BAMO vs. SDOW
BAMO (Brookstone Opportunities ETF) and SDOW (ProShares UltraPro Short Dow30) are both exchange-traded funds - BAMO is a Diversified Portfolio fund actively managed by Brookstone, while SDOW is a Leveraged Equities fund tracking the Dow Jones Industrial Average (-300%). BAMO is actively managed, while SDOW is passively managed. Over the past year, BAMO returned 13.38% vs -44.44% for SDOW. 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 SDOW.
Performance
BAMO vs. SDOW - Performance Comparison
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Returns By Period
In the year-to-date period, BAMO achieves a 7.26% return, which is significantly higher than SDOW's -26.65% return.
BAMO
- 1D
- 0.81%
- 1M
- 0.89%
- 6M
- 5.80%
- YTD
- 7.26%
- 1Y
- 13.38%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 13.75%
SDOW
- 1D
- -3.91%
- 1M
- -1.62%
- 6M
- -20.61%
- YTD
- -26.65%
- 1Y
- -44.44%
- 3Y*
- -33.29%
- 5Y*
- -26.25%
- 10Y*
- -37.91%
- ALL TIME*
- -38.37%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $136.25K | $174.13K | $171.46K | |
| $88.77M | $79.30M | $110.33M |
BAMO vs. SDOW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BAMO Brookstone Opportunities ETF | 7.26% | 9.16% | 14.39% | 7.75% |
SDOW ProShares UltraPro Short Dow30 | -26.65% | -33.94% | -25.95% | -28.14% |
Correlation
The correlation between BAMO and SDOW 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 SDOW has been stable across timeframes, ranging from -0.90 to -0.85 - a consistent structural relationship.
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Return for Risk
BAMO vs. SDOW — Risk / Return Rank
BAMO
SDOW
BAMO vs. SDOW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookstone Opportunities ETF (BAMO) and ProShares UltraPro Short Dow30 (SDOW). 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 | SDOW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.11 | ||
| Sortino ratioReturn per unit of downside risk | +4.62 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 0.79 | +0.56 |
| Calmar ratioReturn relative to maximum drawdown | 2.47 | -1.04 | +3.50 |
| Martin ratioReturn relative to average drawdown | 11.04 | -1.75 | +12.79 |
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Drawdowns
BAMO vs. SDOW - Drawdown Comparison
The maximum BAMO drawdown since its inception was -12.72%, smaller than the maximum SDOW drawdown of -99.97%. Use the drawdown chart below to compare losses from any high point for BAMO and SDOW.
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Drawdown Indicators
| BAMO | SDOW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.72% | -99.97% | +87.25% |
Max Drawdown (1Y)Largest decline over 1 year | -5.45% | -42.93% | +37.48% |
Max Drawdown (3Y)Largest decline over 3 years | — | -76.95% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -84.12% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -99.21% | — |
Current DrawdownCurrent decline from peak | 0.00% | -99.97% | +99.97% |
Average DrawdownAverage peak-to-trough decline | -1.23% | -89.66% | +88.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.22% | 27.11% | -25.89% |
Volatility
BAMO vs. SDOW - Volatility Comparison
The current volatility for Brookstone Opportunities ETF (BAMO) is 2.32%, while ProShares UltraPro Short Dow30 (SDOW) has a volatility of 11.16%. This indicates that BAMO experiences smaller price fluctuations and is considered to be less risky than SDOW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BAMO | SDOW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.32% | 11.16% | -8.84% |
Volatility (6M)Calculated over the trailing 6-month period | 5.98% | 29.73% | -23.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.02% | 37.35% | -30.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.50% | 44.44% | -34.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.50% | 52.15% | -42.65% |
BAMO vs. SDOW - Expense Ratio Comparison
BAMO has a 1.30% expense ratio, which is higher than SDOW's 0.95% expense ratio.
Dividends
BAMO vs. SDOW - Dividend Comparison
BAMO's dividend yield for the trailing twelve months is around 1.44%, less than SDOW's 5.65% 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% |
SDOW ProShares UltraPro Short Dow30 | 5.65% | 5.80% | 8.30% | 5.38% | 0.36% | 0.00% | 0.52% | 2.17% | 1.23% | 0.09% |
Frequently Asked Questions
BAMO and SDOW 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.
SDOW has higher volatility (11.16%) compared to BAMO (2.32%). In terms of maximum drawdown, BAMO dropped -12.72% vs SDOW's -99.97%.
On 1-year performance, BAMO leads with 13.38% vs -44.44% for SDOW. On fees, SDOW 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 -44.44%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SDOW is cheaper with a 0.95% expense ratio, compared with 1.30% for BAMO.
SDOW has the higher dividend yield at 5.65%, compared with 1.44% for BAMO.
BAMO is categorized as Diversified Portfolio, while SDOW is Leveraged Equities. They also come from different issuers: Brookstone and ProShares. Their fees differ too: 1.30% for BAMO and 0.95% for SDOW.
BAMO currently has the higher Sharpe Ratio (1.92 vs -1.20), 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.
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