BAMG vs SCHD
Brookstone Growth Stock ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns.
Side-by-Side Comparison
| Metric | BAMG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.89% | 0.06% | |
| AUM | $124M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 101 | 104 | |
| YTD Return | +11.75% | +25.62% | |
| 1Y Return | +25.14% | +32.62% | |
| 3Y Return (annualized) | - | +15.58% | |
| 5Y Return (annualized) | - | +9.63% | |
| Volatility (annualized) | 15.3% | 13.6% | |
| Max Drawdown | -21.0% | -33.4% | |
| Fund Family | Brookstone Asset Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Sep 27, 2023 | Oct 20, 2011 |
BAMG vs SCHD Performance
Brookstone Growth Stock ETF (BAMG) is a ETF from Brookstone Asset Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year BAMG returned +25.14% while SCHD returned +32.62%. Year to date, BAMG is up 11.75% versus a gain of 25.62% for SCHD.
Risk: Volatility and Drawdowns
BAMG has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 13.6% for SCHD. 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 -21.0% for BAMG and -33.4% for SCHD. 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 0.29. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BAMG charges 0.89% per year while SCHD charges 0.06%. On a $10,000 position that is $89 vs $6 annually, a gap of $83 per year that compounds over a long holding period. On income, BAMG currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
BAMG and SCHD share 8 holdings out of 192 unique holdings combined, representing a 7.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BAMG or SCHD?
BAMG has an expense ratio of 0.89% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $83 per year of difference.
Which performed better, BAMG or SCHD?
Over the past year BAMG returned +25.14% vs +32.62% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (3 years), BAMG annualized +22.93% vs +11.47% for SCHD. Past performance does not guarantee future results.
Which is riskier, BAMG or SCHD?
BAMG has been the more volatile fund at 15.3% annualized versus 13.6% for SCHD. Worst drawdown: BAMG -21.0% vs SCHD -33.4%.
Should I hold both BAMG and SCHD?
BAMG and SCHD have a monthly-return correlation of 0.29, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BAMG and SCHD?
BAMG and SCHD share 8 common holdings with a 7.9% weight overlap. Combined, they hold 192 unique securities.
Which pays a higher dividend, BAMG or SCHD?
BAMG yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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