BAMB vs IVV
Brookstone Intermediate Bond ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BAMB | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 1.03% | 0.03% | |
| AUM | $58M | $865.2B | |
| Dividend Yield | 2.94% | 1.09% | |
| Holdings | 7 | 508 | |
| YTD Return | -1.50% | +14.50% | |
| 1Y Return | -0.03% | +22.02% | |
| 3Y Return (annualized) | - | +21.80% | |
| 5Y Return (annualized) | - | +13.37% | |
| Volatility (annualized) | 3.8% | 15.1% | |
| Max Drawdown | -4.5% | -56.5% | |
| Fund Family | Brookstone Asset Management | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Sep 27, 2023 | May 15, 2000 |
BAMB vs IVV Performance
Brookstone Intermediate Bond ETF (BAMB) is a ETF from Brookstone Asset Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BAMB returned -0.03% while IVV returned +22.02%. Year to date, BAMB is down 1.50% versus a gain of 14.50% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 3.8% for BAMB. 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 -4.5% for BAMB and -56.5% for IVV. 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 0.24. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BAMB charges 1.03% per year while IVV charges 0.03%. On a $10,000 position that is $103 vs $3 annually, a gap of $100 per year that compounds over a long holding period. On income, BAMB currently yields 2.94% against 1.09% for IVV.
Holdings Overlap
BAMB and IVV share 0 holdings out of 509 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, BAMB or IVV?
BAMB has an expense ratio of 1.03% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $100 per year of difference.
Which performed better, BAMB or IVV?
Over the past year BAMB returned -0.03% vs +22.02% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (3 years), BAMB annualized +3.60% vs +7.07% for IVV. Past performance does not guarantee future results.
Which is riskier, BAMB or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 3.8% for BAMB. Worst drawdown: BAMB -4.5% vs IVV -56.5%.
Should I hold both BAMB and IVV?
BAMB and IVV have a monthly-return correlation of 0.24, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BAMB and IVV?
BAMB and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, BAMB or IVV?
BAMB yields 2.94% while IVV yields 1.09%, so BAMB currently pays the higher dividend yield.
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