BAMY vs. IVW
BAMY (Brookstone Yield ETF) and IVW (iShares S&P 500 Growth ETF) are both exchange-traded funds - BAMY is a Diversified Portfolio fund actively managed by Brookstone, while IVW is a Large Cap Growth Equities fund tracking the S&P 500 Growth Index. BAMY is actively managed, while IVW is passively managed. Over the past year, BAMY returned 10.81% vs 31.38% for IVW. A 0.76 correlation means they provide meaningful diversification when combined. BAMY charges 1.48%/yr vs 0.18%/yr for IVW.
Performance
BAMY vs. IVW - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BAMY achieves a 1.48% return, which is significantly lower than IVW's 11.26% return.
BAMY
- 1D
- -0.01%
- 1M
- 0.52%
- YTD
- 1.48%
- 6M
- 1.42%
- 1Y
- 10.81%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IVW
- 1D
- -0.78%
- 1M
- 0.29%
- YTD
- 11.26%
- 6M
- 10.89%
- 1Y
- 31.38%
- 3Y*
- 26.35%
- 5Y*
- 14.62%
- 10Y*
- 18.21%
BAMY vs. IVW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BAMY Brookstone Yield ETF | 1.48% | 12.93% | 10.60% | 5.20% |
IVW iShares S&P 500 Growth ETF | 11.26% | 21.95% | 35.82% | 10.49% |
Correlation
The correlation between BAMY and IVW is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.75 |
Correlation (All Time) Calculated using the full available price history since Sep 28, 2023 | 0.76 |
The correlation between BAMY and IVW has been stable across timeframes, ranging from 0.75 to 0.76 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BAMY vs. IVW — Risk / Return Rank
BAMY
IVW
BAMY vs. IVW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookstone Yield ETF (BAMY) and iShares S&P 500 Growth ETF (IVW). 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.
| BAMY | IVW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.51 | ||
| Sortino ratioReturn per unit of downside risk | +0.94 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 1.32 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 4.37 | 2.29 | +2.08 |
| Martin ratioReturn relative to average drawdown | 19.53 | 9.14 | +10.39 |
Loading charts...
Drawdowns
BAMY vs. IVW - Drawdown Comparison
The maximum BAMY drawdown since its inception was -6.03%, smaller than the maximum IVW drawdown of -57.33%. Use the drawdown chart below to compare losses from any high point for BAMY and IVW.
Loading charts...
Drawdown Indicators
| BAMY | IVW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.03% | -57.33% | +51.30% |
Max Drawdown (1Y)Largest decline over 1 year | -2.48% | -13.75% | +11.27% |
Max Drawdown (3Y)Largest decline over 3 years | — | -22.15% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -32.72% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.72% | — |
Current DrawdownCurrent decline from peak | -0.09% | -3.23% | +3.14% |
Average DrawdownAverage peak-to-trough decline | -0.53% | -17.59% | +17.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.55% | 3.44% | -2.89% |
Volatility
BAMY vs. IVW - Volatility Comparison
The current volatility for Brookstone Yield ETF (BAMY) is 0.92%, while iShares S&P 500 Growth ETF (IVW) has a volatility of 6.84%. This indicates that BAMY experiences smaller price fluctuations and is considered to be less risky than IVW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BAMY | IVW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.92% | 6.84% | -5.92% |
Volatility (6M)Calculated over the trailing 6-month period | 2.85% | 13.64% | -10.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.58% | 16.92% | -12.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.99% | 21.32% | -15.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.99% | 20.71% | -14.72% |
BAMY vs. IVW - Expense Ratio Comparison
BAMY has a 1.48% expense ratio, which is higher than IVW's 0.18% expense ratio.
Dividends
BAMY vs. IVW - Dividend Comparison
BAMY's dividend yield for the trailing twelve months is around 7.56%, more than IVW's 0.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAMY Brookstone Yield ETF | 7.56% | 7.16% | 8.20% | 1.96% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVW iShares S&P 500 Growth ETF | 0.36% | 0.40% | 0.43% | 1.03% | 0.92% | 0.46% | 0.82% | 1.63% | 1.28% | 1.30% | 1.51% | 1.51% |
Frequently Asked Questions
BAMY and IVW have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IVW has higher volatility (6.84%) compared to BAMY (0.92%). In terms of maximum drawdown, BAMY dropped -6.03% vs IVW's -57.33%.
On 1-year performance, IVW leads with 31.38% vs 10.81% for BAMY. On fees, IVW is cheaper at 0.18% per year. On volatility, BAMY has been the lower-risk option at 0.92%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, IVW has performed better with a 31.38% return vs 10.81%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IVW is cheaper with a 0.18% expense ratio, compared with 1.48% for BAMY.
BAMY has the higher dividend yield at 7.56%, compared with 0.36% for IVW.
BAMY is categorized as Diversified Portfolio, while IVW is Large Cap Growth Equities. They also come from different issuers: Brookstone and iShares. Their fees differ too: 1.48% for BAMY and 0.18% for IVW.
BAMY currently has the higher Sharpe Ratio (2.37 vs 1.87), 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.
Find the right allocation for BAMY and IVW
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer