BAMY vs. MDAA
BAMY (Brookstone Yield ETF) and MDAA (Myriad Dynamic Asset Allocation ETF) are both Diversified Portfolio funds. Both are actively managed. A 0.73 correlation means they provide meaningful diversification when combined. BAMY charges 1.48%/yr vs 0.97%/yr for MDAA.
Performance
BAMY vs. MDAA - Performance Comparison
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Returns By Period
In the year-to-date period, BAMY achieves a 1.41% return, which is significantly lower than MDAA's 16.10% return.
BAMY
- 1D
- -0.07%
- 1M
- 0.45%
- YTD
- 1.41%
- 6M
- 1.25%
- 1Y
- 10.01%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MDAA
- 1D
- -3.38%
- 1M
- -0.04%
- YTD
- 16.10%
- 6M
- 15.40%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BAMY vs. MDAA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BAMY Brookstone Yield ETF | 1.41% | 2.91% |
MDAA Myriad Dynamic Asset Allocation ETF | 16.10% | -0.25% |
Correlation
The correlation between BAMY and MDAA is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 3, 2025 | 0.73 |
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Return for Risk
BAMY vs. MDAA — Risk / Return Rank
BAMY
MDAA
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BAMY vs. MDAA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookstone Yield ETF (BAMY) and Myriad Dynamic Asset Allocation ETF (MDAA). 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 | MDAA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.47 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 4.05 | — | — |
| Martin ratioReturn relative to average drawdown | 18.10 | — | — |
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Drawdowns
BAMY vs. MDAA - Drawdown Comparison
The maximum BAMY drawdown since its inception was -6.03%, smaller than the maximum MDAA drawdown of -14.59%. Use the drawdown chart below to compare losses from any high point for BAMY and MDAA.
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Drawdown Indicators
| BAMY | MDAA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.03% | -14.59% | +8.56% |
Max Drawdown (1Y)Largest decline over 1 year | -2.48% | — | — |
Current DrawdownCurrent decline from peak | -0.15% | -5.99% | +5.84% |
Average DrawdownAverage peak-to-trough decline | -0.52% | -3.04% | +2.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.55% | — | — |
Volatility
BAMY vs. MDAA - Volatility Comparison
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Volatility by Period
| BAMY | MDAA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.93% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 2.84% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 4.57% | 25.25% | -20.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.99% | 25.25% | -19.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.99% | 25.25% | -19.26% |
BAMY vs. MDAA - Expense Ratio Comparison
BAMY has a 1.48% expense ratio, which is higher than MDAA's 0.97% expense ratio.
Dividends
BAMY vs. MDAA - Dividend Comparison
BAMY's dividend yield for the trailing twelve months is around 7.57%, more than MDAA's 0.40% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
BAMY Brookstone Yield ETF | 7.57% | 7.16% | 8.20% | 1.96% |
MDAA Myriad Dynamic Asset Allocation ETF | 0.40% | 0.46% | 0.00% | 0.00% |
Frequently Asked Questions
BAMY and MDAA have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, MDAA is cheaper at 0.97% per year. The better choice depends on whether you care most about return, fees, risk, or income.
MDAA is cheaper with a 0.97% expense ratio, compared with 1.48% for BAMY.
BAMY has the higher dividend yield at 7.57%, compared with 0.40% for MDAA.
They also come from different issuers: Brookstone and Myriad. Their fees differ too: 1.48% for BAMY and 0.97% for MDAA.
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