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BAMG vs. SPIT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BAMG vs. SPIT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brookstone Growth Stock ETF (BAMG) and F/m Emerald Special Situations ETF (SPIT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BAMG achieves a 10.77% return, which is significantly lower than SPIT's 27.82% return.


BAMG

1D
0.24%
1M
1.90%
6M
9.83%
YTD
10.77%
1Y
21.17%
3Y*
5Y*
10Y*

SPIT

1D
0.41%
1M
0.75%
6M
18.85%
YTD
27.82%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BAMG vs. SPIT - Yearly Performance Comparison


2026 (YTD)2025
BAMG
Brookstone Growth Stock ETF
10.77%4.86%
SPIT
F/m Emerald Special Situations ETF
27.82%5.31%

Correlation

The correlation between BAMG and SPIT is 0.72, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.72

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Return for Risk

BAMG vs. SPIT — Risk / Return Rank

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

BAMG
BAMG Risk / Return Rank: 4646
Overall Rank
BAMG Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
BAMG Sortino Ratio Rank: 4747
Sortino Ratio Rank
BAMG Omega Ratio Rank: 4646
Omega Ratio Rank
BAMG Calmar Ratio Rank: 3939
Calmar Ratio Rank
BAMG Martin Ratio Rank: 4747
Martin Ratio Rank

SPIT

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

BAMG vs. SPIT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookstone Growth Stock ETF (BAMG) and F/m Emerald Special Situations ETF (SPIT). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BAMGSPITDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.24

Calmar ratioReturn relative to maximum drawdown

1.63

Martin ratioReturn relative to average drawdown

6.24

BAMG vs. SPIT - Sharpe Ratio Comparison


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Drawdowns

BAMG vs. SPIT - Drawdown Comparison

The maximum BAMG drawdown since its inception was -21.00%, which is greater than SPIT's maximum drawdown of -12.49%. Use the drawdown chart below to compare losses from any high point for BAMG and SPIT.


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Drawdown Indicators


BAMGSPITDifference

Max Drawdown

Largest peak-to-trough decline

-21.00%

-12.49%

-8.51%

Max Drawdown (1Y)

Largest decline over 1 year

-13.08%

Current Drawdown

Current decline from peak

-1.83%

-5.04%

+3.21%

Average Drawdown

Average peak-to-trough decline

-2.48%

-2.52%

+0.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.40%

Volatility

BAMG vs. SPIT - Volatility Comparison


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Volatility by Period


BAMGSPITDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.57%

Volatility (6M)

Calculated over the trailing 6-month period

12.57%

Volatility (1Y)

Calculated over the trailing 1-year period

15.58%

26.32%

-10.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.16%

26.32%

-9.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.16%

26.32%

-9.16%

BAMG vs. SPIT - Expense Ratio Comparison

BAMG has a 0.95% expense ratio, which is higher than SPIT's 0.89% expense ratio.


Dividends

BAMG vs. SPIT - Dividend Comparison

BAMG has not paid dividends to shareholders, while SPIT's dividend yield for the trailing twelve months is around 5.62%.


PositionTTM202520242023
BAMG
Brookstone Growth Stock ETF
0.00%0.00%1.24%0.12%
SPIT
F/m Emerald Special Situations ETF
5.62%7.18%0.00%0.00%

Frequently Asked Questions


BAMG and SPIT have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SPIT is cheaper at 0.89% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SPIT is cheaper with a 0.89% expense ratio, compared with 0.95% for BAMG.

SPIT has the higher dividend yield at 5.62%, compared with 0.00% for BAMG.

They also come from different issuers: Brookstone and F/m Investments. Their fees differ too: 0.95% for BAMG and 0.89% for SPIT.

Portfolio Optimizer

Find the right allocation for BAMG and SPIT

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