BAMO vs. DXD
BAMO (Brookstone Opportunities ETF) and DXD (ProShares UltraShort Dow30) are both exchange-traded funds - BAMO is a Diversified Portfolio fund actively managed by Brookstone, while DXD is a Leveraged Equities fund tracking the Dow Jones Industrial Average Index (-200%). BAMO is actively managed, while DXD is passively managed. Over the past year, BAMO returned 13.38% vs -30.87% for DXD. Their -0.85 correlation means they have often moved in opposite directions in the past. BAMO charges 1.30%/yr vs 0.95%/yr for DXD.
Performance
BAMO vs. DXD - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BAMO achieves a 7.26% return, which is significantly higher than DXD's -17.50% return.
BAMO
- 1D
- 0.81%
- 1M
- 0.89%
- 6M
- 5.80%
- YTD
- 7.26%
- 1Y
- 13.38%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 13.75%
DXD
- 1D
- -2.74%
- 1M
- -0.89%
- 6M
- -13.18%
- YTD
- -17.50%
- 1Y
- -30.87%
- 3Y*
- -21.45%
- 5Y*
- -15.96%
- 10Y*
- -24.59%
- ALL TIME*
- -23.28%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $136.25K | $174.13K | $171.46K | |
| $11.17M | $10.66M | $30.46M |
BAMO vs. DXD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BAMO Brookstone Opportunities ETF | 7.26% | 9.16% | 14.39% | 7.75% |
DXD ProShares UltraShort Dow30 | -17.50% | -21.11% | -16.07% | -19.45% |
Correlation
The correlation between BAMO and DXD is -0.90, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.90 |
Correlation (All Time) Calculated using the full available price history since Sep 28, 2023 | -0.85 |
The correlation between BAMO and DXD has been stable across timeframes, ranging from -0.90 to -0.85 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BAMO vs. DXD — Risk / Return Rank
BAMO
DXD
BAMO vs. DXD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookstone Opportunities ETF (BAMO) and ProShares UltraShort Dow30 (DXD). 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.
| BAMO | DXD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.15 | ||
| Sortino ratioReturn per unit of downside risk | +4.57 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 0.80 | +0.56 |
| Calmar ratioReturn relative to maximum drawdown | 2.47 | -1.04 | +3.51 |
| Martin ratioReturn relative to average drawdown | 11.04 | -1.82 | +12.85 |
Loading charts...
Drawdowns
BAMO vs. DXD - Drawdown Comparison
The maximum BAMO drawdown since its inception was -12.72%, smaller than the maximum DXD drawdown of -99.72%. Use the drawdown chart below to compare losses from any high point for BAMO and DXD.
Loading charts...
Drawdown Indicators
| BAMO | DXD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.72% | -99.72% | +87.00% |
Max Drawdown (1Y)Largest decline over 1 year | -5.45% | -29.66% | +24.21% |
Max Drawdown (3Y)Largest decline over 3 years | — | -59.24% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -67.27% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -94.36% | — |
Current DrawdownCurrent decline from peak | 0.00% | -99.72% | +99.72% |
Average DrawdownAverage peak-to-trough decline | -1.23% | -82.43% | +81.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.22% | 18.31% | -17.09% |
Volatility
BAMO vs. DXD - Volatility Comparison
The current volatility for Brookstone Opportunities ETF (BAMO) is 2.32%, while ProShares UltraShort Dow30 (DXD) has a volatility of 7.70%. This indicates that BAMO experiences smaller price fluctuations and is considered to be less risky than DXD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BAMO | DXD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.32% | 7.70% | -5.38% |
Volatility (6M)Calculated over the trailing 6-month period | 5.98% | 20.02% | -14.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.02% | 25.16% | -18.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.50% | 29.62% | -20.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.50% | 34.93% | -25.43% |
BAMO vs. DXD - Expense Ratio Comparison
BAMO has a 1.30% expense ratio, which is higher than DXD's 0.95% expense ratio.
Dividends
BAMO vs. DXD - Dividend Comparison
BAMO's dividend yield for the trailing twelve months is around 1.44%, less than DXD's 4.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
BAMO Brookstone Opportunities ETF | 1.44% | 1.54% | 1.58% | 0.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DXD ProShares UltraShort Dow30 | 4.12% | 4.25% | 5.91% | 3.87% | 0.25% | 0.00% | 0.31% | 1.76% | 1.15% | 0.12% |
Frequently Asked Questions
BAMO and DXD have a correlation of -0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DXD has higher volatility (7.70%) compared to BAMO (2.32%). In terms of maximum drawdown, BAMO dropped -12.72% vs DXD's -99.72%.
On 1-year performance, BAMO leads with 13.38% vs -30.87% for DXD. On fees, DXD is cheaper at 0.95% per year. On volatility, BAMO has been the lower-risk option at 2.32%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, BAMO has performed better with a 13.38% return vs -30.87%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
DXD is cheaper with a 0.95% expense ratio, compared with 1.30% for BAMO.
DXD has the higher dividend yield at 4.12%, compared with 1.44% for BAMO.
BAMO is categorized as Diversified Portfolio, while DXD is Leveraged Equities. They also come from different issuers: Brookstone and ProShares. Their fees differ too: 1.30% for BAMO and 0.95% for DXD.
BAMO currently has the higher Sharpe Ratio (1.92 vs -1.23), 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.
Find the right allocation for BAMO and DXD
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer