BAMD vs CLSM

Comparison between Brookstone Dividend Stock ETF (BAMD, ETF) and ETC CABANA TARGET LEADING SECTOR MODERATE ETF (CLSM, ETF).

BAMD vs CLSM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BAMD(ETF)	CLSM(ETF)
Net Assets	$95M	$95M
Expense Ratio	0.89%	0.82%
Max Drawdown	18.02%	33.55%
Sharpe Ratio	0.85	1.30
5Y Beta	0.44	0.77
P/E Ratio	17.04	N/A
Forward P/E	15.77	N/A
PEG Ratio	0.10	N/A
5Y EPS CAGR	15.82%	N/A
Debt to Equity	-199.13%	N/A
P/S Ratio	2.65	N/A
P/B Ratio	3.41	N/A

Net Assets

Winner

BAMD

$95M

CLSM

$95M

Expense Ratio

BAMD

0.89%

Winner

CLSM

0.82%

Max Drawdown

Winner

BAMD

18.02%

CLSM

33.55%

Sharpe Ratio

BAMD

0.85

Winner

CLSM

1.30

5Y Beta

Winner

BAMD

0.44

CLSM

0.77

P/E Ratio

BAMD

17.04

CLSM

N/A

Forward P/E

BAMD

15.77

CLSM

N/A

PEG Ratio

BAMD

0.10

CLSM

N/A

5Y EPS CAGR

BAMD

15.82%

CLSM

N/A

Debt to Equity

BAMD

-199.13%

CLSM

N/A

P/S Ratio

BAMD

2.65

CLSM

N/A

P/B Ratio

BAMD

3.41

CLSM

N/A

BAMD vs CLSM - Historical Returns

Returns include dividend reinvestment.

Period	BAMD	CLSM
1 month	+3.77%	-2.81%
3 months	+6.92%	+8.01%
6 months	+11.45%	+13.23%
1 year	+13.02%	+23.46%
5 years(CAGR)	N/A	+3.42%
Max(CAGR)	+15.44%	+3.36%

Winner

BAMD

+3.77%

CLSM

-2.81%

BAMD

+6.92%

Winner

CLSM

+8.01%

BAMD

+11.45%

Winner

CLSM

+13.23%

BAMD

+13.02%

Winner

CLSM

+23.46%

5Y(CAGR)

BAMD

N/A

CLSM

+3.42%

Max(CAGR)

Winner

BAMD

+15.44%

CLSM

+3.36%

BAMD vs CLSM - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	BAMD	CLSM
2026	+13.89%	+15.49%
2025	-1.17%	+15.26%
2024	+17.97%	+1.42%
2023	+10.73%	+3.95%
2022	N/A	-23.96%
2021	N/A	+9.10%

BAMD vs CLSM Drawdown Comparison

The maximum drawdown for BAMD was -15.91%, occurring on Apr 8, 2025. Recovery took 384 trading sessions.

The maximum drawdown for CLSM was -27.76%, occurring on Apr 8, 2025. Recovery took 1083 trading sessions.

The current BAMD drawdown is -0.97%. The current CLSM drawdown is -4.39%.

Rank	BAMD	CLSM
#1	-15.91% Nov 26, 2024 - Jun 11, 2026	-27.76% Dec 27, 2021 - Apr 22, 2026
#2	-6.13% Jan 8, 2024 - Mar 20, 2024	-5.74% Jun 2, 2026 - Jul 20, 2026
#3	-5.72% Mar 28, 2024 - May 7, 2024	-5.24% Sep 2, 2021 - Oct 21, 2021
#4	-4.87% Oct 17, 2023 - Nov 3, 2023	-4.61% Nov 19, 2021 - Dec 27, 2021
#5	-3.52% May 17, 2024 - Jul 11, 2024	-2.26% Jul 14, 2021 - Jul 22, 2021
#6	-2.99% Sep 29, 2023 - Oct 16, 2023	-2.16% Nov 5, 2021 - Nov 19, 2021
#7	-2.82% Aug 1, 2024 - Aug 14, 2024	-1.92% May 14, 2026 - May 26, 2026
#8	-2.76% Nov 3, 2023 - Nov 14, 2023	-1.91% Jul 26, 2021 - Aug 23, 2021
#9	-2.41% Oct 16, 2024 - Nov 6, 2024	-1.05% Apr 24, 2026 - Apr 30, 2026
#10	-2.12% Dec 14, 2023 - Dec 28, 2023	-0.62% Aug 25, 2021 - Aug 27, 2021
#11	-1.94% Sep 30, 2024 - Oct 15, 2024	-0.50% Oct 21, 2021 - Oct 25, 2021
#12	-1.52% Jul 17, 2024 - Jul 26, 2024	-0.46% May 1, 2026 - May 5, 2026
#13	-1.47% Nov 11, 2024 - Nov 21, 2024	-0.40% May 11, 2026 - May 13, 2026
#14	-1.46% Jun 16, 2026 - Jul 2, 2026	-0.19% Apr 22, 2026 - Apr 24, 2026
#15	-1.36% Sep 4, 2024 - Sep 13, 2024	-0.16% May 6, 2026 - May 8, 2026