BAM vs. BIPC
BAM (Brookfield Asset Management Inc.) and BIPC (Brookfield Infrastructure Corporation) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past year, BAM returned -11.72% vs 7.91% for BIPC. At a 0.41 correlation, their price movements are largely independent.
Performance
BAM vs. BIPC - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with BAM having a -6.95% return and BIPC slightly lower at -7.28%.
BAM
- 1D
- -0.81%
- 1M
- 0.55%
- YTD
- -6.95%
- 6M
- -6.63%
- 1Y
- -11.72%
- 3Y*
- 18.77%
- 5Y*
- —
- 10Y*
- —
BIPC
- 1D
- 0.63%
- 1M
- 11.50%
- YTD
- -7.28%
- 6M
- -8.99%
- 1Y
- 7.91%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BAM vs. BIPC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BAM Brookfield Asset Management Inc. | -6.95% | -0.24% | -0.82% |
BIPC Brookfield Infrastructure Corporation | -7.28% | 18.32% | 4.74% |
Correlation
The correlation between BAM and BIPC is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Dec 30, 2024 | 0.41 |
Fundamentals
BAM:
$77.32B
BIPC:
$5.49B
BAM:
$1.55
BIPC:
-$6.15
BAM:
15.28
BIPC:
1.39
BAM:
$5.08B
BIPC:
$3.63B
BAM:
$3.26B
BIPC:
$2.30B
BAM:
$2.35B
BIPC:
$2.59B
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Return for Risk
BAM vs. BIPC — Risk / Return Rank
BAM
BIPC
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 ratioReturn per unit of total volatility | -0.40 | 0.28 | -0.69 |
Sortino ratioReturn per unit of downside risk | -0.38 | 0.55 | -0.93 |
Omega ratioGain probability vs. loss probability | 0.95 | 1.07 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | -0.39 | 0.29 | -0.67 |
Martin ratioReturn relative to average drawdown | -0.72 | 0.83 | -1.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BAM | BIPC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.40 | 0.28 | -0.69 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.35 | +0.20 |
Drawdowns
BAM vs. BIPC - Drawdown Comparison
The maximum BAM drawdown since its inception was -30.37%, roughly equal to the maximum BIPC drawdown of -29.77%. Use the drawdown chart below to compare losses from any high point for BAM and BIPC.
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Drawdown Indicators
| BAM | BIPC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.37% | -29.77% | -0.60% |
Max Drawdown (1Y)Largest decline over 1 year | -30.37% | -29.77% | -0.60% |
Max Drawdown (3Y)Largest decline over 3 years | -30.37% | — | — |
Current DrawdownCurrent decline from peak | -21.64% | -17.46% | -4.18% |
Average DrawdownAverage peak-to-trough decline | -8.74% | -7.75% | -0.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.29% | 10.32% | +5.97% |
Volatility
BAM vs. BIPC - Volatility Comparison
Brookfield Asset Management Inc. (BAM) has a higher volatility of 8.21% compared to Brookfield Infrastructure Corporation (BIPC) at 7.06%. This indicates that BAM's price experiences larger fluctuations and is considered to be riskier than BIPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BAM | BIPC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.21% | 7.06% | +1.15% |
Volatility (6M)Calculated over the trailing 6-month period | 21.75% | 22.49% | -0.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.18% | 27.93% | +1.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.10% | 29.77% | +0.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.10% | 29.77% | +0.33% |
Dividends
BAM vs. BIPC - Dividend Comparison
BAM's dividend yield for the trailing twelve months is around 3.94%, less than BIPC's 4.29% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
BAM Brookfield Asset Management Inc. | 3.94% | 3.34% | 2.80% | 3.19% |
BIPC Brookfield Infrastructure Corporation | 4.29% | 3.79% | 0.00% | 0.00% |
Financials
BAM vs. BIPC - Financials Comparison
This section allows you to compare key financial metrics between Brookfield Asset Management Inc. and Brookfield Infrastructure Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
BAM vs. BIPC - Profitability Comparison
BAM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Brookfield Asset Management Inc. reported a gross profit of 0.00 and revenue of 1.34B. Therefore, the gross margin over that period was 0.0%.
BIPC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Brookfield Infrastructure Corporation reported a gross profit of 531.53M and revenue of 871.76M. Therefore, the gross margin over that period was 61.0%.
BAM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Brookfield Asset Management Inc. reported an operating income of 0.00 and revenue of 1.34B, resulting in an operating margin of 0.0%.
BIPC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Brookfield Infrastructure Corporation reported an operating income of 510.82M and revenue of 871.76M, resulting in an operating margin of 58.6%.
BAM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Brookfield Asset Management Inc. reported a net income of 617.00M and revenue of 1.34B, resulting in a net margin of 46.1%.
BIPC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Brookfield Infrastructure Corporation reported a net income of -110.45M and revenue of 871.76M, resulting in a net margin of -12.7%.
Frequently Asked Questions
BAM and BIPC have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BAM has higher volatility (8.21%) compared to BIPC (7.06%). In terms of maximum drawdown, BAM dropped -30.37% vs BIPC's -29.77%.
BIPC currently has the higher Sharpe Ratio (0.28 vs -0.40), 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.
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