HIDV ranks 2nd and BAMD 32nd of 40 funds in the US Active Dividend Income Category.
BAMD vs HIDV
HIDV −0.52pt a year
0.87%0.35%
BAMD 1.6×the volume
11.4K7.06K
HIDV +6.5pt
+16.6%+23.1%
BAMD vs HIDV Performance
+20.7%+15.7%
- BAMD 0.87%
- HIDV 0.35%, better
- BAMD $102M
- HIDV $207M
- BAMD +20.7%, better
- HIDV +15.7%
- BAMD 3.26%, better
- HIDV 2.54%
- BAMD 101
- HIDV 109
- BAMD 11.4K sh, better
- HIDV 7.06K sh
- BAMD $34.91
- HIDV $89.59
ETF.net Grade
| Pillar | BAMD | HIDV |
|---|---|---|
| Cost | F5 | A91Higher |
| Mission | A80 | |
| Risk | C48Higher | D31 |
| Tradability | A77 | A82Higher |
| Holdings | D35 | B69Higher |
| Durability | B65 | A79Higher |
Rank among US Active Dividend Income funds
Same Category. BAMD and HIDV are both graded against the same 40 US Active Dividend Income funds, so their Grades compare head to head.
Our read on each fund
BAMDD
HIDVA
In short
BAMD An advisor shop's hand-built dividend sleeve: Brookstone screens US payers, holds roughly 70 positions and can bolt on outside ETFs, charging 0.87% for the work. Live since 2023, it's one of eight Brookstone building-block funds.
HIDV HIDV hunts dividends without wandering off the map: an active, systematic screen on value, quality and momentum, wrapped around S&P 500-like market participation. Income tilt, core-equity shape.
Stated mandate
BAMD The Fund seeks to provide income together with capital appreciation.
HIDV HIDV is an active U.S. equity ETF seeking core U.S. equity exposure, attractive dividend income, and capital appreciation. Its systematic process is designed to identify dividend opportunities while maintaining diversified, market-like participation.
Why people hold it
Worth knowing
BAMD vs HIDV Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
BAMD vs HIDV Cost
Overpaying BAMD vs HIDV
$9,410
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
BAMD 0.87%
$16,536
HIDV 0.35%
$7,126
Cost over time
Year by year
| Year | BAMD | HIDV | Overpaying |
|---|---|---|---|
| 10 | $1,542 | $634 | $908 |
| 20 | $5,830 | $2,454 | $3,376 |
| 30 | $16,536 | $7,126 | $9,410 |
- 0.87%BAMD
- 0.35%HIDV, cheaper
- Middle half of US Active Dividend Income funds
- Median 0.50%
HIDV 4th cheapest of 40 funds
BAMD 38th cheapest of 40 funds
BAMD vs HIDV Dividends
- BAMD 3.26%, better
- HIDV 2.54%
- BAMD $1.14
- HIDV $2.28
- BAMD $0.24
- HIDV $0.67
- BAMD Aug 28, 2026
- HIDV Sep 18, 2026
- BAMD Sep 4, 2026
- HIDV Sep 21, 2026
- BAMD Quarterly
- HIDV Quarterly
Distribution history
BAMD vs HIDV Risk
Fall from peak · 5 years
Risk facts
- Volatility
- BAMD 13.7%HIDV 12.1%, better
- Return per unit of risk
- BAMD 0.87HIDV 1.43, better
- Worst fall
- BAMD −15.9%HIDV −18.8%
- Market sensitivity
- BAMD 0.50HIDV 0.98
Popular comparisons
- 0.87% · 0.33%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.35% · 0.33%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.87% · 0.45%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.35% · 0.45%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.87% · 0.45%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.35% · 0.45%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.