BAMY vs. CTAP

Last updated Jun 4, 2026

BAMY (Brookstone Yield ETF) and CTAP (Simplify US Equity PLUS Managed Futures Strategy ETF) are both Diversified Portfolio funds. Both are actively managed. At a 0.13 correlation, their price movements are largely independent. BAMY charges 1.48%/yr vs 0.10%/yr for CTAP.

Performance

BAMY vs. CTAP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brookstone Yield ETF (BAMY) and Simplify US Equity PLUS Managed Futures Strategy ETF (CTAP). 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 CTAP's 21.95% return.

BAMY

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

CTAP

• 1D: -0.32%
• 1M: -3.24%
• YTD: 21.95%
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BAMY vs. CTAP - Yearly Performance Comparison

	2026 (YTD)	2025
BAMY Brookstone Yield ETF	1.16%	0.70%
CTAP Simplify US Equity PLUS Managed Futures Strategy ETF	21.95%	2.44%

Correlation

The correlation between BAMY and CTAP is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Dec 10, 2025	0.13

BAMY vs. CTAP - Sectors Allocation Comparison

Sectors	BAMY	CTAP
Technology	40.4%	-
Communication Services	13.0%	-
Consumer Cyclical	12.6%	-
Healthcare	8.7%	-
Financial Services	6.8%	49.3%
Industrials	6.6%	-
Consumer Defensive	5.3%	-
Utilities	2.5%	-
Basic Materials	1.5%	-
Energy	1.5%	-
Real Estate	1.3%	-

Return for Risk

BAMY vs. CTAP — 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. CTAP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookstone Yield ETF (BAMY) and Simplify US Equity PLUS Managed Futures Strategy ETF (CTAP). 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	CTAP	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	CTAP	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	2.50	-0.63

Drawdowns

BAMY vs. CTAP - Drawdown Comparison

The maximum BAMY drawdown since its inception was -6.03%, smaller than the maximum CTAP drawdown of -9.02%. Use the drawdown chart below to compare losses from any high point for BAMY and CTAP.

Drawdown Indicators

	BAMY	CTAP	Difference
Max Drawdown Largest peak-to-trough decline	-6.03%	-9.02%	+2.99%
Max Drawdown (1Y) Largest decline over 1 year	-2.48%	—	—
Current Drawdown Current decline from peak	-0.24%	-4.47%	+4.23%
Average Drawdown Average peak-to-trough decline	-0.53%	-2.18%	+1.65%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.55%	—	—

Volatility

Volatility by Period

	BAMY	CTAP	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%	23.94%	-19.32%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	6.03%	23.94%	-17.91%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	6.03%	23.94%	-17.91%

BAMY vs. CTAP - Expense Ratio Comparison

BAMY has a 1.48% expense ratio, which is higher than CTAP's 0.10% expense ratio.

Dividends

BAMY vs. CTAP - Dividend Comparison

BAMY's dividend yield for the trailing twelve months is around 7.59%, more than CTAP's 0.65% yield.

Position	TTM	2025	2024	2023
BAMY Brookstone Yield ETF	7.59%	7.16%	8.20%	1.96%
CTAP Simplify US Equity PLUS Managed Futures Strategy ETF	0.65%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both BAMY and CTAP in my portfolio?

BAMY and CTAP have a correlation of 0.13, 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 CTAP?

On fees, CTAP is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BAMY or CTAP?

CTAP is cheaper with a 0.10% expense ratio, compared with 1.48% for BAMY.

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

BAMY has the higher dividend yield at 7.59%, compared with 0.65% for CTAP.

What is the main difference between BAMY and CTAP?

They also come from different issuers: Brookstone and Simplify. Their fees differ too: 1.48% for BAMY and 0.10% for CTAP.