BAMB vs VOO
Brookstone Intermediate Bond ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BAMB | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 1.03% | 0.03% | |
| AUM | $58M | $979.0B | |
| Dividend Yield | 2.94% | 1.09% | |
| Holdings | 7 | 509 | |
| YTD Return | -1.80% | +13.72% | |
| 1Y Return | -0.09% | +21.63% | |
| 3Y Return (annualized) | - | +21.55% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | 3.8% | 14.1% | |
| Max Drawdown | -4.5% | -34.3% | |
| Fund Family | Brookstone Asset Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Sep 27, 2023 | Sep 7, 2010 |
BAMB vs VOO Performance
Brookstone Intermediate Bond ETF (BAMB) is a ETF from Brookstone Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BAMB returned -0.09% while VOO returned +21.63%. Year to date, BAMB is down 1.80% versus a gain of 13.72% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% 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 -34.3% for VOO. 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 VOO 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 VOO.
Holdings Overlap
BAMB and VOO 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 VOO?
BAMB has an expense ratio of 1.03% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $100 per year of difference.
Which performed better, BAMB or VOO?
Over the past year BAMB returned -0.09% vs +21.63% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), BAMB annualized +3.49% vs +13.56% for VOO. Past performance does not guarantee future results.
Which is riskier, BAMB or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 3.8% for BAMB. Worst drawdown: BAMB -4.5% vs VOO -34.3%.
Should I hold both BAMB and VOO?
BAMB and VOO 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 VOO?
BAMB and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, BAMB or VOO?
BAMB yields 2.94% while VOO yields 1.09%, so BAMB currently pays the higher dividend yield.
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