BAMD vs VYM
BAMD vs VYM
Brookstone Dividend Stock 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 | BAMD | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.89% | 0.04% | |
| AUM | $98M | $79.0B | |
| Dividend Yield | 3.50% | 2.86% | |
| Holdings | 98 | 568 | |
| YTD Return | +14.63% | +15.80% | |
| 1Y Return | +14.63% | +26.12% | |
| 3Y Return (annualized) | - | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | 12.7% | 14.6% | |
| Max Drawdown | -15.9% | -58.8% | |
| Fund Family | Brookstone Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 28, 2023 | Nov 10, 2006 |
BAMD vs VYM Performance
Brookstone Dividend Stock ETF (BAMD) is a ETF from Brookstone Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BAMD returned +14.63% while VYM returned +26.12%. Year to date, BAMD is up 14.63% versus a gain of 15.80% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -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 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BAMD charges 0.89% per year while VYM charges 0.04%. On a $10,000 position that is $89 vs $4 annually, a gap of $85 per year that compounds over a long holding period. On income, BAMD currently yields 3.50% against 2.86% for VYM.
Holdings Overlap
BAMD and VYM share 73 holdings out of 582 unique holdings combined, representing a 21.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BAMD | Weight in VYM | Difference |
|---|---|---|---|
| JPM:US | 4.82% | 3.36% | 1.46% |
| PG | 3.95% | 1.72% | 2.23% |
| PEP | 4.43% | 1.02% | 3.41% |
| BX | Pro | Pro | Pro |
| PAYX | Pro | Pro | Pro |
| ES | Pro | Pro | Pro |
| EIX | Pro | Pro | Pro |
| OKE | Pro | Pro | Pro |
| PM | Pro | Pro | Pro |
| VNOM | Pro | Pro | Pro |
See all 10 holdings BAMD shares with VYM Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, BAMD or VYM?
BAMD has an expense ratio of 0.89% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $85 per year of difference.
Which performed better, BAMD or VYM?
Over the past year BAMD returned +14.63% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), BAMD annualized +15.44% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, BAMD or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 12.7% for BAMD. Worst drawdown: BAMD -15.9% vs VYM -58.8%.
Should I hold both BAMD and VYM?
BAMD and VYM have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BAMD and VYM?
BAMD and VYM share 73 common holdings with a 21.9% weight overlap. Combined, they hold 582 unique securities.
Which pays a higher dividend, BAMD or VYM?
BAMD yields 3.50% while VYM yields 2.86%, so BAMD currently pays the higher dividend yield.
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