BAM vs. BIPC

Last updated Apr 1, 2026

Compare and contrast key facts about Brookfield Asset Management Inc. (BAM) and Brookfield Infrastructure Corporation (BIPC).

Performance

BAM vs. BIPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brookfield Asset Management Inc. (BAM) and Brookfield Infrastructure Corporation (BIPC). The values are adjusted to include any dividend payments, if applicable.

BAM vs. BIPC - Yearly Performance Comparison

	2026 (YTD)	2025	2024
BAM Brookfield Asset Management Inc.	-14.27%	-0.24%	-0.82%
BIPC Brookfield Infrastructure Corporation	-12.15%	18.32%	4.74%

Fundamentals

Market Cap BAM : $72.38B BIPC : $4.71B
EPS BAM : $1.53 BIPC : -$2.14
PS Ratio BAM : 14.77 BIPC : 1.28
Total Revenue (TTM) BAM : $4.90B BIPC : $3.68B
Gross Profit (TTM) BAM : $4.64B BIPC : $2.34B
EBITDA (TTM) BAM : $3.04B BIPC : $3.24B

Returns By Period

In the year-to-date period, BAM achieves a -14.27% return, which is significantly lower than BIPC's -12.15% return.

BAM

• 1D: 3.01%
• 1M: -4.92%
• YTD: -14.27%
• 6M: -20.45%
• 1Y: -5.09%
• 3Y*: 14.72%
• 5Y*: —
• 10Y*: —

BIPC

• 1D: 3.10%
• 1M: -20.77%
• YTD: -12.15%
• 6M: -2.09%
• 1Y: 13.68%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

Return for Risk

BAM vs. BIPC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BAM

BAM Risk / Return Rank: 34
BAM Sharpe Ratio Rank: 35
BAM Sortino Ratio Rank: 31
BAM Omega Ratio Rank: 30
BAM Calmar Ratio Rank: 37
BAM Martin Ratio Rank: 36

BIPC

BIPC Risk / Return Rank: 56
BIPC Sharpe Ratio Rank: 60
BIPC Sortino Ratio Rank: 52
BIPC Omega Ratio Rank: 52
BIPC Calmar Ratio Rank: 55
BIPC Martin Ratio Rank: 63

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BAM vs. BIPC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookfield Asset Management Inc. (BAM) and Brookfield Infrastructure Corporation (BIPC). 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.

	BAM	BIPC	Difference
Sharpe ratio Return per unit of total volatility	-0.16	0.49	-0.65
Sortino ratio Return per unit of downside risk	-0.00	0.85	-0.85
Omega ratio Gain probability vs. loss probability	1.00	1.11	-0.11
Calmar ratio Return relative to maximum drawdown	-0.17	0.55	-0.72
Martin ratio Return relative to average drawdown	-0.38	2.18	-2.56
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BAM vs. BIPC - Sharpe Ratio Comparison

The current BAM Sharpe Ratio is -0.16, which is lower than the BIPC Sharpe Ratio of 0.49. The chart below compares the historical Sharpe Ratios of BAM and BIPC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BAM	BIPC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.16	0.49	-0.65
Sharpe Ratio (All Time) Calculated using the full available price history	0.48	0.25	+0.23

Correlation

The correlation between BAM and BIPC is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

BAM vs. BIPC - Dividend Comparison

BAM's dividend yield for the trailing twelve months is around 4.08%, less than BIPC's 4.42% yield.

	TTM	2025	2024	2023
BAM Brookfield Asset Management Inc.	4.08%	3.34%	2.80%	3.19%
BIPC Brookfield Infrastructure Corporation	4.42%	3.79%	0.00%	0.00%

Drawdowns

BAM vs. BIPC - Drawdown Comparison

The maximum BAM drawdown since its inception was -30.37%, which is greater than BIPC's maximum drawdown of -25.28%. Use the drawdown chart below to compare losses from any high point for BAM and BIPC.

Drawdown Indicators

	BAM	BIPC	Difference
Max Drawdown Largest peak-to-trough decline	-30.37%	-25.28%	-5.09%
Max Drawdown (1Y) Largest decline over 1 year	-30.37%	-25.28%	-5.09%
Current Drawdown Current decline from peak	-27.80%	-21.80%	-6.00%
Average Drawdown Average peak-to-trough decline	-8.02%	-6.10%	-1.92%
Ulcer Index Depth and duration of drawdowns from previous peaks	13.59%	6.41%	+7.18%

Volatility

BAM vs. BIPC - Volatility Comparison

The current volatility for Brookfield Asset Management Inc. (BAM) is 7.36%, while Brookfield Infrastructure Corporation (BIPC) has a volatility of 11.19%. This indicates that BAM experiences smaller price fluctuations and is considered to be less risky than BIPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BAM	BIPC	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.36%	11.19%	-3.83%
Volatility (6M) Calculated over the trailing 6-month period	22.37%	20.13%	+2.24%
Volatility (1Y) Calculated over the trailing 1-year period	32.28%	27.85%	+4.43%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.23%	28.80%	+1.43%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	30.23%	28.80%	+1.43%

Financials