BAMA vs. MDAA

Last updated Jun 3, 2026

BAMA (Brookstone Active ETF) and MDAA (Myriad Dynamic Asset Allocation ETF) are both Diversified Portfolio funds. Both are actively managed. Their correlation of 0.93 suggests significant overlap in exposure. BAMA charges 1.15%/yr vs 0.97%/yr for MDAA.

Performance

BAMA vs. MDAA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brookstone Active ETF (BAMA) and Myriad Dynamic Asset Allocation ETF (MDAA). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BAMA achieves a 9.45% return, which is significantly lower than MDAA's 23.50% return.

BAMA

• 1D: 0.18%
• 1M: 4.38%
• YTD: 9.45%
• 6M: 10.10%
• 1Y: 21.76%
• 3Y*: —
• 5Y*: —
• 10Y*: —

MDAA

• 1D: 1.44%
• 1M: 8.38%
• YTD: 23.50%
• 6M: 24.41%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BAMA vs. MDAA - Yearly Performance Comparison

	2026 (YTD)	2025
BAMA Brookstone Active ETF	9.45%	1.54%
MDAA Myriad Dynamic Asset Allocation ETF	23.50%	-0.27%

Correlation

The correlation between BAMA and MDAA is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Oct 6, 2025	0.93

Return for Risk

BAMA vs. MDAA — Risk / Return Rank

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

BAMA

BAMA Risk / Return Rank: 70
BAMA Sharpe Ratio Rank: 71
BAMA Sortino Ratio Rank: 75
BAMA Omega Ratio Rank: 74
BAMA Calmar Ratio Rank: 60
BAMA Martin Ratio Rank: 72

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.

BAMA vs. MDAA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookstone Active ETF (BAMA) and Myriad Dynamic Asset Allocation ETF (MDAA). 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.

	BAMA	MDAA	Difference
Sharpe ratio Return per unit of total volatility	2.39	—	—
Sortino ratio Return per unit of downside risk	3.45	—	—
Omega ratio Gain probability vs. loss probability	1.45	—	—
Calmar ratio Return relative to maximum drawdown	3.00	—	—
Martin ratio Return relative to average drawdown	13.81	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	BAMA	MDAA	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.39	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.70	1.57	+0.13

Drawdowns

BAMA vs. MDAA - Drawdown Comparison

The maximum BAMA drawdown since its inception was -12.27%, smaller than the maximum MDAA drawdown of -14.59%. Use the drawdown chart below to compare losses from any high point for BAMA and MDAA.

Drawdown Indicators

	BAMA	MDAA	Difference
Max Drawdown Largest peak-to-trough decline	-12.27%	-14.59%	+2.32%
Max Drawdown (1Y) Largest decline over 1 year	-7.35%	—	—
Current Drawdown Current decline from peak	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-1.26%	-2.94%	+1.68%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.60%	—	—

Volatility

Volatility by Period

	BAMA	MDAA	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.10%	—	—
Volatility (6M) Calculated over the trailing 6-month period	7.69%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	9.14%	23.91%	-14.77%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.22%	23.91%	-13.69%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.22%	23.91%	-13.69%

BAMA vs. MDAA - Expense Ratio Comparison

BAMA has a 1.15% expense ratio, which is higher than MDAA's 0.97% expense ratio.

Dividends

BAMA vs. MDAA - Dividend Comparison

BAMA's dividend yield for the trailing twelve months is around 1.30%, more than MDAA's 0.37% yield.

Position	TTM	2025	2024	2023
BAMA Brookstone Active ETF	1.30%	1.54%	1.49%	0.45%
MDAA Myriad Dynamic Asset Allocation ETF	0.37%	0.46%	0.00%	0.00%

Frequently Asked Questions

Can I hold both BAMA and MDAA in my portfolio?

With a correlation of 0.93, BAMA and MDAA move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which ETF is better, BAMA or MDAA?

On fees, MDAA is cheaper at 0.97% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BAMA or MDAA?

MDAA is cheaper with a 0.97% expense ratio, compared with 1.15% for BAMA.

Which ETF pays a higher dividend yield, BAMA or MDAA?

BAMA has the higher dividend yield at 1.30%, compared with 0.37% for MDAA.

What is the main difference between BAMA and MDAA?

They also come from different issuers: Brookstone and Myriad. Their fees differ too: 1.15% for BAMA and 0.97% for MDAA.