BAMO vs VYM
Brookstone Opportunities 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 | BAMO | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.06% | 0.04% | |
| AUM | $46M | $79.0B | |
| Dividend Yield | 1.45% | 2.86% | |
| Holdings | 6 | 568 | |
| YTD Return | +7.85% | +16.53% | |
| 1Y Return | +13.16% | +25.03% | |
| 3Y Return (annualized) | - | +18.54% | |
| 5Y Return (annualized) | - | +12.25% | |
| Volatility (annualized) | 7.5% | 14.6% | |
| Max Drawdown | -12.7% | -58.8% | |
| Fund Family | Brookstone Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 28, 2023 | Nov 10, 2006 |
BAMO vs VYM Performance
Brookstone Opportunities ETF (BAMO) is a ETF from Brookstone Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BAMO returned +13.16% while VYM returned +25.03%. Year to date, BAMO is up 7.85% versus a gain of 16.53% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -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 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BAMO charges 1.06% per year while VYM charges 0.04%. On a $10,000 position that is $106 vs $4 annually, a gap of $102 per year that compounds over a long holding period. On income, BAMO currently yields 1.45% against 2.86% for VYM.
Holdings Overlap
BAMO and VYM share 0 holdings out of 563 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 VYM?
BAMO has an expense ratio of 1.06% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $102 per year of difference.
Which performed better, BAMO or VYM?
Over the past year BAMO returned +13.16% vs +25.03% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), BAMO annualized +13.94% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, BAMO or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 7.5% for BAMO. Worst drawdown: BAMO -12.7% vs VYM -58.8%.
Should I hold both BAMO and VYM?
BAMO and VYM have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BAMO and VYM?
BAMO and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 563 unique securities.
Which pays a higher dividend, BAMO or VYM?
BAMO yields 1.45% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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