BAMA vs FGSM
Comparison between Brookstone Active ETF (BAMA, ETF) and FRONTIER ASSET GLOBAL SMALL CAP EQUITY ETF (FGSM, ETF).
BAMA vs FGSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BAMA
$51M
FGSM
$51M
Expense Ratio
BAMA
0.99%
Winner
FGSM
0.82%
Max Drawdown
Winner
BAMA
12.27%
FGSM
17.74%
Sharpe Ratio
BAMA
0.98
Winner
FGSM
1.47
5Y Beta
Winner
BAMA
0.65
FGSM
0.87
BAMA vs FGSM - Historical Returns
Returns include dividend reinvestment.
1M
BAMA
-0.58%
Winner
FGSM
+0.13%
3M
BAMA
+2.36%
Winner
FGSM
+3.64%
6M
BAMA
+4.53%
Winner
FGSM
+7.55%
1Y
BAMA
+12.38%
Winner
FGSM
+23.79%
Max(CAGR)
BAMA
+15.01%
Winner
FGSM
+23.38%
BAMA vs FGSM - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BAMA | FGSM |
|---|---|---|
| 2026 | +5.70% | +13.79% |
| 2025 | +12.76% | +21.45% |
| 2024 | +15.47% | +0.24% |
| 2023 | +8.02% | N/A |
BAMA vs FGSM Drawdown Comparison
The maximum drawdown for BAMA was -12.27%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The maximum drawdown for FGSM was -17.72%, occurring on Apr 8, 2025. Recovery took 73 trading sessions.
The current BAMA drawdown is -3.13%. The current FGSM drawdown is -1.84%.
| Rank | BAMA | FGSM |
|---|---|---|
| #1 | -12.27% Feb 19, 2025 - Jun 24, 2025 | -17.72% Feb 18, 2025 - Jun 3, 2025 |
| #2 | -7.35% Feb 25, 2026 - Apr 15, 2026 | -9.84% Feb 26, 2026 - Apr 17, 2026 |
| #3 | -4.96% Jul 16, 2024 - Aug 21, 2024 | -5.86% Oct 27, 2025 - Nov 28, 2025 |
| #4 | -4.10% Jun 2, 2026 - Jun 10, 2026 | -4.05% Oct 6, 2025 - Oct 24, 2025 |
| #5 | -3.82% Mar 28, 2024 - May 15, 2024 | -3.99% Jul 23, 2025 - Aug 12, 2025 |
| #6 | -3.77% Oct 11, 2023 - Nov 3, 2023 | -3.17% May 6, 2026 - May 26, 2026 |
| #7 | -3.44% Oct 28, 2025 - Dec 23, 2025 | -2.87% Dec 26, 2024 - Jan 16, 2025 |
| #8 | -3.30% Dec 6, 2024 - Feb 13, 2025 | -2.82% Jun 4, 2026 - Jun 12, 2026 |
| #9 | -2.41% Aug 30, 2024 - Sep 13, 2024 | -2.23% Jul 6, 2026 - Jul 8, 2026 |
| #10 | -2.35% Jan 27, 2026 - Feb 25, 2026 | -2.17% Apr 17, 2026 - May 5, 2026 |
| #11 | -2.08% May 14, 2026 - May 26, 2026 | -2.12% Jan 30, 2025 - Feb 14, 2025 |
| #12 | -2.01% Oct 14, 2024 - Nov 6, 2024 | -2.03% Sep 18, 2025 - Oct 3, 2025 |
| #13 | -1.88% Oct 8, 2025 - Oct 20, 2025 | -2.00% Dec 11, 2025 - Dec 24, 2025 |
| #14 | -1.67% Jan 12, 2026 - Jan 26, 2026 | -1.99% Jul 10, 2025 - Jul 22, 2025 |
| #15 | -1.50% Nov 11, 2024 - Nov 26, 2024 | -1.72% Jan 29, 2026 - Feb 6, 2026 |
Correlation
Correlation between BAMA and FGSM is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2023 - 2026)
BAMA vs FGSM dividend yield comparison.
| Year | BAMA | FGSM |
|---|---|---|
| 2026 | 0.12% | 0.56% |
| 2025 | 1.54% | 1.56% |
| 2024 | 1.49% | 0.00% |
| 2023 | 0.45% | 0.00% |
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