BAMD vs PCLG
Comparison between Brookstone Dividend Stock ETF (BAMD, ETF) and Polen Focus Growth ETF (PCLG, ETF).
BAMD vs PCLG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BAMD
$98M
PCLG
$98M
Expense Ratio
BAMD
0.89%
Winner
PCLG
0.49%
Max Drawdown
Winner
BAMD
18.02%
PCLG
23.80%
Sharpe Ratio
Winner
BAMD
0.55
PCLG
-0.99
5Y Beta
Winner
BAMD
0.44
PCLG
1.06
P/E Ratio
Winner
BAMD
15.24
PCLG
31.49
Forward P/E
Winner
BAMD
14.23
PCLG
24.47
PEG Ratio
Winner
BAMD
0.13
PCLG
0.54
5Y EPS CAGR
BAMD
14.15%
Winner
PCLG
26.52%
Debt to Equity
Winner
BAMD
11.59%
PCLG
41.91%
P/S Ratio
Winner
BAMD
2.55
PCLG
6.40
P/B Ratio
Winner
BAMD
3.28
PCLG
8.45
BAMD vs PCLG - Holdings Comparison
BAMD and PCLG have 3 common holdings. Overlap is 2.55%
BAMD's top 25 holdings weight is 70.77%. PCLG's top 25 holdings weight is 98.84%.
| Rank | BAMD | PCLG |
|---|---|---|
| #1 | BLACKSTONE INC (BX) - 5.08% | AMAZON.COM INC (AMZN) - 9.46% |
| #2 | JPMORGAN CHASE & CO (JPM) - 4.97% | MICROSOFT CORP (MSFT) - 7.61% |
| #3 | PAYCHEX INC (PAYX) - 4.89% | ELI LILLY AND CO (LLY) - 6.03% |
| #4 | PEPSICO INC (PEP) - 4.77% | ALPHABET INC CLASS C (GOOG) - 5.98% |
| #5 | ONEOK INC (OKE) - 4.68% | BROADCOM INC (AVGO) - 5.57% |
| #6 | EVERSOURCE ENERGY (ES) - 4.67% | ORACLE CORP (ORCL) - 5.33% |
| #7 | EDISON INTERNATIONAL (EIX) - 4.48% | MASTERCARD INC CLASS A (MA) - 5.13% |
| #8 | PROCTER & GAMBLE CO (PG) - 4.02% | VISA INC CLASS A (V) - 4.81% |
| #9 | n/a (VNOM) - 3.39% | NVIDIA CORP (NVDA) - 4.47% |
| #10 | PHILIP MORRIS INTERNATIONAL INC (PM) - 3.00% | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 4.21% |
| #11 | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 2.81% | MSCI INC (MSCI) - 3.54% |
| #12 | LINDE PLC (LIN) - 2.45% | ZOETIS INC CLASS A (ZTS) - 3.39% |
| #13 | KODIAK GAS SERVICES INC (KGS) - 2.18% | UNITED STATES DOLLAR (n/a) - 3.31% |
| #14 | ANALOG DEVICES INC (ADI) - 2.13% | SERVICENOW INC (NOW) - 3.19% |
| #15 | AMGEN INC (AMGN) - 2.13% | IDEXX LABORATORIES INC (IDXX) - 3.08% |
| #16 | NEXTERA ENERGY INC (NEE) - 2.00% | COSTAR GROUP INC (CSGP) - 3.08% |
| #17 | GILEAD SCIENCES INC (GILD) - 1.78% | INTUIT INC (INTU) - 2.90% |
| #18 | INTERNATIONAL SEAWAYS INC (INSW) - 1.62% | STARBUCKS CORP (SBUX) - 2.89% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 1.50% | AON PLC CLASS A (AON) - 2.71% |
| #20 | CNA FINANCIAL CORP (CNA) - 1.49% | ACCENTURE PLC CLASS A (ACN) - 2.48% |
| #21 | H&R BLOCK INC (HRB) - 1.47% | INTUITIVE SURGICAL INC (ISRG) - 2.22% |
| #22 | WELLS FARGO & CO (WFC) - 1.42% | SYNOPSYS INC (SNPS) - 2.20% |
| #23 | n/a (ZIM) - 1.37% | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.97% |
| #24 | n/a (BAM) - 1.29% | BOSTON SCIENTIFIC CORP (BSX) - 1.86% |
| #25 | ACCENTURE PLC CLASS A (ACN) - 1.18% | UBER TECHNOLOGIES INC (UBER) - 1.42% |
| Total Holdings | 98 | 26 |
BAMD vs PCLG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BAMD
+0.86%
PCLG
+0.04%
3M
BAMD
+1.78%
Winner
PCLG
+2.55%
6M
Winner
BAMD
+9.41%
PCLG
-9.64%
1Y
BAMD
+9.83%
PCLG
N/A
Max(CAGR)
Winner
BAMD
+14.23%
PCLG
-14.54%
BAMD vs PCLG - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BAMD | PCLG |
|---|---|---|
| 2026 | +8.75% | -8.00% |
| 2025 | -1.17% | -1.09% |
| 2024 | +17.97% | N/A |
| 2023 | +10.73% | N/A |
BAMD vs PCLG Drawdown Comparison
The maximum drawdown for BAMD was -15.91%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The maximum drawdown for PCLG was -23.78%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current BAMD drawdown is -0.39%. The current PCLG drawdown is -13.11%.
| Rank | BAMD | PCLG |
|---|---|---|
| #1 | -15.91% Nov 26, 2024 - Apr 8, 2025 | -23.78% Oct 28, 2025 - Mar 27, 2026 |
| #2 | -6.13% Jan 8, 2024 - Mar 20, 2024 | -2.61% Oct 8, 2025 - Oct 24, 2025 |
| #3 | -5.72% Mar 28, 2024 - May 7, 2024 | -0.20% Oct 6, 2025 - Oct 8, 2025 |
| #4 | -4.87% Oct 17, 2023 - Nov 3, 2023 | N/A |
| #5 | -3.52% May 17, 2024 - Jul 11, 2024 | N/A |
| #6 | -2.99% Sep 29, 2023 - Oct 16, 2023 | N/A |
| #7 | -2.82% Aug 1, 2024 - Aug 14, 2024 | N/A |
| #8 | -2.76% Nov 3, 2023 - Nov 14, 2023 | N/A |
| #9 | -2.41% Oct 16, 2024 - Nov 6, 2024 | N/A |
| #10 | -2.12% Dec 14, 2023 - Dec 28, 2023 | N/A |
| #11 | -1.94% Sep 30, 2024 - Oct 15, 2024 | N/A |
| #12 | -1.52% Jul 17, 2024 - Jul 26, 2024 | N/A |
| #13 | -1.47% Nov 11, 2024 - Nov 21, 2024 | N/A |
| #14 | -1.36% Sep 4, 2024 - Sep 13, 2024 | N/A |
| #15 | -1.24% Mar 21, 2024 - Mar 27, 2024 | N/A |
Correlation
Correlation between BAMD and PCLG is -0.71 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.71
-101
Dividend Comparison (2023 - 2026)
BAMD vs PCLG dividend yield comparison.
| Year | BAMD | PCLG |
|---|---|---|
| 2026 | 1.56% | 0.00% |
| 2025 | 3.86% | 0.03% |
| 2024 | 4.21% | 0.00% |
| 2023 | 0.70% | 0.00% |
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