BAMD vs VXUS
BAMD vs VXUS
Brookstone Dividend Stock ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.
Side-by-Side Comparison
| Metric | BAMD | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.89% | 0.05% | |
| AUM | $98M | $156.5B | |
| Dividend Yield | 3.50% | 2.60% | |
| Holdings | 98 | 8,747 | |
| YTD Return | +14.63% | +14.57% | |
| 1Y Return | +14.63% | +27.82% | |
| 3Y Return (annualized) | - | +19.27% | |
| 5Y Return (annualized) | - | +9.28% | |
| Volatility (annualized) | 12.7% | 15.1% | |
| Max Drawdown | -15.9% | -39.9% | |
| Fund Family | Brookstone Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 28, 2023 | Jan 26, 2011 |
BAMD vs VXUS Performance
Brookstone Dividend Stock ETF (BAMD) is a ETF from Brookstone Asset Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year BAMD returned +14.63% while VXUS returned +27.82%. Year to date, BAMD is up 14.63% versus a gain of 14.57% for VXUS.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.7% for BAMD. 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 -15.9% for BAMD and -39.9% for VXUS. 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BAMD charges 0.89% per year while VXUS charges 0.05%. On a $10,000 position that is $89 vs $5 annually, a gap of $84 per year that compounds over a long holding period. On income, BAMD currently yields 3.50% against 2.60% for VXUS.
Holdings Overlap
BAMD and VXUS share 2 holdings out of 7956 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BAMD or VXUS?
BAMD has an expense ratio of 0.89% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $84 per year of difference.
Which performed better, BAMD or VXUS?
Over the past year BAMD returned +14.63% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (3 years), BAMD annualized +15.44% vs +4.86% for VXUS. Past performance does not guarantee future results.
Which is riskier, BAMD or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 12.7% for BAMD. Worst drawdown: BAMD -15.9% vs VXUS -39.9%.
Should I hold both BAMD and VXUS?
BAMD and VXUS have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BAMD and VXUS?
BAMD and VXUS share 2 common holdings with a 0.1% weight overlap. Combined, they hold 7956 unique securities.
Which pays a higher dividend, BAMD or VXUS?
BAMD yields 3.50% while VXUS yields 2.60%, so BAMD currently pays the higher dividend yield.
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