BAMA vs THMZ
Comparison between Brookstone Active ETF (BAMA, ETF) and LAZARD EQUITY MEGATRENDS ETF (THMZ, ETF).
BAMA vs THMZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BAMA
$51M
THMZ
$51M
Expense Ratio
BAMA
0.99%
Winner
THMZ
0.50%
Max Drawdown
Winner
BAMA
12.27%
THMZ
16.10%
Sharpe Ratio
Winner
BAMA
1.35
THMZ
0.51
5Y Beta
Winner
BAMA
0.65
THMZ
1.06
P/E Ratio
BAMA
N/A
THMZ
30.45
Forward P/E
BAMA
N/A
THMZ
22.66
PEG Ratio
BAMA
N/A
THMZ
0.62
5Y EPS CAGR
BAMA
N/A
THMZ
23.72%
P/S Ratio
BAMA
N/A
THMZ
0.13
P/B Ratio
BAMA
N/A
THMZ
5.71
BAMA vs THMZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BAMA
+0.78%
THMZ
+0.24%
3M
Winner
BAMA
+5.76%
THMZ
+5.63%
6M
Winner
BAMA
+6.30%
THMZ
-0.51%
1Y
Winner
BAMA
+17.88%
THMZ
+11.26%
Max(CAGR)
BAMA
+15.83%
Winner
THMZ
+27.07%
BAMA vs THMZ - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BAMA | THMZ |
|---|---|---|
| 2026 | +5.77% | +0.31% |
| 2025 | +12.76% | +31.76% |
| 2024 | +15.47% | N/A |
| 2023 | +8.02% | N/A |
BAMA vs THMZ Drawdown Comparison
The maximum drawdown for BAMA was -12.27%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The maximum drawdown for THMZ was -15.99%, occurring on Mar 30, 2026. Recovery took 92 trading sessions.
The current BAMA drawdown is -3.07%. The current THMZ drawdown is -3.61%.
| Rank | BAMA | THMZ |
|---|---|---|
| #1 | -12.27% Feb 19, 2025 - Jun 24, 2025 | -15.99% Jan 12, 2026 - May 26, 2026 |
| #2 | -7.35% Feb 25, 2026 - Apr 15, 2026 | -7.01% Oct 28, 2025 - Dec 11, 2025 |
| #3 | -4.96% Jul 16, 2024 - Aug 21, 2024 | -4.86% Apr 9, 2025 - Apr 24, 2025 |
| #4 | -3.82% Mar 28, 2024 - May 15, 2024 | -3.64% Oct 6, 2025 - Oct 23, 2025 |
| #5 | -3.77% Oct 11, 2023 - Nov 3, 2023 | -3.61% Jun 2, 2026 - Jun 5, 2026 |
| #6 | -3.44% Oct 28, 2025 - Dec 23, 2025 | -3.51% Dec 11, 2025 - Jan 5, 2026 |
| #7 | -3.30% Dec 6, 2024 - Feb 13, 2025 | -3.09% Jul 25, 2025 - Sep 8, 2025 |
| #8 | -3.07% Jun 2, 2026 - Jun 5, 2026 | -2.80% Jun 10, 2025 - Jun 26, 2025 |
| #9 | -2.41% Aug 30, 2024 - Sep 13, 2024 | -2.01% Apr 7, 2025 - Apr 9, 2025 |
| #10 | -2.35% Jan 27, 2026 - Feb 25, 2026 | -1.97% Sep 22, 2025 - Oct 1, 2025 |
| #11 | -2.08% May 14, 2026 - May 26, 2026 | -1.77% May 19, 2025 - Jun 4, 2025 |
| #12 | -2.01% Oct 14, 2024 - Nov 6, 2024 | -1.28% Jul 9, 2025 - Jul 23, 2025 |
| #13 | -1.88% Oct 8, 2025 - Oct 20, 2025 | -0.98% May 2, 2025 - May 8, 2025 |
| #14 | -1.67% Jan 12, 2026 - Jan 26, 2026 | -0.98% Jul 3, 2025 - Jul 9, 2025 |
| #15 | -1.50% Nov 11, 2024 - Nov 26, 2024 | -0.76% Jan 6, 2026 - Jan 9, 2026 |
Correlation
Correlation between BAMA and THMZ is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2023 - 2026)
BAMA vs THMZ dividend yield comparison.
| Year | BAMA | THMZ |
|---|---|---|
| 2026 | 0.11% | 0.12% |
| 2025 | 1.54% | 0.30% |
| 2024 | 1.49% | 0.00% |
| 2023 | 0.45% | 0.00% |
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