AAAA vs. BAMY

Last updated Aug 1, 2026

AAAA (Amplius Aggressive Asset Allocation ETF) and BAMY (Brookstone Yield ETF) are both Diversified Portfolio funds. Both are actively managed. Over the past year, AAAA returned 21.67% vs 8.49% for BAMY. Their correlation of 0.80 means they have usually moved in the same direction. AAAA charges 0.49%/yr vs 1.48%/yr for BAMY.

Performance

AAAA vs. BAMY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Amplius Aggressive Asset Allocation ETF (AAAA) and Brookstone Yield ETF (BAMY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AAAA achieves a 10.46% return, which is significantly higher than BAMY's 1.25% return.

AAAA

• 1D: 0.49%
• 1M: -0.51%
• 6M: 8.52%
• YTD: 10.46%
• 1Y: 21.67%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 20.71%

BAMY

• 1D: 0.04%
• 1M: -0.42%
• 6M: 0.51%
• YTD: 1.25%
• 1Y: 8.49%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 10.58%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AAAA Amplius Aggressive Asset Allocation ETF	$412.45K	$297.74K	$187.39K
BAMY Brookstone Yield ETF	$151.84K	$152.50K	$181.16K

AAAA vs. BAMY - Yearly Performance Comparison

	2026 (YTD)	2025
AAAA Amplius Aggressive Asset Allocation ETF	10.46%	10.11%
BAMY Brookstone Yield ETF	1.25%	6.68%

Correlation

The correlation between AAAA and BAMY is 0.80, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.80
Correlation (All Time) Calculated using the full available price history since Jul 16, 2025	0.80

The correlation between AAAA and BAMY has been stable across timeframes, ranging from 0.80 to 0.80 - a consistent structural relationship.

Return for Risk

AAAA vs. BAMY — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AAAA

AAAA Risk / Return Rank: 74
AAAA Sharpe Ratio Rank: 73
AAAA Sortino Ratio Rank: 73
AAAA Omega Ratio Rank: 72
AAAA Calmar Ratio Rank: 72
AAAA Martin Ratio Rank: 80

BAMY

BAMY Risk / Return Rank: 80
BAMY Sharpe Ratio Rank: 73
BAMY Sortino Ratio Rank: 75
BAMY Omega Ratio Rank: 81
BAMY Calmar Ratio Rank: 83
BAMY Martin Ratio Rank: 88

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AAAA vs. BAMY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amplius Aggressive Asset Allocation ETF (AAAA) and Brookstone Yield ETF (BAMY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	AAAA	BAMY	Difference
Sharpe ratio: Return per unit of total volatility	1.66	1.67	-0.01
Sortino ratio: Return per unit of downside risk	2.35	2.43	-0.08
Omega ratio: Gain probability vs. loss probability	1.30	1.34	-0.04
Calmar ratio: Return relative to maximum drawdown	2.54	3.05	-0.51
Martin ratio: Return relative to average drawdown	10.55	13.41	-2.86

AAAA vs. BAMY - Sharpe Ratio Comparison

The current AAAA Sharpe Ratio is 1.66, which is comparable to the BAMY Sharpe Ratio of 1.67. The chart below compares the historical Sharpe Ratios of AAAA and BAMY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

AAAA vs. BAMY - Drawdown Comparison

The maximum AAAA drawdown since its inception was -7.83%, which is greater than BAMY's maximum drawdown of -6.03%. Use the drawdown chart below to compare losses from any high point for AAAA and BAMY.

Drawdown Indicators

	AAAA	BAMY	Difference
Max Drawdown Largest peak-to-trough decline	-7.83%	-6.03%	-1.80%
Max Drawdown (1Y) Largest decline over 1 year	-7.83%	-2.48%	-5.35%
Current Drawdown Current decline from peak	-2.26%	-0.51%	-1.75%
Average Drawdown Average peak-to-trough decline	-1.14%	-0.52%	-0.62%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.89%	0.57%	+1.32%

Volatility

AAAA vs. BAMY - Volatility Comparison

Amplius Aggressive Asset Allocation ETF (AAAA) has a higher volatility of 3.32% compared to Brookstone Yield ETF (BAMY) at 0.69%. This indicates that AAAA's price experiences larger fluctuations and is considered to be riskier than BAMY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AAAA	BAMY	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.32%	0.69%	+2.63%
Volatility (6M) Calculated over the trailing 6-month period	9.84%	2.81%	+7.03%
Volatility (1Y) Calculated over the trailing 1-year period	11.98%	4.53%	+7.45%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.76%	5.89%	+5.87%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.76%	5.89%	+5.87%

AAAA vs. BAMY - Expense Ratio Comparison

AAAA has a 0.49% expense ratio, which is lower than BAMY's 1.48% expense ratio.

Dividends

AAAA vs. BAMY - Dividend Comparison

AAAA's dividend yield for the trailing twelve months is around 1.30%, less than BAMY's 7.58% yield.

Position	TTM	2025	2024	2023
AAAA Amplius Aggressive Asset Allocation ETF	1.30%	0.79%	0.00%	0.00%
BAMY Brookstone Yield ETF	7.58%	7.16%	8.20%	1.96%

Frequently Asked Questions

Can I hold both AAAA and BAMY in my portfolio?

AAAA and BAMY have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AAAA or BAMY?

AAAA has higher volatility (3.32%) compared to BAMY (0.69%). In terms of maximum drawdown, AAAA dropped -7.83% vs BAMY's -6.03%.

Which ETF is better, AAAA or BAMY?

On 1-year performance, AAAA leads with 21.67% vs 8.49% for BAMY. On fees, AAAA is cheaper at 0.49% per year. On volatility, BAMY has been the lower-risk option at 0.69%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AAAA or BAMY?

Over the 1-year period, AAAA has performed better with a 21.67% return vs 8.49%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AAAA or BAMY?

AAAA is cheaper with a 0.49% expense ratio, compared with 1.48% for BAMY.

Which ETF pays a higher dividend yield, AAAA or BAMY?

BAMY has the higher dividend yield at 7.58%, compared with 1.30% for AAAA.

What is the main difference between AAAA and BAMY?

They also come from different issuers: Amplius and Brookstone. Their fees differ too: 0.49% for AAAA and 1.48% for BAMY.

Which has better risk-adjusted returns?

BAMY currently has the higher Sharpe Ratio (1.67 vs 1.66), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.