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BAMDvsSPVMETF Comparison
Brookstone Dividend Stock ETF (BAMD) belongs to the US High Dividend segment. Invesco S&P 500 Value with Momentum ETF (SPVM) is part of the US Multi-Factor segment. BAMD's top 3 sector exposures are Utilities, Financials and Real Estate. In contrast, SPVM's top sector exposures are Financials, Utilities and Consumer Discretionary. BAMD is more expensive with a Total Expense Ratio (TER) of 0.87%, versus 0.51% for SPVM. BAMD is up 5.04% year-to-date (YTD) with -$6M in YTD flows. SPVM performs worse with 2.19% YTD performance, and +$7M in YTD flows. Run a side-by-side ETF comparison of BAMD and SPVM below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
BAMD vs SPVM performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BAMD SPVM | -3.34%-3.10% | +4.45%+1.88% | +5.04%+2.19% | +2.73%+27.04% | n/a+60.13% | n/a+67.09% |
| Flows | BAMD SPVM | +$319K+$5M | -$5M+$10M | -$6M+$7M | +$7M+$39M | -+$37M | -+$59M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BAMD SPVM | +9.86%+10.76% | +14.62%+16.78% | n/a+14.77% | n/a+17.05% |
| Max drawdown | BAMD SPVM | -4.10%-4.43% | -11.56%-12.29% | n/a-18.65% | n/a-19.48% |
| Max drawdown duration | BAMD SPVM | 17d14d | 308d37d | n/a239d | n/a686d |
BAMD | SPVM | |
Last sale 3/13/2026 at 1:30 PM | $31.23 | $69.02 |
| Previous close 03/12/2026 | $31.14 | $69.25 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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BAMD | SPVM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
BAMD | SPVM | |
|---|---|---|
| Last price | $31.23 | $69.02 |
| 1D performance | +0.29% | -0.33% |
| AuM | $96.12 M | $101.72 M |
| E/R | 0.87% | 0.51% |
BAMD | SPVM | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Brookstone Asset Management | Invesco |
| Benchmark | - | S&P 500 High Momentum Value Index |
| N° of holdings | 29 | 96 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 28, 2023 | June 16, 2011 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the BAMD and SPVM ETFs performed in 2026?
As of March 11, 2026, BAMD is up 5.04% year-to-date (YTD), while SPVM has returned 2.19%. That puts BAMD better performer ahead so far this year.
Which ETF is attracting more investor money: BAMD or SPVM?
Year-to-date, the BAMD ETF saw -$6M in flows, compared to +$7M for SPVM.
Which ETF is more volatile: BAMD or SPVM?
Over the past year, BAMD had a volatility of 14.62%, while SPVM experienced 16.78%.
Which ETF is bigger: BAMD or SPVM?
As of March 11, 2026, BAMD holds $96.12 M in assets under management (AUM), while SPVM manages $101.72 M.
What sectors do the BAMD and SPVM ETFs invest in?
BAMD leans toward sectors like Utilities, Financials and Real Estate. Meanwhile, SPVM focuses on Financials, Utilities and Consumer Discretionary.
What are the top holdings of the BAMD ETF and SPVM ETF?
BAMD top holdings include US, FORD MOTOR and GILEAD SCIENCES. SPVM holds in its top three: CH1300646267, FORD MOTOR and GENERAL MOTORS.
Which ETF is more diversified: BAMD or SPVM?
BAMD holds 29 securities with 55.4% of its assets in the top 15. SPVM has 100 securities and a top 15 weight of 23.6%.
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