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KDVD vs BAMA
Keeley Dividend ETF vs Brookstone Active ETF
Key differences
KDVD is an equity ETF, while BAMA is a mixed asset ETF. KDVD charges 0.00% a year and BAMA 0.99%.
- KDVD is an equity fund, while BAMA is a mixed asset fund. They carry different risk/return profiles.
- KDVD costs 0.99% less per year.
- BAMA is much larger than KDVD. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| KDVD | BAMA | |
|---|---|---|
| Annual cost (TER) | 0.00% | 0.99% |
| Fund size (AUM) | $8M | $53M |
| Since | 2025 | 2023 |
| Dividend yield | — | 1.31% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +17.3% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 9.51% |
| Max drawdown | -10.98% | -12.27% |
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