BAMO vs SCHD
Brookstone Opportunities ETF vs Schwab US Dividend Equity ETF
Which is better, BAMO or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BAMO | SCHD |
|---|---|---|
| Expense Ratio | 1.06% | 0.06%Best |
| AUM | $46M | $112.1B |
| Dividend Yield | 1.36% | 3.00% |
| Holdings | 7 | 103 |
| YTD Return | +7.02% | +23.68%Best |
| 1Y Return | +9.88% | +28.36%Best |
| 3Y Return (annualized) | +13.09% | +16.20%Best |
| 5Y Return (annualized) | - | +10.07% |
| Volatility (annualized) | 7.4%Best | 13.3% |
| Max Drawdown | -12.7%Best | -16.1% |
| $10,000 over 3 years | $14,463 | $15,816Best |
| Top 10 Weight | - | 41.8% |
| Fund Family | Brookstone Asset Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Sep 28, 2023 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Sep 28, 2023 to Sep 22, 2026 (3 years).
BAMO vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3 years both funds cover.
BAMO vs SCHD Performance
Brookstone Opportunities ETF (BAMO) is an ETF from Brookstone Asset Management and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year BAMO returned +9.88% while SCHD returned +28.36%. Year to date, BAMO is up 7.02% versus a gain of 23.68% for SCHD.
Over three years, BAMO compounded at +13.09% per year against +16.20% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.3% compared with 7.4% for BAMO. 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 -12.7% for BAMO and -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.52. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BAMO charges 1.06% per year while SCHD charges 0.06%. On a $10,000 position that is $106 vs $6 annually, a gap of $100 per year that compounds over a long holding period. On income, BAMO currently yields 1.36% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 5 holdings in BAMO and 100 in SCHD, totalling 99.6% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 5 positions we hold weights for in BAMO and 100 in SCHD, against full books of 7 and 103.
What only one of them owns
Our book lists 99 positions for SCHD that do not appear in our book for BAMO (99.9% of the fund), and 5 for BAMO that do not appear in SCHD (99.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of BAMO and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BAMO or SCHD?
BAMO has an expense ratio of 1.06% while SCHD charges 0.06%. SCHD is the cheaper option, by $100 a year on a $10,000 investment.
Which performed better, BAMO or SCHD?
Over the past year BAMO returned +9.88% vs +28.36% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BAMO or SCHD?
SCHD has been the more volatile fund at 13.3% annualized versus 7.4% for BAMO. Worst drawdown: BAMO -12.7% vs SCHD -16.1%.
Should I hold both BAMO and SCHD?
BAMO and SCHD have a monthly-return correlation of 0.52, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BAMO or SCHD?
BAMO yields 1.36% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than BAMO?
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.