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BAMV vs. IWX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

BAMV vs. IWX

Last updated Aug 1, 2026
Documentation

BAMV (Brookstone Value Stock ETF) and IWX (iShares Russell Top 200 Value ETF) are both Large Cap Value Equities funds. BAMV is actively managed, while IWX is passively managed. Over the past year, BAMV returned 19.28% vs 34.92% for IWX. Their correlation of 0.86 means they have usually moved in the same direction. BAMV charges 0.95%/yr vs 0.20%/yr for IWX.

Performance

BAMV vs. IWX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brookstone Value Stock ETF (BAMV) and iShares Russell Top 200 Value ETF (IWX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BAMV achieves a 14.45% return, which is significantly lower than IWX's 20.90% return.

BAMV

1D
0.55%
1M
3.79%
6M
11.36%
YTD
14.45%
1Y
19.28%
3Y*
—
5Y*
—
10Y*
—
ALL TIME*
17.23%

IWX

1D
0.74%
1M
2.59%
6M
15.57%
YTD
20.90%
1Y
34.92%
3Y*
18.98%
5Y*
12.65%
10Y*
12.13%
ALL TIME*
11.70%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

BAMV

Brookstone Value Stock ETF
$485.78K$484.91K$458.78K

IWX

iShares Russell Top 200 Value ETF
$55.11M$49.72M$33.93M

BAMV vs. IWX - Yearly Performance Comparison

2026 (YTD)202520242023
BAMV
Brookstone Value Stock ETF		14.45%7.66%12.03%13.82%
IWX
iShares Russell Top 200 Value ETF		20.90%18.23%14.89%7.64%

Correlation

The correlation between BAMV and IWX is 0.80, meaning they have usually moved in the same direction, including during past declines.

Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.80

Correlation (All Time)
Calculated using the full available price history since Sep 27, 2023

0.86

The correlation between BAMV and IWX has been stable across timeframes, ranging from 0.80 to 0.86 - a consistent structural relationship.

BAMV vs. IWX - Sectors Allocation Comparison

Sectors
BAMV
IWX

Financial Services

30.8%
20.0%

Technology

23.8%
22.6%

Industrials

10.7%
8.3%

Healthcare

9.8%
13.6%

Communication Services

8.0%
3.5%

Energy

5.9%
5.1%

Basic Materials

4.5%
2.8%

Real Estate

2.9%
1.8%

Consumer Cyclical

2.3%
11.6%

Consumer Defensive

0.8%
8.2%

Utilities

0.4%
2.6%

Financial Services

BAMV
30.8%
IWX
20.0%

Technology

BAMV
23.8%
IWX
22.6%

Industrials

BAMV
10.7%
IWX
8.3%

Healthcare

BAMV
9.8%
IWX
13.6%

Communication Services

BAMV
8.0%
IWX
3.5%

Energy

BAMV
5.9%
IWX
5.1%

Basic Materials

BAMV
4.5%
IWX
2.8%

Real Estate

BAMV
2.9%
IWX
1.8%

Consumer Cyclical

BAMV
2.3%
IWX
11.6%

Consumer Defensive

BAMV
0.8%
IWX
8.2%

Utilities

BAMV
0.4%
IWX
2.6%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Brookstone Value Stock ETF

iShares Russell Top 200 Value ETF

Often compared with BAMV:
BAMV vs. BAMDBAMV vs. ABEQBAMV vs. BAMBBAMV vs. BAMUBAMV vs. BAMOBAMV vs. BAMABAMV vs. DIVZ
Often compared with IWX:
IWX vs. IWNIWX vs. IWYIWX vs. IWCIWX vs. IWFIWX vs. XLPIWX vs. QQQIWX vs. SPYV

Return for Risk

BAMV vs. IWX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
BAMV
BAMV Risk / Return Rank: 7171
Overall Rank
BAMV Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
BAMV Sortino Ratio Rank: 7070
Sortino Ratio Rank
BAMV Omega Ratio Rank: 6262
Omega Ratio Rank
BAMV Calmar Ratio Rank: 8181
Calmar Ratio Rank
BAMV Martin Ratio Rank: 7474
Martin Ratio Rank
IWX
IWX Risk / Return Rank: 9595
Overall Rank
IWX Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
IWX Sortino Ratio Rank: 9696
Sortino Ratio Rank
IWX Omega Ratio Rank: 9595
Omega Ratio Rank
IWX Calmar Ratio Rank: 9595
Calmar Ratio Rank
IWX Martin Ratio Rank: 9696
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BAMV vs. IWX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookstone Value Stock ETF (BAMV) and iShares Russell Top 200 Value ETF (IWX). 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.

