BAMA vs ITDG
Comparison between Brookstone Active ETF (BAMA, ETF) and ISHARES LIFEPATH TARGET DATE 2055 ETF (ITDG, ETF).
BAMA vs ITDG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BAMA
$53M
Winner
ITDG
$53M
Expense Ratio
BAMA
0.99%
Winner
ITDG
0.12%
Max Drawdown
Winner
BAMA
12.27%
ITDG
16.73%
Sharpe Ratio
BAMA
1.37
Winner
ITDG
1.55
5Y Beta
Winner
BAMA
0.65
ITDG
0.89
BAMA vs ITDG - Historical Returns
Returns include dividend reinvestment.
1M
BAMA
+0.53%
Winner
ITDG
+1.30%
3M
BAMA
+8.42%
Winner
ITDG
+11.22%
6M
BAMA
+8.02%
Winner
ITDG
+11.75%
1Y
BAMA
+17.65%
Winner
ITDG
+25.61%
Max(CAGR)
BAMA
+16.16%
Winner
ITDG
+24.30%
BAMA vs ITDG - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BAMA | ITDG |
|---|---|---|
| 2026 | +6.88% | +10.34% |
| 2025 | +12.76% | +22.02% |
| 2024 | +15.47% | +17.56% |
| 2023 | +8.02% | +12.83% |
BAMA vs ITDG Drawdown Comparison
The maximum drawdown for BAMA was -12.27%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The maximum drawdown for ITDG was -16.60%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.
The current BAMA drawdown is -2.04%. The current ITDG drawdown is -1.70%.
| Rank | BAMA | ITDG |
|---|---|---|
| #1 | -12.27% Feb 19, 2025 - Jun 24, 2025 | -16.60% Feb 18, 2025 - Jun 2, 2025 |
| #2 | -7.35% Feb 25, 2026 - Apr 15, 2026 | -9.54% Feb 25, 2026 - Apr 16, 2026 |
| #3 | -4.96% Jul 16, 2024 - Aug 21, 2024 | -8.03% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -4.10% Jun 2, 2026 - Jun 10, 2026 | -5.16% Mar 28, 2024 - May 14, 2024 |
| #5 | -3.82% Mar 28, 2024 - May 15, 2024 | -4.95% Oct 28, 2025 - Dec 10, 2025 |
| #6 | -3.77% Oct 11, 2023 - Nov 3, 2023 | -4.90% Dec 6, 2024 - Feb 6, 2025 |
| #7 | -3.44% Oct 28, 2025 - Dec 23, 2025 | -4.31% Jun 2, 2026 - Jun 10, 2026 |
| #8 | -3.30% Dec 6, 2024 - Feb 13, 2025 | -4.02% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -2.41% Aug 30, 2024 - Sep 13, 2024 | -3.23% Oct 19, 2023 - Nov 2, 2023 |
| #10 | -2.35% Jan 27, 2026 - Feb 25, 2026 | -3.08% Oct 6, 2025 - Oct 20, 2025 |
| #11 | -2.08% May 14, 2026 - May 26, 2026 | -2.80% Oct 14, 2024 - Nov 6, 2024 |
| #12 | -2.01% Oct 14, 2024 - Nov 6, 2024 | -2.75% Jul 23, 2025 - Aug 12, 2025 |
| #13 | -1.88% Oct 8, 2025 - Oct 20, 2025 | -2.59% Nov 7, 2024 - Nov 29, 2024 |
| #14 | -1.67% Jan 12, 2026 - Jan 26, 2026 | -2.42% Jan 27, 2026 - Feb 9, 2026 |
| #15 | -1.50% Nov 11, 2024 - Nov 26, 2024 | -2.37% Dec 28, 2023 - Jan 24, 2024 |
Correlation
Correlation between BAMA and ITDG is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2023 - 2026)
BAMA vs ITDG dividend yield comparison.
| Year | BAMA | ITDG |
|---|---|---|
| 2026 | 0.11% | 0.00% |
| 2025 | 1.54% | 1.60% |
| 2024 | 1.49% | 1.44% |
| 2023 | 0.45% | 0.84% |
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