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BAMVvsSCHVETF Comparison
Brookstone Value Stock ETF (BAMV) and Schwab U.S. Large-Cap Value ETF (SCHV) belong to the same industry segment: US Large Cap Value. BAMV's top 3 sector exposures are Information Technology, Health Care and Industrials. In contrast, SCHV's top sector exposures are Financials, Information Technology and Industrials. BAMV is more expensive with a Total Expense Ratio (TER) of 0.89%, versus 0.04% for SCHV. BAMV is up 1.16% year-to-date (YTD) with -$3M in YTD flows. SCHV performs better with 4.87% YTD performance, and +$162M in YTD flows. Run a side-by-side ETF comparison of BAMV and SCHV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
BAMV vs SCHV performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BAMV SCHV | -3.05%-3.63% | +0.38%+4.11% | +1.16%+4.87% | +5.64%+21.05% | n/a+57.48% | n/a+61.32% |
| Flows | BAMV SCHV | -$2M+$153M | -$2M+$211M | -$3M+$162M | +$5M+$1.02B | -+$1.12B | -+$1.85B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BAMV SCHV | +11.28%+10.96% | +16.60%+15.48% | n/a+12.85% | n/a+14.50% |
| Max drawdown | BAMV SCHV | -3.08%-3.71% | -13.12%-11.95% | n/a-15.13% | n/a-19.73% |
| Max drawdown duration | BAMV SCHV | 30d13d | 94d51d | n/a208d | n/a752d |
BAMV | SCHV | |
Last sale 3/11/2026 at 1:30 PM | $32.69 | $31.04 |
| Previous close 03/11/2026 | $32.73 | $31.09 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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BAMV | SCHV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
BAMV | SCHV | |
|---|---|---|
| Last price | $32.69 | $31.04 |
| 1D performance | -0.12% | -0.16% |
| AuM | $95.90 M | $15.07 B |
| E/R | 0.89% | 0.04% |
BAMV | SCHV | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Brookstone Asset Management | Schwab ETFs |
| Benchmark | - | Dow Jones U.S. Large-Cap Value Total Stock Market Index |
| N° of holdings | 30 | 520 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 27, 2023 | December 11, 2009 |
| 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 BAMV and SCHV ETFs performed in 2026?
As of March 10, 2026, BAMV is up 1.16% year-to-date (YTD), while SCHV has returned 4.87%. That puts SCHV better performer ahead so far this year.
Which ETF is attracting more investor money: BAMV or SCHV?
Year-to-date, the BAMV ETF saw -$3M in flows, compared to +$162M for SCHV.
Which ETF is more volatile: BAMV or SCHV?
Over the past year, BAMV had a volatility of 16.6%, while SCHV experienced 15.48%.
Which ETF is bigger: BAMV or SCHV?
As of March 10, 2026, BAMV holds $95.90 M in assets under management (AUM), while SCHV manages $15.07 B.
What sectors do the BAMV and SCHV ETFs invest in?
BAMV leans toward sectors like Information Technology, Health Care and Industrials. Meanwhile, SCHV focuses on Financials, Information Technology and Industrials.
What are the top holdings of the BAMV ETF and SCHV ETF?
BAMV top holdings include LOCKHEED MARTIN, ADVANCED MICRO DEVICES and JOHNSON&JOHNSON. SCHV holds in its top three: BERKSHIRE HATHWAY, JPMORGAN CHASE and EXXON.
Which ETF is more diversified: BAMV or SCHV?
BAMV holds 30 securities with 57.88% of its assets in the top 15. SCHV has 553 securities and a top 15 weight of 24.14%.
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