BAMVIWXDifference
Sharpe ratioReturn per unit of total volatility
1.56
3.10

-1.54

Sortino ratioReturn per unit of downside risk
2.27
4.28

-2.01

Omega ratioGain probability vs. loss probability

1.27

1.55

-0.28

Calmar ratioReturn relative to maximum drawdown

2.97

5.05

-2.08

Martin ratioReturn relative to average drawdown

9.28

22.22

-12.94

BAMV vs. IWX - Sharpe Ratio Comparison

The current BAMV Sharpe Ratio is 1.56, which is lower than the IWX Sharpe Ratio of 3.10. The chart below compares the historical Sharpe Ratios of BAMV and IWX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

BAMV vs. IWX - Drawdown Comparison

The maximum BAMV drawdown since its inception was -14.56%, smaller than the maximum IWX drawdown of -35.76%. Use the drawdown chart below to compare losses from any high point for BAMV and IWX.

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Drawdown Indicators

BAMVIWXDifference

Max Drawdown

Largest peak-to-trough decline

-14.56%

-35.76%

+21.20%

Max Drawdown (1Y)

Largest decline over 1 year

-6.23%

-6.59%

+0.36%

Max Drawdown (3Y)

Largest decline over 3 years

—

-13.37%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-18.13%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-35.76%

—

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-1.94%

-3.79%

+1.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.99%

1.50%

+0.49%

Volatility

BAMV vs. IWX - Volatility Comparison

Brookstone Value Stock ETF (BAMV) and iShares Russell Top 200 Value ETF (IWX) have volatilities of 3.01% and 3.10%, 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.

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Volatility by Period

BAMVIWXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.01%

3.10%

-0.09%

Volatility (6M)

Calculated over the trailing 6-month period

8.56%

8.46%

+0.10%

Volatility (1Y)

Calculated over the trailing 1-year period

12.04%

10.81%

+1.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.59%

13.89%

-0.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.59%

16.48%

-2.89%

BAMV vs. IWX - Expense Ratio Comparison

BAMV has a 0.95% expense ratio, which is higher than IWX's 0.20% expense ratio.

Dividends

BAMV vs. IWX - Dividend Comparison

BAMV's dividend yield for the trailing twelve months is around 1.22%, less than IWX's 1.39% yield.

PositionTTM20252024202320222021202020192018201720162015
BAMV
Brookstone Value Stock ETF		1.22%1.32%3.66%0.19%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IWX
iShares Russell Top 200 Value ETF		1.39%1.59%1.97%2.13%2.07%1.79%2.12%2.60%2.66%2.12%2.22%2.77%

Frequently Asked Questions

BAMV and IWX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IWX has higher volatility (3.10%) compared to BAMV (3.01%). In terms of maximum drawdown, BAMV dropped -14.56% vs IWX's -35.76%.

On 1-year performance, IWX leads with 34.92% vs 19.28% for BAMV. On fees, IWX is cheaper at 0.20% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, IWX has performed better with a 34.92% return vs 19.28%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IWX is cheaper with a 0.20% expense ratio, compared with 0.95% for BAMV.

IWX has the higher dividend yield at 1.39%, compared with 1.22% for BAMV.

They also come from different issuers: Brookstone and iShares. Their fees differ too: 0.95% for BAMV and 0.20% for IWX.

IWX currently has the higher Sharpe Ratio (3.10 vs 1.56), 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.

Portfolio Optimizer

Find the right allocation for BAMV and IWX

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