BAMY vs. EAOK

Last updated Apr 1, 2026

Compare and contrast key facts about Brookstone Yield ETF (BAMY) and iShares ESG Aware Conservative Allocation ETF (EAOK).

BAMY and EAOK are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BAMY is an actively managed fund by Brookstone. It was launched on Sep 27, 2023. EAOK is a passively managed fund by iShares that tracks the performance of the BlackRock ESG Aware Conservative Allocation Index. It was launched on Jun 12, 2020.

Performance

BAMY vs. EAOK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brookstone Yield ETF (BAMY) and iShares ESG Aware Conservative Allocation ETF (EAOK). The values are adjusted to include any dividend payments, if applicable.

BAMY vs. EAOK - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
BAMY Brookstone Yield ETF	-0.46%	12.93%	10.60%	5.20%
EAOK iShares ESG Aware Conservative Allocation ETF	-0.71%	11.47%	5.81%	7.94%

Returns By Period

In the year-to-date period, BAMY achieves a -0.46% return, which is significantly higher than EAOK's -0.71% return.

BAMY

• 1D: 0.93%
• 1M: -1.05%
• YTD: -0.46%
• 6M: 2.71%
• 1Y: 12.58%
• 3Y*: —
• 5Y*: —
• 10Y*: —

EAOK

• 1D: 1.12%
• 1M: -3.10%
• YTD: -0.71%
• 6M: 0.92%
• 1Y: 9.27%
• 3Y*: 7.29%
• 5Y*: 2.73%
• 10Y*: —

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

BAMY vs. EAOK - Expense Ratio Comparison

BAMY has a 1.48% expense ratio, which is higher than EAOK's 0.18% expense ratio.

BAMY

Brookstone Yield ETF

EAOK

iShares ESG Aware Conservative Allocation ETF

Return for Risk

BAMY vs. EAOK — Risk / Return Rank

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

BAMY

BAMY Risk / Return Rank: 91
BAMY Sharpe Ratio Rank: 88
BAMY Sortino Ratio Rank: 92
BAMY Omega Ratio Rank: 95
BAMY Calmar Ratio Rank: 87
BAMY Martin Ratio Rank: 95

EAOK

EAOK Risk / Return Rank: 78
EAOK Sharpe Ratio Rank: 77
EAOK Sortino Ratio Rank: 80
EAOK Omega Ratio Rank: 77
EAOK Calmar Ratio Rank: 78
EAOK Martin Ratio Rank: 78

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. EAOK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookstone Yield ETF (BAMY) and iShares ESG Aware Conservative Allocation ETF (EAOK). 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	EAOK	Difference
Sharpe ratio Return per unit of total volatility	1.87	1.43	+0.43
Sortino ratio Return per unit of downside risk	2.73	2.07	+0.65
Omega ratio Gain probability vs. loss probability	1.46	1.29	+0.17
Calmar ratio Return relative to maximum drawdown	2.75	2.09	+0.66
Martin ratio Return relative to average drawdown	15.03	8.37	+6.66
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BAMY vs. EAOK - Sharpe Ratio Comparison

The current BAMY Sharpe Ratio is 1.87, which is higher than the EAOK Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of BAMY and EAOK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BAMY	EAOK	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.87	1.43	+0.43
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.39	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.85	0.55	+1.30

Correlation

The correlation between BAMY and EAOK is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

BAMY vs. EAOK - Dividend Comparison

BAMY's dividend yield for the trailing twelve months is around 8.04%, more than EAOK's 3.24% yield.

	TTM	2025	2024	2023	2022	2021	2020
BAMY Brookstone Yield ETF	8.04%	7.16%	8.20%	1.96%	0.00%	0.00%	0.00%
EAOK iShares ESG Aware Conservative Allocation ETF	3.24%	3.18%	3.15%	2.80%	2.27%	1.19%	1.00%

Drawdowns

BAMY vs. EAOK - Drawdown Comparison

The maximum BAMY drawdown since its inception was -6.03%, smaller than the maximum EAOK drawdown of -19.91%. Use the drawdown chart below to compare losses from any high point for BAMY and EAOK.

Drawdown Indicators

	BAMY	EAOK	Difference
Max Drawdown Largest peak-to-trough decline	-6.03%	-19.91%	+13.88%
Max Drawdown (1Y) Largest decline over 1 year	-4.60%	-4.49%	-0.11%
Max Drawdown (5Y) Largest decline over 5 years	—	-19.91%	—
Current Drawdown Current decline from peak	-1.42%	-3.10%	+1.68%
Average Drawdown Average peak-to-trough decline	-0.54%	-5.15%	+4.61%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.84%	1.12%	-0.28%

Volatility

BAMY vs. EAOK - Volatility Comparison

The current volatility for Brookstone Yield ETF (BAMY) is 2.00%, while iShares ESG Aware Conservative Allocation ETF (EAOK) has a volatility of 2.87%. This indicates that BAMY experiences smaller price fluctuations and is considered to be less risky than EAOK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BAMY	EAOK	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.00%	2.87%	-0.87%
Volatility (6M) Calculated over the trailing 6-month period	3.54%	4.01%	-0.47%
Volatility (1Y) Calculated over the trailing 1-year period	6.77%	6.50%	+0.27%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	6.16%	6.99%	-0.83%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	6.16%	6.83%	-0.67%