Brookstone Value Stock ETF

BAMV

Market cap $96.8M

BAMV is an actively managed fund comprised of 30 U.S. stocks chosen based on market cap, reputation, value, growth, relevance to investors, and third-party financial ratings. I compared BAMV to four active and passive large-cap value ETF peers to see if they offered a similarly attractive factor mix to save on BAMV's 0.95% expense ratio. Surprisingly, I found BAMV's peers were just as strong on the value factor while offering better sales growth, earnings growth, and quality metrics, even after adjusting for sector composition differences.

Failing to beat estimates for both revenue and estimates, ongoing geopolitical challenges continue to add to Starbuck's problems. Look into ETFs to monitor the coffee chain.