BAMV vs. KLXY
Compare and contrast key facts about Brookstone Value Stock ETF (BAMV) and Kraneshares Global Luxury Index ETF (KLXY).
BAMV and KLXY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BAMV is an actively managed fund by Brookstone. It was launched on Sep 26, 2023. KLXY is a passively managed fund by KraneShares that tracks the performance of the Solactive Global Luxury Index - Benchmark TR Net. It was launched on Sep 6, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BAMV or KLXY.
Correlation
The correlation between BAMV and KLXY is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BAMV vs. KLXY - Performance Comparison
Key characteristics
BAMV:
0.51
KLXY:
-0.25
BAMV:
0.81
KLXY:
-0.22
BAMV:
1.12
KLXY:
0.97
BAMV:
0.57
KLXY:
-0.23
BAMV:
2.27
KLXY:
-0.65
BAMV:
3.69%
KLXY:
9.36%
BAMV:
16.48%
KLXY:
24.00%
BAMV:
-14.56%
KLXY:
-26.57%
BAMV:
-5.85%
KLXY:
-15.46%
Returns By Period
In the year-to-date period, BAMV achieves a -0.19% return, which is significantly higher than KLXY's -2.33% return.
BAMV
-0.19%
8.12%
-0.27%
8.17%
N/A
N/A
KLXY
-2.33%
9.93%
1.97%
-7.88%
N/A
N/A
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BAMV vs. KLXY - Expense Ratio Comparison
BAMV has a 0.95% expense ratio, which is higher than KLXY's 0.69% expense ratio.
Risk-Adjusted Performance
BAMV vs. KLXY — Risk-Adjusted Performance Rank
BAMV
KLXY
BAMV vs. KLXY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookstone Value Stock ETF (BAMV) and Kraneshares Global Luxury Index ETF (KLXY). 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.
Dividends
BAMV vs. KLXY - Dividend Comparison
BAMV's dividend yield for the trailing twelve months is around 3.77%, more than KLXY's 0.76% yield.
| TTM | 2024 | 2023 | |
|---|---|---|---|
BAMV Brookstone Value Stock ETF | 3.77% | 3.66% | 0.19% |
KLXY Kraneshares Global Luxury Index ETF | 0.76% | 0.74% | 0.15% |
Drawdowns
BAMV vs. KLXY - Drawdown Comparison
The maximum BAMV drawdown since its inception was -14.56%, smaller than the maximum KLXY drawdown of -26.57%. Use the drawdown chart below to compare losses from any high point for BAMV and KLXY. For additional features, visit the drawdowns tool.
Volatility
BAMV vs. KLXY - Volatility Comparison
The current volatility for Brookstone Value Stock ETF (BAMV) is 12.17%, while Kraneshares Global Luxury Index ETF (KLXY) has a volatility of 14.87%. This indicates that BAMV experiences smaller price fluctuations and is considered to be less risky than KLXY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.