BAMD vs. NVDY

Last updated Jun 4, 2026

BAMD (Brookstone Dividend Stock ETF) and NVDY (YieldMax NVDA Option Income Strategy ETF) are both exchange-traded funds - BAMD is a Large Cap Value Equities fund actively managed by Brookstone, while NVDY is a Derivative Income fund actively managed by YieldMax. Both are actively managed. Over the past year, BAMD returned 7.69% vs 46.64% for NVDY. At a correlation of -0.04, they often move in opposite directions. BAMD charges 0.95%/yr vs 0.99%/yr for NVDY.

Performance

BAMD vs. NVDY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brookstone Dividend Stock ETF (BAMD) and YieldMax NVDA Option Income Strategy ETF (NVDY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BAMD achieves a 8.13% return, which is significantly lower than NVDY's 13.06% return.

BAMD

• 1D: -0.67%
• 1M: 0.36%
• YTD: 8.13%
• 6M: 8.26%
• 1Y: 7.69%
• 3Y*: —
• 5Y*: —
• 10Y*: —

NVDY

• 1D: -2.22%
• 1M: 5.54%
• YTD: 13.06%
• 6M: 17.67%
• 1Y: 46.64%
• 3Y*: 54.54%
• 5Y*: —
• 10Y*: —

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

BAMD vs. NVDY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
BAMD Brookstone Dividend Stock ETF	8.13%	-1.33%	19.76%	10.73%
NVDY YieldMax NVDA Option Income Strategy ETF	13.06%	27.38%	114.23%	12.31%

Correlation

The correlation between BAMD and NVDY is -0.10, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.10
Correlation (All Time) Calculated using the full available price history since Sep 29, 2023	-0.04

Return for Risk

BAMD vs. NVDY — Risk / Return Rank

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

BAMD

BAMD Risk / Return Rank: 22
BAMD Sharpe Ratio Rank: 21
BAMD Sortino Ratio Rank: 20
BAMD Omega Ratio Rank: 19
BAMD Calmar Ratio Rank: 24
BAMD Martin Ratio Rank: 23

NVDY

NVDY Risk / Return Rank: 52
NVDY Sharpe Ratio Rank: 49
NVDY Sortino Ratio Rank: 45
NVDY Omega Ratio Rank: 44
NVDY Calmar Ratio Rank: 72
NVDY Martin Ratio Rank: 52

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.

BAMD vs. NVDY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookstone Dividend Stock ETF (BAMD) and YieldMax NVDA Option Income Strategy ETF (NVDY). 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.

	BAMD	NVDY	Difference
Sharpe ratio: Return per unit of total volatility	0.72	1.72	-1.00
Sortino ratio: Return per unit of downside risk	1.09	2.29	-1.20
Omega ratio: Gain probability vs. loss probability	1.13	1.29	-0.16
Calmar ratio: Return relative to maximum drawdown	1.11	3.66	-2.55
Martin ratio: Return relative to average drawdown	2.91	9.00	-6.09
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BAMD vs. NVDY - Sharpe Ratio Comparison

The current BAMD Sharpe Ratio is 0.72, which is lower than the NVDY Sharpe Ratio of 1.72. The chart below compares the historical Sharpe Ratios of BAMD and NVDY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BAMD	NVDY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.72	1.72	-1.00
Sharpe Ratio (All Time) Calculated using the full available price history	1.04	1.64	-0.59

Drawdowns

BAMD vs. NVDY - Drawdown Comparison

The maximum BAMD drawdown since its inception was -15.91%, smaller than the maximum NVDY drawdown of -34.08%. Use the drawdown chart below to compare losses from any high point for BAMD and NVDY.

Drawdown Indicators

	BAMD	NVDY	Difference
Max Drawdown Largest peak-to-trough decline	-15.91%	-34.08%	+18.17%
Max Drawdown (1Y) Largest decline over 1 year	-6.99%	-12.81%	+5.82%
Max Drawdown (3Y) Largest decline over 3 years	—	-34.08%	—
Current Drawdown Current decline from peak	-1.45%	-6.66%	+5.21%
Average Drawdown Average peak-to-trough decline	-4.29%	-6.15%	+1.86%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.65%	5.20%	-2.55%

Volatility

BAMD vs. NVDY - Volatility Comparison

The current volatility for Brookstone Dividend Stock ETF (BAMD) is 2.47%, while YieldMax NVDA Option Income Strategy ETF (NVDY) has a volatility of 9.46%. This indicates that BAMD experiences smaller price fluctuations and is considered to be less risky than NVDY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BAMD	NVDY	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.47%	9.46%	-6.99%
Volatility (6M) Calculated over the trailing 6-month period	6.83%	20.68%	-13.85%
Volatility (1Y) Calculated over the trailing 1-year period	10.77%	27.35%	-16.58%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.35%	38.24%	-24.89%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.35%	38.24%	-24.89%

BAMD vs. NVDY - Expense Ratio Comparison

BAMD has a 0.95% expense ratio, which is lower than NVDY's 0.99% expense ratio.

Dividends

BAMD vs. NVDY - Dividend Comparison

BAMD's dividend yield for the trailing twelve months is around 3.56%, less than NVDY's 61.36% yield.

Position	TTM	2025	2024	2023
BAMD Brookstone Dividend Stock ETF	3.56%	3.86%	4.21%	0.70%
NVDY YieldMax NVDA Option Income Strategy ETF	61.36%	83.10%	83.65%	22.32%

Frequently Asked Questions

Can I hold both BAMD and NVDY in my portfolio?

BAMD and NVDY have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BAMD or NVDY?

NVDY has higher volatility (9.46%) compared to BAMD (2.47%). In terms of maximum drawdown, BAMD dropped -15.91% vs NVDY's -34.08%.

Which ETF is better, BAMD or NVDY?

On 1-year performance, NVDY leads with 46.64% vs 7.69% for BAMD. On fees, BAMD is cheaper at 0.95% per year. On volatility, BAMD has been the lower-risk option at 2.47%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BAMD or NVDY?

Over the 1-year period, NVDY has performed better with a 46.64% return vs 7.69%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BAMD or NVDY?

BAMD is cheaper with a 0.95% expense ratio, compared with 0.99% for NVDY.

Which ETF pays a higher dividend yield, BAMD or NVDY?

NVDY has the higher dividend yield at 61.36%, compared with 3.56% for BAMD.

What is the main difference between BAMD and NVDY?

BAMD is categorized as Large Cap Value Equities, while NVDY is Derivative Income. They also come from different issuers: Brookstone and YieldMax. Their fees differ too: 0.95% for BAMD and 0.99% for NVDY.

Which has better risk-adjusted returns?

NVDY currently has the higher Sharpe Ratio (1.72 vs 0.72), 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.