BAMA vs SCHD
Brookstone Active ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | BAMA | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.99% | 0.06% | |
| AUM | $50M | $103.7B | |
| Dividend Yield | 1.32% | 3.31% | |
| Holdings | 7 | 104 | |
| YTD Return | +9.23% | +24.26% | |
| 1Y Return | +16.01% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 9.0% | 13.6% | |
| Max Drawdown | -12.3% | -33.4% | |
| Fund Family | Brookstone Asset Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Sep 28, 2023 | Oct 20, 2011 |
BAMA vs SCHD Performance
Brookstone Active ETF (BAMA) is a ETF from Brookstone Asset Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year BAMA returned +16.01% while SCHD returned +31.38%. Year to date, BAMA is up 9.23% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 9.0% for BAMA. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -12.3% for BAMA and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.53. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BAMA charges 0.99% per year while SCHD charges 0.06%. On a $10,000 position that is $99 vs $6 annually, a gap of $93 per year that compounds over a long holding period. On income, BAMA currently yields 1.32% against 3.31% for SCHD.
Holdings Overlap
BAMA and SCHD share 0 holdings out of 103 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BAMA or SCHD?
BAMA has an expense ratio of 0.99% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $93 per year of difference.
Which performed better, BAMA or SCHD?
Over the past year BAMA returned +16.01% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (3 years), BAMA annualized +16.11% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, BAMA or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 9.0% for BAMA. Worst drawdown: BAMA -12.3% vs SCHD -33.4%.
Should I hold both BAMA and SCHD?
BAMA and SCHD have a monthly-return correlation of 0.53, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BAMA and SCHD?
BAMA and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.
Which pays a higher dividend, BAMA or SCHD?
BAMA yields 1.32% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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