Screener
PSET vs BAMD
Principal Quality ETF vs Brookstone Dividend Stock ETF
Key differences
Both PSET and BAMD are equity ETFs. PSET charges 0.15% a year and BAMD 0.89%. The main difference: PSET costs 0.74% less per year.
- PSET costs 0.74% less per year.
- BAMD is much larger than PSET. Larger funds are usually more liquid and less likely to close.
- PSET has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PSET | BAMD | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.89% |
| Fund size (AUM) | $29M | $95M |
| Since | 2016 | 2023 |
| Dividend yield | 0.62% | 3.56% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +6.3% | +9.4% |
| CAGR 3Y | +13.4% | N/A |
| CAGR 5Y | +8.8% | N/A |
| Sharpe 3Y | 0.63 | N/A |
| Volatility 1Y | 12.79% | 10.85% |
| Max drawdown | -34.74% | -15.91% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.