BAMY vs. MPRO

Last updated Jun 4, 2026

BAMY (Brookstone Yield ETF) and MPRO (Monarch ProCap ETF) are both Diversified Portfolio funds. BAMY is actively managed, while MPRO is passively managed. Over the past year, BAMY returned 10.68% vs 12.85% for MPRO. A 0.69 correlation means they provide meaningful diversification when combined. BAMY charges 1.48%/yr vs 1.17%/yr for MPRO.

Performance

BAMY vs. MPRO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brookstone Yield ETF (BAMY) and Monarch ProCap ETF (MPRO). 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 MPRO's 5.93% return.

BAMY

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

MPRO

• 1D: -0.28%
• 1M: 0.89%
• YTD: 5.93%
• 6M: 5.81%
• 1Y: 12.85%
• 3Y*: 9.93%
• 5Y*: 5.46%
• 10Y*: —

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

BAMY vs. MPRO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
BAMY Brookstone Yield ETF	1.16%	12.93%	10.60%	5.20%
MPRO Monarch ProCap ETF	5.93%	9.33%	8.37%	9.55%

Correlation

The correlation between BAMY and MPRO is 0.62, 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	0.62
Correlation (All Time) Calculated using the full available price history since Sep 29, 2023	0.69

The correlation between BAMY and MPRO has been stable across timeframes, ranging from 0.62 to 0.69 - a consistent structural relationship.

BAMY vs. MPRO - Sectors Allocation Comparison

Sectors	BAMY	MPRO
Technology	40.4%	11.9%
Communication Services	13.0%	19.8%
Consumer Cyclical	12.6%	10.4%
Healthcare	8.7%	18.8%
Financial Services	6.8%	9.8%
Industrials	6.6%	9.5%
Consumer Defensive	5.3%	9.6%
Utilities	2.5%	-
Basic Materials	1.5%	-
Energy	1.5%	-
Real Estate	1.3%	10.1%

Return for Risk

BAMY vs. MPRO — 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

MPRO

MPRO Risk / Return Rank: 56
MPRO Sharpe Ratio Rank: 58
MPRO Sortino Ratio Rank: 62
MPRO Omega Ratio Rank: 58
MPRO Calmar Ratio Rank: 47
MPRO Martin Ratio Rank: 53

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. MPRO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookstone Yield ETF (BAMY) and Monarch ProCap ETF (MPRO). 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	MPRO	Difference
Sharpe ratio: Return per unit of total volatility	2.33	1.95	+0.38
Sortino ratio: Return per unit of downside risk	3.39	2.87	+0.51
Omega ratio: Gain probability vs. loss probability	1.49	1.35	+0.14
Calmar ratio: Return relative to maximum drawdown	4.32	2.28	+2.04
Martin ratio: Return relative to average drawdown	19.33	8.99	+10.34
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. MPRO - Sharpe Ratio Comparison

The current BAMY Sharpe Ratio is 2.33, which is comparable to the MPRO Sharpe Ratio of 1.95. The chart below compares the historical Sharpe Ratios of BAMY and MPRO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BAMY	MPRO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.33	1.95	+0.38
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.59	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.87	0.74	+1.13

Drawdowns

BAMY vs. MPRO - Drawdown Comparison

The maximum BAMY drawdown since its inception was -6.03%, smaller than the maximum MPRO drawdown of -14.51%. Use the drawdown chart below to compare losses from any high point for BAMY and MPRO.

Drawdown Indicators

	BAMY	MPRO	Difference
Max Drawdown Largest peak-to-trough decline	-6.03%	-14.51%	+8.48%
Max Drawdown (1Y) Largest decline over 1 year	-2.48%	-5.67%	+3.19%
Max Drawdown (3Y) Largest decline over 3 years	—	-9.64%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-14.51%	—
Current Drawdown Current decline from peak	-0.24%	-0.87%	+0.63%
Average Drawdown Average peak-to-trough decline	-0.53%	-3.46%	+2.93%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.55%	1.43%	-0.88%

Volatility

BAMY vs. MPRO - Volatility Comparison

The current volatility for Brookstone Yield ETF (BAMY) is 1.09%, while Monarch ProCap ETF (MPRO) has a volatility of 1.74%. This indicates that BAMY experiences smaller price fluctuations and is considered to be less risky than MPRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BAMY	MPRO	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.09%	1.74%	-0.65%
Volatility (6M) Calculated over the trailing 6-month period	2.80%	5.02%	-2.22%
Volatility (1Y) Calculated over the trailing 1-year period	4.62%	6.64%	-2.02%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	6.03%	9.25%	-3.22%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	6.03%	9.22%	-3.19%

BAMY vs. MPRO - Expense Ratio Comparison

BAMY has a 1.48% expense ratio, which is higher than MPRO's 1.17% expense ratio.

Dividends

BAMY vs. MPRO - Dividend Comparison

BAMY's dividend yield for the trailing twelve months is around 7.59%, more than MPRO's 1.88% yield.

Position	TTM	2025	2024	2023	2022	2021
BAMY Brookstone Yield ETF	7.59%	7.16%	8.20%	1.96%	0.00%	0.00%
MPRO Monarch ProCap ETF	1.88%	1.93%	1.64%	1.40%	1.09%	0.95%

Frequently Asked Questions

Can I hold both BAMY and MPRO in my portfolio?

BAMY and MPRO have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BAMY or MPRO?

MPRO has higher volatility (1.74%) compared to BAMY (1.09%). In terms of maximum drawdown, BAMY dropped -6.03% vs MPRO's -14.51%.

Which ETF is better, BAMY or MPRO?

On 1-year performance, MPRO leads with 12.85% vs 10.68% for BAMY. On fees, MPRO is cheaper at 1.17% per year. On volatility, BAMY has been the lower-risk option at 1.09%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BAMY or MPRO?

Over the 1-year period, MPRO has performed better with a 12.85% return vs 10.68%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BAMY or MPRO?

MPRO is cheaper with a 1.17% expense ratio, compared with 1.48% for BAMY.

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

BAMY has the higher dividend yield at 7.59%, compared with 1.88% for MPRO.

What is the main difference between BAMY and MPRO?

They also come from different issuers: Brookstone and Monarch. Their fees differ too: 1.48% for BAMY and 1.17% for MPRO.

Which has better risk-adjusted returns?

BAMY currently has the higher Sharpe Ratio (2.33 vs 1.95), 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.