to close.
  • VOO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BAMVVOO
Annual cost (TER)0.91%0.03%
Fund size (AUM)$102M$1.7T
Since20232010
Dividend yield1.27%1.03%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+15.1%+25.3%
CAGR 3YN/A+22.5%
CAGR 5YN/A+13.5%
Sharpe 3YN/A1.21
Volatility 1Y11.87%12.10%
Max drawdown-14.56%-33.99%

Similar to BAMV and VOO