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BAMV vs VOOV

Brookstone Value Stock ETF vs Vanguard S&P 500 Value Index Fund ETF Shares

BAMV

Brookstone Value Stock ETF

Annual cost

0.91%

Fund size

$102M

VOOV

Vanguard S&P 500 Value Index Fund ETF Shares

Annual cost

0.07%

Fund size

$6.7B

Key differences

Both BAMV and VOOV are equity ETFs. BAMV charges 0.91% a year and VOOV 0.07%. The main difference: BAMV follows a active selection strategy; VOOV uses index tracking.

  • BAMV follows a active selection strategy; VOOV uses index tracking.
  • VOOV costs 0.84% less per year.
  • VOOV is much larger than BAMV. Larger funds are usually more liquid and less likely to close.
  • VOOV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BAMVVOOV
Annual cost (TER)0.91%0.07%
Fund size (AUM)$102M$6.7B
Since20232010
Dividend yield1.27%1.67%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+15.1%+21.3%
CAGR 3YN/A+16.5%
CAGR 5YN/A+10.8%
Sharpe 3YN/A0.99
Volatility 1Y11.87%9.94%
Max drawdown-14.56%-37.31%

Similar to BAMV and VOOV