BAMB vs VYM
Brookstone Intermediate Bond 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 | BAMB | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.03% | 0.04% | |
| AUM | $58M | $79.0B | |
| Dividend Yield | 2.94% | 2.86% | |
| Holdings | 7 | 568 | |
| YTD Return | -1.88% | +16.16% | |
| 1Y Return | -0.16% | +26.05% | |
| 3Y Return (annualized) | - | +18.43% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 3.8% | 14.6% | |
| Max Drawdown | -4.5% | -58.8% | |
| Fund Family | Brookstone Asset Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Sep 27, 2023 | Nov 10, 2006 |
BAMB vs VYM Performance
Brookstone Intermediate Bond ETF (BAMB) is a ETF from Brookstone Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BAMB returned -0.16% while VYM returned +26.05%. Year to date, BAMB is down 1.88% versus a gain of 16.16% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -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 0.45. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BAMB charges 1.03% per year while VYM charges 0.04%. On a $10,000 position that is $103 vs $4 annually, a gap of $99 per year that compounds over a long holding period. On income, BAMB currently yields 2.94% against 2.86% for VYM.
Holdings Overlap
BAMB and VYM share 0 holdings out of 562 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 VYM?
BAMB has an expense ratio of 1.03% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $99 per year of difference.
Which performed better, BAMB or VYM?
Over the past year BAMB returned -0.16% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), BAMB annualized +3.47% vs +7.09% for VYM. Past performance does not guarantee future results.
Which is riskier, BAMB or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 3.8% for BAMB. Worst drawdown: BAMB -4.5% vs VYM -58.8%.
Should I hold both BAMB and VYM?
BAMB and VYM have a monthly-return correlation of 0.45, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BAMB and VYM?
BAMB and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 562 unique securities.
Which pays a higher dividend, BAMB or VYM?
BAMB yields 2.94% while VYM yields 2.86%, so BAMB currently pays the higher dividend yield.
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