BAMO vs VOO
Brookstone Opportunities ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BAMO | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 1.06% | 0.03% | |
| AUM | $46M | $979.0B | |
| Dividend Yield | 1.45% | 1.09% | |
| Holdings | 6 | 509 | |
| YTD Return | +8.20% | +14.48% | |
| 1Y Return | +13.08% | +22.02% | |
| 3Y Return (annualized) | - | +21.80% | |
| 5Y Return (annualized) | - | +13.36% | |
| Volatility (annualized) | 7.5% | 14.2% | |
| Max Drawdown | -12.7% | -34.3% | |
| Fund Family | Brookstone Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 28, 2023 | Sep 7, 2010 |
BAMO vs VOO Performance
Brookstone Opportunities ETF (BAMO) is a ETF from Brookstone Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BAMO returned +13.08% while VOO returned +22.02%. Year to date, BAMO is up 8.20% versus a gain of 14.48% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 7.5% 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 -34.3% for VOO. 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 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BAMO charges 1.06% per year while VOO charges 0.03%. On a $10,000 position that is $106 vs $3 annually, a gap of $103 per year that compounds over a long holding period. On income, BAMO currently yields 1.45% against 1.09% for VOO.
Holdings Overlap
BAMO and VOO share 0 holdings out of 510 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, BAMO or VOO?
BAMO has an expense ratio of 1.06% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $103 per year of difference.
Which performed better, BAMO or VOO?
Over the past year BAMO returned +13.08% vs +22.02% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), BAMO annualized +14.06% vs +13.61% for VOO. Past performance does not guarantee future results.
Which is riskier, BAMO or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 7.5% for BAMO. Worst drawdown: BAMO -12.7% vs VOO -34.3%.
Should I hold both BAMO and VOO?
BAMO and VOO have a monthly-return correlation of 0.98, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between BAMO and VOO?
BAMO and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 510 unique securities.
Which pays a higher dividend, BAMO or VOO?
BAMO yields 1.45% while VOO yields 1.09%, so BAMO currently pays the higher dividend yield.
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