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This actively managed ETF typically directs a minimum of 80% of its total capital (including any borrowed funds) into U.S. stocks and exchange-traded funds that generate income. Its portfolio generally holds around 30 carefully chosen, high-quality dividend-paying companies. These companies are selected because their shares are either undervalued according to their fundamental worth or are reasonably priced.
Is BAMD's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
Brookstone Dividend Stock ETF offers an attractive 4.21% trailing dividend yield, but its excessive 0.95% expense ratio ruins what could be a viable option for high-income investors. BAMD's annual financials reveal 18% of the fund's total investment income was diverted to expenses, a substantial amount compared to alternatives like SPYD, HDV, DHS, and SCHD. My analysis revealed poor dividend growth and safety features. The dividend payout ratio is 70%, and its constituents only increased dividends by an annualized 3.78% over the last five years.
It was another strong week for launches, with 21 new ETFs added to the industry count. That number includes funds from Capital Group, Dimensional, American Century, BlackRock, J.P.