BAMY vs. AAAA

Last updated Jun 4, 2026

BAMY (Brookstone Yield ETF) and AAAA (Amplius Aggressive Asset Allocation ETF) are both Diversified Portfolio funds. Both are actively managed. Their correlation of 0.83 suggests significant overlap in exposure. BAMY charges 1.48%/yr vs 0.49%/yr for AAAA.

Performance

BAMY vs. AAAA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brookstone Yield ETF (BAMY) and Amplius Aggressive Asset Allocation ETF (AAAA). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BAMY achieves a 1.16% return, which is significantly lower than AAAA's 12.38% return.

BAMY

• 1D: -0.21%
• 1M: 0.31%
• YTD: 1.16%
• 6M: 1.80%
• 1Y: 10.68%
• 3Y*: —
• 5Y*: —
• 10Y*: —

AAAA

• 1D: -0.56%
• 1M: 5.11%
• YTD: 12.38%
• 6M: 12.67%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BAMY vs. AAAA - Yearly Performance Comparison

	2026 (YTD)	2025
BAMY Brookstone Yield ETF	1.16%	6.64%
AAAA Amplius Aggressive Asset Allocation ETF	12.38%	9.90%

Correlation

The correlation between BAMY and AAAA is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 17, 2025	0.83

Return for Risk

BAMY vs. AAAA — Risk / Return Rank

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

BAMY

BAMY Risk / Return Rank: 79
BAMY Sharpe Ratio Rank: 71
BAMY Sortino Ratio Rank: 75
BAMY Omega Ratio Rank: 81
BAMY Calmar Ratio Rank: 82
BAMY Martin Ratio Rank: 88

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.

BAMY vs. AAAA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookstone Yield ETF (BAMY) and Amplius Aggressive Asset Allocation ETF (AAAA). 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.

	BAMY	AAAA	Difference
Sharpe ratio: Return per unit of total volatility	2.33	—	—
Sortino ratio: Return per unit of downside risk	3.39	—	—
Omega ratio: Gain probability vs. loss probability	1.49	—	—
Calmar ratio: Return relative to maximum drawdown	4.32	—	—
Martin ratio: Return relative to average drawdown	19.33	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	BAMY	AAAA	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.33	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.87	2.41	-0.54

Drawdowns

BAMY vs. AAAA - Drawdown Comparison

The maximum BAMY drawdown since its inception was -6.03%, smaller than the maximum AAAA drawdown of -7.83%. Use the drawdown chart below to compare losses from any high point for BAMY and AAAA.

Drawdown Indicators

	BAMY	AAAA	Difference
Max Drawdown Largest peak-to-trough decline	-6.03%	-7.83%	+1.80%
Max Drawdown (1Y) Largest decline over 1 year	-2.48%	—	—
Current Drawdown Current decline from peak	-0.24%	-0.56%	+0.32%
Average Drawdown Average peak-to-trough decline	-0.53%	-0.99%	+0.46%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.55%	—	—

Volatility

Volatility by Period

	BAMY	AAAA	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.09%	—	—
Volatility (6M) Calculated over the trailing 6-month period	2.80%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	4.62%	11.25%	-6.63%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	6.03%	11.25%	-5.22%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	6.03%	11.25%	-5.22%

BAMY vs. AAAA - Expense Ratio Comparison

BAMY has a 1.48% expense ratio, which is higher than AAAA's 0.49% expense ratio.

Dividends

BAMY vs. AAAA - Dividend Comparison

BAMY's dividend yield for the trailing twelve months is around 7.59%, more than AAAA's 0.79% yield.

Position	TTM	2025	2024	2023
AAAA Amplius Aggressive Asset Allocation ETF	0.79%	0.79%	0.00%	0.00%
BAMY Brookstone Yield ETF	7.59%	7.16%	8.20%	1.96%

Frequently Asked Questions

Can I hold both BAMY and AAAA in my portfolio?

BAMY and AAAA have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BAMY or AAAA?

On fees, AAAA is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BAMY or AAAA?

AAAA is cheaper with a 0.49% expense ratio, compared with 1.48% for BAMY.

Which ETF pays a higher dividend yield, BAMY or AAAA?

BAMY has the higher dividend yield at 7.59%, compared with 0.79% for AAAA.

What is the main difference between BAMY and AAAA?

They also come from different issuers: Brookstone and Amplius. Their fees differ too: 1.48% for BAMY and 0.49% for AAAA.