BAMA vs MEMX
Comparison between Brookstone Active ETF (BAMA, ETF) and MATTHEWS EMERGING MARKETS EX CHINA ACTIVE ETF (MEMX, ETF).
BAMA vs MEMX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BAMA
$51M
MEMX
$50M
Expense Ratio
BAMA
0.99%
Winner
MEMX
0.79%
Max Drawdown
Winner
BAMA
12.27%
MEMX
20.05%
Sharpe Ratio
BAMA
0.88
Winner
MEMX
1.46
5Y Beta
Winner
BAMA
0.65
MEMX
0.91
BAMA vs MEMX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BAMA
-0.58%
MEMX
-5.45%
3M
BAMA
+2.36%
Winner
MEMX
+5.01%
6M
BAMA
+4.53%
Winner
MEMX
+12.88%
1Y
BAMA
+12.38%
Winner
MEMX
+44.58%
Max(CAGR)
BAMA
+15.01%
Winner
MEMX
+20.72%
BAMA vs MEMX - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BAMA | MEMX |
|---|---|---|
| 2026 | +5.70% | +20.04% |
| 2025 | +12.76% | +35.07% |
| 2024 | +15.47% | +7.08% |
| 2023 | +8.02% | +10.50% |
BAMA vs MEMX Drawdown Comparison
The maximum drawdown for BAMA was -12.27%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The maximum drawdown for MEMX was -19.25%, occurring on Apr 8, 2025. Recovery took 174 trading sessions.
The current BAMA drawdown is -3.13%. The current MEMX drawdown is -10.73%.
| Rank | BAMA | MEMX |
|---|---|---|
| #1 | -12.27% Feb 19, 2025 - Jun 24, 2025 | -19.25% Sep 26, 2024 - Jun 9, 2025 |
| #2 | -7.35% Feb 25, 2026 - Apr 15, 2026 | -14.70% Feb 25, 2026 - May 5, 2026 |
| #3 | -4.96% Jul 16, 2024 - Aug 21, 2024 | -12.75% Jun 22, 2026 - Jul 20, 2026 |
| #4 | -4.10% Jun 2, 2026 - Jun 10, 2026 | -12.20% Jul 31, 2023 - Dec 14, 2023 |
| #5 | -3.82% Mar 28, 2024 - May 15, 2024 | -9.85% Jul 12, 2024 - Sep 24, 2024 |
| #6 | -3.77% Oct 11, 2023 - Nov 3, 2023 | -9.78% Feb 2, 2023 - Jun 9, 2023 |
| #7 | -3.44% Oct 28, 2025 - Dec 23, 2025 | -8.71% Jun 2, 2026 - Jun 18, 2026 |
| #8 | -3.30% Dec 6, 2024 - Feb 13, 2025 | -5.85% May 11, 2026 - May 26, 2026 |
| #9 | -2.41% Aug 30, 2024 - Sep 13, 2024 | -5.57% Apr 8, 2024 - May 15, 2024 |
| #10 | -2.35% Jan 27, 2026 - Feb 25, 2026 | -5.09% Nov 3, 2025 - Dec 18, 2025 |
| #11 | -2.08% May 14, 2026 - May 26, 2026 | -4.88% Dec 28, 2023 - Feb 7, 2024 |
| #12 | -2.01% Oct 14, 2024 - Nov 6, 2024 | -3.44% May 20, 2024 - Jun 17, 2024 |
| #13 | -1.88% Oct 8, 2025 - Oct 20, 2025 | -3.40% Oct 8, 2025 - Oct 16, 2025 |
| #14 | -1.67% Jan 12, 2026 - Jan 26, 2026 | -3.13% Aug 13, 2025 - Sep 10, 2025 |
| #15 | -1.50% Nov 11, 2024 - Nov 26, 2024 | -3.13% Jun 15, 2023 - Jul 13, 2023 |
Correlation
Correlation between BAMA and MEMX is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2023 - 2026)
BAMA vs MEMX dividend yield comparison.
| Year | BAMA | MEMX |
|---|---|---|
| 2026 | 0.12% | 0.00% |
| 2025 | 1.54% | 4.88% |
| 2024 | 1.49% | 0.99% |
| 2023 | 0.45% | 1.13% |
Select Stocks to Compare
Popular: BAMA vs SPYMEMX vs SPY
More Comparisons
Compare with similar stocks