BAMA vs VYM
Brookstone Active ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | BAMA | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.99% | 0.04% | |
| AUM | $50M | $79.0B | |
| Dividend Yield | 1.32% | 2.86% | |
| Holdings | 7 | 568 | |
| YTD Return | +8.93% | +16.10% | |
| 1Y Return | +15.49% | +25.99% | |
| 3Y Return (annualized) | - | +18.29% | |
| 5Y Return (annualized) | - | +12.35% | |
| Volatility (annualized) | 9.0% | 14.6% | |
| Max Drawdown | -12.3% | -58.8% | |
| Fund Family | Brookstone Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 28, 2023 | Nov 10, 2006 |
BAMA vs VYM Performance
Brookstone Active ETF (BAMA) is a ETF from Brookstone Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BAMA returned +15.49% while VYM returned +25.99%. Year to date, BAMA is up 8.93% versus a gain of 16.10% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BAMA charges 0.99% per year while VYM charges 0.04%. On a $10,000 position that is $99 vs $4 annually, a gap of $95 per year that compounds over a long holding period. On income, BAMA currently yields 1.32% against 2.86% for VYM.
Holdings Overlap
BAMA and VYM share 0 holdings out of 561 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 VYM?
BAMA has an expense ratio of 0.99% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $95 per year of difference.
Which performed better, BAMA or VYM?
Over the past year BAMA returned +15.49% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), BAMA annualized +15.95% vs +7.08% for VYM. Past performance does not guarantee future results.
Which is riskier, BAMA or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 9.0% for BAMA. Worst drawdown: BAMA -12.3% vs VYM -58.8%.
Should I hold both BAMA and VYM?
BAMA and VYM have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BAMA and VYM?
BAMA and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 561 unique securities.
Which pays a higher dividend, BAMA or VYM?
BAMA yields 1.32% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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