BAMG vs. BTHM
Compare and contrast key facts about Brookstone Growth Stock ETF (BAMG) and Blackrock Future U.S. Themes ETF (BTHM).
BAMG and BTHM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BAMG is an actively managed fund by Brookstone. It was launched on Sep 26, 2023. BTHM is an actively managed fund by BlackRock. It was launched on Dec 14, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BAMG or BTHM.
Key characteristics
| BAMG | BTHM | |
|---|---|---|
| YTD Return | 25.19% | 34.79% |
| 1Y Return | 37.42% | 43.98% |
| Sharpe Ratio | 2.78 | 3.27 |
| Sortino Ratio | 3.69 | 4.34 |
| Omega Ratio | 1.49 | 1.59 |
| Calmar Ratio | 4.90 | 5.04 |
| Martin Ratio | 19.99 | 21.61 |
| Ulcer Index | 1.87% | 2.16% |
| Daily Std Dev | 13.45% | 14.24% |
| Max Drawdown | -7.63% | -26.54% |
| Current Drawdown | -0.28% | -0.32% |
Correlation
The correlation between BAMG and BTHM is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BAMG vs. BTHM - Performance Comparison
In the year-to-date period, BAMG achieves a 25.19% return, which is significantly lower than BTHM's 34.79% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BAMG vs. BTHM - Expense Ratio Comparison
BAMG has a 0.95% expense ratio, which is higher than BTHM's 0.60% expense ratio.
Risk-Adjusted Performance
BAMG vs. BTHM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookstone Growth Stock ETF (BAMG) and Blackrock Future U.S. Themes ETF (BTHM). 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.
Dividends
BAMG vs. BTHM - Dividend Comparison
BAMG's dividend yield for the trailing twelve months is around 0.12%, less than BTHM's 0.29% yield.
| TTM | 2023 | 2022 | |
|---|---|---|---|
BAMG Brookstone Growth Stock ETF | 0.12% | 0.12% | 0.00% |
BTHM Blackrock Future U.S. Themes ETF | 0.29% | 0.55% | 0.90% |
Drawdowns
BAMG vs. BTHM - Drawdown Comparison
The maximum BAMG drawdown since its inception was -7.63%, smaller than the maximum BTHM drawdown of -26.54%. Use the drawdown chart below to compare losses from any high point for BAMG and BTHM. For additional features, visit the drawdowns tool.
Volatility
BAMG vs. BTHM - Volatility Comparison
Brookstone Growth Stock ETF (BAMG) and Blackrock Future U.S. Themes ETF (BTHM) have volatilities of 4.17% and 4.04%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.