BAMY vs. SPLS
BAMY (Brookstone Yield ETF) and SPLS (PIMCO U.S. Stocks PLUS Active Bond ETF) are both Diversified Portfolio funds. Both are actively managed. Their correlation of 0.81 suggests significant overlap in exposure. BAMY charges 1.48%/yr vs 0.18%/yr for SPLS.
Performance
BAMY vs. SPLS - Performance Comparison
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Returns By Period
BAMY
- 1D
- -0.07%
- 1M
- 0.45%
- YTD
- 1.41%
- 6M
- 1.25%
- 1Y
- 10.01%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SPLS
- 1D
- -1.47%
- 1M
- -1.28%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BAMY vs. SPLS - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
BAMY Brookstone Yield ETF | 0.87% |
SPLS PIMCO U.S. Stocks PLUS Active Bond ETF | 6.75% |
Correlation
The correlation between BAMY and SPLS is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jan 16, 2026 | 0.81 |
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Return for Risk
BAMY vs. SPLS — Risk / Return Rank
BAMY
SPLS
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BAMY vs. SPLS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookstone Yield ETF (BAMY) and PIMCO U.S. Stocks PLUS Active Bond ETF (SPLS). 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 | SPLS | 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. SPLS - Drawdown Comparison
The maximum BAMY drawdown since its inception was -6.03%, smaller than the maximum SPLS drawdown of -9.24%. Use the drawdown chart below to compare losses from any high point for BAMY and SPLS.
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Drawdown Indicators
| BAMY | SPLS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.03% | -9.24% | +3.21% |
Max Drawdown (1Y)Largest decline over 1 year | -2.48% | — | — |
Current DrawdownCurrent decline from peak | -0.15% | -3.05% | +2.90% |
Average DrawdownAverage peak-to-trough decline | -0.52% | -1.87% | +1.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.55% | — | — |
Volatility
BAMY vs. SPLS - Volatility Comparison
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Volatility by Period
| BAMY | SPLS | 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% | 15.61% | -11.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.99% | 15.61% | -9.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.99% | 15.61% | -9.62% |
BAMY vs. SPLS - Expense Ratio Comparison
BAMY has a 1.48% expense ratio, which is higher than SPLS's 0.18% expense ratio.
Dividends
BAMY vs. SPLS - Dividend Comparison
BAMY's dividend yield for the trailing twelve months is around 7.57%, more than SPLS's 0.22% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
BAMY Brookstone Yield ETF | 7.57% | 7.16% | 8.20% | 1.96% |
SPLS PIMCO U.S. Stocks PLUS Active Bond ETF | 0.22% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BAMY and SPLS have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SPLS is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SPLS is cheaper with a 0.18% expense ratio, compared with 1.48% for BAMY.
BAMY has the higher dividend yield at 7.57%, compared with 0.22% for SPLS.
They also come from different issuers: Brookstone and PIMCO. Their fees differ too: 1.48% for BAMY and 0.18% for SPLS.
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