BAMO vs. EAOM

Last updated Jul 12, 2026

BAMO (Brookstone Opportunities ETF) and EAOM (iShares ESG Aware Moderate Allocation ETF) are both Diversified Portfolio funds. BAMO is actively managed, while EAOM is passively managed. Over the past year, BAMO returned 12.94% vs 12.26% for EAOM. Their correlation of 0.84 suggests significant overlap in exposure. BAMO charges 1.30%/yr vs 0.18%/yr for EAOM.

Performance

BAMO vs. EAOM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brookstone Opportunities ETF (BAMO) and iShares ESG Aware Moderate Allocation ETF (EAOM). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BAMO achieves a 6.83% return, which is significantly higher than EAOM's 5.25% return.

BAMO

• 1D: 0.30%
• 1M: 1.48%
• 6M: 5.41%
• YTD: 6.83%
• 1Y: 12.94%
• 3Y*: —
• 5Y*: —
• 10Y*: —

EAOM

• 1D: 0.13%
• 1M: 0.50%
• 6M: 4.05%
• YTD: 5.25%
• 1Y: 12.26%
• 3Y*: 10.31%
• 5Y*: 4.08%
• 10Y*: —

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

BAMO vs. EAOM - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
BAMO Brookstone Opportunities ETF	6.83%	9.16%	14.39%	7.75%
EAOM iShares ESG Aware Moderate Allocation ETF	5.25%	12.90%	7.29%	8.96%

Correlation

The correlation between BAMO and EAOM is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.91
Correlation (All Time) Calculated using the full available price history since Sep 28, 2023	0.84

The correlation between BAMO and EAOM has been stable across timeframes, ranging from 0.84 to 0.91 - a consistent structural relationship.

Return for Risk

BAMO vs. EAOM — Risk / Return Rank

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

BAMO

BAMO Risk / Return Rank: 72
BAMO Sharpe Ratio Rank: 74
BAMO Sortino Ratio Rank: 78
BAMO Omega Ratio Rank: 76
BAMO Calmar Ratio Rank: 58
BAMO Martin Ratio Rank: 72

EAOM

EAOM Risk / Return Rank: 65
EAOM Sharpe Ratio Rank: 66
EAOM Sortino Ratio Rank: 68
EAOM Omega Ratio Rank: 68
EAOM Calmar Ratio Rank: 57
EAOM Martin Ratio Rank: 68

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.

BAMO vs. EAOM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookstone Opportunities ETF (BAMO) and iShares ESG Aware Moderate Allocation ETF (EAOM). 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	EAOM	Difference
Sharpe ratio: Return per unit of total volatility	1.88	1.73	+0.15
Sortino ratio: Return per unit of downside risk	2.75	2.48	+0.27
Omega ratio: Gain probability vs. loss probability	1.36	1.32	+0.03
Calmar ratio: Return relative to maximum drawdown	2.32	2.28	+0.05
Martin ratio: Return relative to average drawdown	10.55	9.81	+0.75

BAMO vs. EAOM - Sharpe Ratio Comparison

The current BAMO Sharpe Ratio is 1.88, which is comparable to the EAOM Sharpe Ratio of 1.73. The chart below compares the historical Sharpe Ratios of BAMO and EAOM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BAMO vs. EAOM - Drawdown Comparison

The maximum BAMO drawdown since its inception was -12.72%, smaller than the maximum EAOM drawdown of -20.73%. Use the drawdown chart below to compare losses from any high point for BAMO and EAOM.

Drawdown Indicators

	BAMO	EAOM	Difference
Max Drawdown Largest peak-to-trough decline	-12.72%	-20.73%	+8.01%
Max Drawdown (1Y) Largest decline over 1 year	-5.45%	-5.17%	-0.28%
Max Drawdown (3Y) Largest decline over 3 years	—	-7.63%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-20.73%	—
Current Drawdown Current decline from peak	0.00%	-0.29%	+0.29%
Average Drawdown Average peak-to-trough decline	-1.24%	-4.89%	+3.65%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.20%	1.20%	0.00%

Volatility

BAMO vs. EAOM - Volatility Comparison

Brookstone Opportunities ETF (BAMO) and iShares ESG Aware Moderate Allocation ETF (EAOM) have volatilities of 2.24% and 2.32%, 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.

Volatility by Period

	BAMO	EAOM	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.24%	2.32%	-0.08%
Volatility (6M) Calculated over the trailing 6-month period	5.83%	5.77%	+0.06%
Volatility (1Y) Calculated over the trailing 1-year period	6.73%	6.80%	-0.07%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	9.52%	8.14%	+1.38%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	9.52%	7.92%	+1.60%

BAMO vs. EAOM - Expense Ratio Comparison

BAMO has a 1.30% expense ratio, which is higher than EAOM's 0.18% expense ratio.

Dividends

BAMO vs. EAOM - Dividend Comparison

BAMO's dividend yield for the trailing twelve months is around 1.45%, less than EAOM's 2.86% yield.

Position	TTM	2025	2024	2023	2022	2021	2020
BAMO Brookstone Opportunities ETF	1.45%	1.54%	1.58%	0.48%	0.00%	0.00%	0.00%
EAOM iShares ESG Aware Moderate Allocation ETF	2.86%	2.89%	2.89%	2.70%	1.93%	1.32%	1.02%

Frequently Asked Questions

Can I hold both BAMO and EAOM in my portfolio?

With a correlation of 0.91, BAMO and EAOM 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 is riskier, BAMO or EAOM?

EAOM has higher volatility (2.32%) compared to BAMO (2.24%). In terms of maximum drawdown, BAMO dropped -12.72% vs EAOM's -20.73%.

Which ETF is better, BAMO or EAOM?

On 1-year performance, BAMO leads with 12.94% vs 12.26% for EAOM. On fees, EAOM is cheaper at 0.18% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BAMO or EAOM?

Over the 1-year period, BAMO has performed better with a 12.94% return vs 12.26%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BAMO or EAOM?

EAOM is cheaper with a 0.18% expense ratio, compared with 1.30% for BAMO.

Which ETF pays a higher dividend yield, BAMO or EAOM?

EAOM has the higher dividend yield at 2.86%, compared with 1.45% for BAMO.

What is the main difference between BAMO and EAOM?

They also come from different issuers: Brookstone and iShares. Their fees differ too: 1.30% for BAMO and 0.18% for EAOM.

Which has better risk-adjusted returns?

BAMO currently has the higher Sharpe Ratio (1.88 vs 1.73), 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.