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MFVL vs. BAMV
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MFVL vs. BAMV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Motley Fool Value Factor ETF (MFVL) and Brookstone Value Stock ETF (BAMV). The values are adjusted to include any dividend payments, if applicable.

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MFVL vs. BAMV - Yearly Performance Comparison


2026 (YTD)2025
MFVL
Motley Fool Value Factor ETF
-1.60%1.39%
BAMV
Brookstone Value Stock ETF
0.50%0.64%

Returns By Period

In the year-to-date period, MFVL achieves a -1.60% return, which is significantly lower than BAMV's 0.50% return.


MFVL

1D
1.37%
1M
-5.21%
YTD
-1.60%
6M
1Y
3Y*
5Y*
10Y*

BAMV

1D
2.12%
1M
-3.72%
YTD
0.50%
6M
2.42%
1Y
5.46%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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MFVL vs. BAMV - Expense Ratio Comparison

MFVL has a 0.50% expense ratio, which is lower than BAMV's 0.95% expense ratio.


Return for Risk

MFVL vs. BAMV — Risk / Return Rank

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

MFVL

BAMV
BAMV Risk / Return Rank: 2222
Overall Rank
BAMV Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
BAMV Sortino Ratio Rank: 2121
Sortino Ratio Rank
BAMV Omega Ratio Rank: 2121
Omega Ratio Rank
BAMV Calmar Ratio Rank: 2323
Calmar Ratio Rank
BAMV Martin Ratio Rank: 2626
Martin Ratio Rank
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.

MFVL vs. BAMV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Motley Fool Value Factor ETF (MFVL) and Brookstone Value Stock ETF (BAMV). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

MFVL vs. BAMV - Sharpe Ratio Comparison


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Sharpe Ratios by Period


MFVLBAMVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.33

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.07

0.99

-1.06

Correlation

The correlation between MFVL and BAMV is 0.83, 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

MFVL vs. BAMV - Dividend Comparison

MFVL has not paid dividends to shareholders, while BAMV's dividend yield for the trailing twelve months is around 1.26%.


TTM202520242023
MFVL
Motley Fool Value Factor ETF
0.00%0.00%0.00%0.00%
BAMV
Brookstone Value Stock ETF
1.26%1.32%3.66%0.19%

Drawdowns

MFVL vs. BAMV - Drawdown Comparison

The maximum MFVL drawdown since its inception was -6.49%, smaller than the maximum BAMV drawdown of -14.56%. Use the drawdown chart below to compare losses from any high point for MFVL and BAMV.


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Drawdown Indicators


MFVLBAMVDifference

Max Drawdown

Largest peak-to-trough decline

-6.49%

-14.56%

+8.07%

Max Drawdown (1Y)

Largest decline over 1 year

-11.61%

Current Drawdown

Current decline from peak

-5.21%

-3.80%

-1.41%

Average Drawdown

Average peak-to-trough decline

-1.41%

-2.09%

+0.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.87%

Volatility

MFVL vs. BAMV - Volatility Comparison


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Volatility by Period


MFVLBAMVDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.10%

Volatility (6M)

Calculated over the trailing 6-month period

9.03%

Volatility (1Y)

Calculated over the trailing 1-year period

11.67%

16.72%

-5.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.67%

13.89%

-2.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.67%

13.89%

-2.22%