BAMB vs VTI
Brookstone Intermediate Bond ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | BAMB | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 1.03% | 0.03% | |
| AUM | $58M | $666.9B | |
| Dividend Yield | 2.97% | 1.07% | |
| Holdings | 7 | 3,543 | |
| YTD Return | -1.75% | +12.65% | |
| 1Y Return | -0.13% | +21.39% | |
| 3Y Return (annualized) | +3.49% | +21.54% | |
| 5Y Return (annualized) | - | +12.11% | |
| Volatility (annualized) | 3.8% | 15.3% | |
| Max Drawdown | -4.5% | -56.6% | |
| Fund Family | Brookstone Asset Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Sep 27, 2023 | May 24, 2001 |
BAMB vs VTI Performance
Brookstone Intermediate Bond ETF (BAMB) is a ETF from Brookstone Asset Management and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year BAMB returned -0.13% while VTI returned +21.39%. Year to date, BAMB is down 1.75% versus a gain of 12.65% for VTI.
Over three years, BAMB compounded at +3.49% per year against +21.54% for VTI. Across the full 3-year window we track, VTI has the edge at +8.07% annualized vs +3.49%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% 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 -56.6% for VTI. 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 0.25. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BAMB charges 1.03% per year while VTI 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 2.97% against 1.07% for VTI.
Holdings Overlap
BAMB and VTI share 0 holdings out of 2791 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 VTI?
BAMB has an expense ratio of 1.03% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $100 per year of difference.
Which performed better, BAMB or VTI?
Over the past year BAMB returned -0.13% vs +21.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (3 years), BAMB annualized +3.49% vs +8.07% for VTI. Past performance does not guarantee future results.
Which is riskier, BAMB or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 3.8% for BAMB. Worst drawdown: BAMB -4.5% vs VTI -56.6%.
Should I hold both BAMB and VTI?
BAMB and VTI have a monthly-return correlation of 0.25, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BAMB and VTI?
BAMB and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2791 unique securities.
Which pays a higher dividend, BAMB or VTI?
BAMB yields 2.97% while VTI yields 1.07%, so BAMB currently pays the higher dividend yield.
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