BAMY vs VXUS
BAMY vs VXUS
Brookstone Yield 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 | BAMY | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 1.46% | 0.05% | |
| AUM | $44M | $156.5B | |
| Dividend Yield | 6.97% | 2.60% | |
| Holdings | 6 | 8,747 | |
| YTD Return | +0.42% | +14.57% | |
| 1Y Return | +6.52% | +27.82% | |
| 3Y Return (annualized) | - | +19.27% | |
| 5Y Return (annualized) | - | +9.28% | |
| Volatility (annualized) | 4.8% | 15.1% | |
| Max Drawdown | -6.0% | -39.9% | |
| Fund Family | Brookstone Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 28, 2023 | Jan 26, 2011 |
BAMY vs VXUS Performance
Brookstone Yield ETF (BAMY) is a ETF from Brookstone Asset Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year BAMY returned +6.52% while VXUS returned +27.82%. Year to date, BAMY is up 0.42% 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 4.8% for BAMY. 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 -6.0% for BAMY 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BAMY charges 1.46% per year while VXUS charges 0.05%. On a $10,000 position that is $146 vs $5 annually, a gap of $141 per year that compounds over a long holding period. On income, BAMY currently yields 6.97% against 2.60% for VXUS.
Holdings Overlap
BAMY and VXUS share 0 holdings out of 7865 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, BAMY or VXUS?
BAMY has an expense ratio of 1.46% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $141 per year of difference.
Which performed better, BAMY or VXUS?
Over the past year BAMY returned +6.52% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (3 years), BAMY annualized +10.20% vs +4.86% for VXUS. Past performance does not guarantee future results.
Which is riskier, BAMY or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 4.8% for BAMY. Worst drawdown: BAMY -6.0% vs VXUS -39.9%.
Should I hold both BAMY and VXUS?
BAMY and VXUS have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BAMY and VXUS?
BAMY and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7865 unique securities.
Which pays a higher dividend, BAMY or VXUS?
BAMY yields 6.97% while VXUS yields 2.60%, so BAMY currently pays the higher dividend yield.
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