BAMA vs ADFI
Comparison between Brookstone Active ETF (BAMA, ETF) and ANFIELD DYNAMIC FIXED INCOME ETF (ADFI, ETF).
BAMA vs ADFI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BAMA
$51M
Winner
ADFI
$51M
Expense Ratio
Winner
BAMA
0.99%
ADFI
1.68%
Max Drawdown
Winner
BAMA
12.27%
ADFI
19.99%
Sharpe Ratio
Winner
BAMA
1.35
ADFI
-0.11
5Y Beta
BAMA
0.65
Winner
ADFI
0.07
5Y Dividends CAGR
BAMA
N/A
ADFI
35.07%
BAMA vs ADFI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BAMA
+0.78%
ADFI
-0.04%
3M
Winner
BAMA
+5.76%
ADFI
-0.74%
6M
Winner
BAMA
+6.30%
ADFI
+0.07%
1Y
Winner
BAMA
+17.88%
ADFI
+3.10%
5Y(CAGR)
BAMA
N/A
ADFI
-0.22%
Max(CAGR)
Winner
BAMA
+15.83%
ADFI
-0.64%
BAMA vs ADFI - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | BAMA | ADFI |
|---|---|---|
| 2026 | +5.77% | -0.30% |
| 2025 | +12.76% | +5.91% |
| 2024 | +15.47% | +1.08% |
| 2023 | +8.02% | +6.19% |
| 2022 | N/A | -11.52% |
| 2021 | N/A | -3.25% |
| 2020 | N/A | +0.04% |
BAMA vs ADFI Drawdown Comparison
The maximum drawdown for BAMA was -12.27%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The maximum drawdown for ADFI was -17.62%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current BAMA drawdown is -3.07%. The current ADFI drawdown is -3.96%.
| Rank | BAMA | ADFI |
|---|---|---|
| #1 | -12.27% Feb 19, 2025 - Jun 24, 2025 | -17.62% Sep 2, 2020 - Oct 20, 2022 |
| #2 | -7.35% Feb 25, 2026 - Apr 15, 2026 | -0.58% Aug 21, 2020 - Sep 2, 2020 |
| #3 | -4.96% Jul 16, 2024 - Aug 21, 2024 | -0.16% Aug 18, 2020 - Aug 20, 2020 |
| #4 | -3.82% Mar 28, 2024 - May 15, 2024 | N/A |
| #5 | -3.77% Oct 11, 2023 - Nov 3, 2023 | N/A |
| #6 | -3.44% Oct 28, 2025 - Dec 23, 2025 | N/A |
| #7 | -3.30% Dec 6, 2024 - Feb 13, 2025 | N/A |
| #8 | -3.07% Jun 2, 2026 - Jun 5, 2026 | N/A |
| #9 | -2.41% Aug 30, 2024 - Sep 13, 2024 | N/A |
| #10 | -2.35% Jan 27, 2026 - Feb 25, 2026 | N/A |
| #11 | -2.08% May 14, 2026 - May 26, 2026 | N/A |
| #12 | -2.01% Oct 14, 2024 - Nov 6, 2024 | N/A |
| #13 | -1.88% Oct 8, 2025 - Oct 20, 2025 | N/A |
| #14 | -1.67% Jan 12, 2026 - Jan 26, 2026 | N/A |
| #15 | -1.50% Nov 11, 2024 - Nov 26, 2024 | N/A |
Correlation
Correlation between BAMA and ADFI is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2020 - 2026)
BAMA vs ADFI dividend yield comparison.
| Year | BAMA | ADFI |
|---|---|---|
| 2026 | 0.11% | 1.05% |
| 2025 | 1.54% | 3.30% |
| 2024 | 1.49% | 3.17% |
| 2023 | 0.45% | 2.90% |
| 2022 | 0.00% | 1.60% |
| 2021 | 0.00% | 0.80% |
| 2020 | 0.00% | 0.50% |
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