BAMO vs VXUS
Brookstone Opportunities 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 | BAMO | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 1.06% | 0.05% | |
| AUM | $46M | $156.5B | |
| Dividend Yield | 1.45% | 2.60% | |
| Holdings | 6 | 8,747 | |
| YTD Return | +8.01% | +14.57% | |
| 1Y Return | +13.94% | +27.82% | |
| 3Y Return (annualized) | - | +19.27% | |
| 5Y Return (annualized) | - | +9.28% | |
| Volatility (annualized) | 7.5% | 15.1% | |
| Max Drawdown | -12.7% | -39.9% | |
| Fund Family | Brookstone Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 28, 2023 | Jan 26, 2011 |
BAMO vs VXUS Performance
Brookstone Opportunities ETF (BAMO) is a ETF from Brookstone Asset Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year BAMO returned +13.94% while VXUS returned +27.82%. Year to date, BAMO is up 8.01% 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 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 -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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BAMO charges 1.06% per year while VXUS charges 0.05%. On a $10,000 position that is $106 vs $5 annually, a gap of $101 per year that compounds over a long holding period. On income, BAMO currently yields 1.45% against 2.60% for VXUS.
Holdings Overlap
BAMO and VXUS share 0 holdings out of 7866 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 VXUS?
BAMO has an expense ratio of 1.06% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $101 per year of difference.
Which performed better, BAMO or VXUS?
Over the past year BAMO returned +13.94% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (3 years), BAMO annualized +14.08% vs +4.86% for VXUS. Past performance does not guarantee future results.
Which is riskier, BAMO or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 7.5% for BAMO. Worst drawdown: BAMO -12.7% vs VXUS -39.9%.
Should I hold both BAMO and VXUS?
BAMO and VXUS have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BAMO and VXUS?
BAMO and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7866 unique securities.
Which pays a higher dividend, BAMO or VXUS?
BAMO yields 1.45% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.
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