BAMD vs PBTP
Comparison between Brookstone Dividend Stock ETF (BAMD, ETF) and INVESCO 0-5 YR US TIPS ETF (PBTP, ETF).
BAMD vs PBTP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BAMD
$95M
Winner
PBTP
$95M
Expense Ratio
BAMD
0.89%
Winner
PBTP
0.07%
Max Drawdown
BAMD
18.02%
Winner
PBTP
9.90%
Sharpe Ratio
Winner
BAMD
0.85
PBTP
-0.32
5Y Beta
BAMD
0.44
Winner
PBTP
-0.00
P/E Ratio
BAMD
17.04
PBTP
N/A
Forward P/E
BAMD
15.77
PBTP
N/A
PEG Ratio
BAMD
0.10
PBTP
N/A
5Y Dividends CAGR
BAMD
N/A
PBTP
27.17%
5Y EPS CAGR
BAMD
15.82%
PBTP
N/A
Debt to Equity
BAMD
-199.13%
PBTP
N/A
P/S Ratio
BAMD
2.65
PBTP
N/A
P/B Ratio
BAMD
3.41
PBTP
N/A
BAMD vs PBTP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BAMD
+3.77%
PBTP
+0.41%
3M
Winner
BAMD
+6.92%
PBTP
+0.35%
6M
Winner
BAMD
+11.45%
PBTP
+1.72%
1Y
Winner
BAMD
+13.02%
PBTP
+3.15%
5Y(CAGR)
BAMD
N/A
PBTP
+3.15%
10Y(CAGR)
BAMD
N/A
PBTP
+3.34%
Max(CAGR)
Winner
BAMD
+15.44%
PBTP
+3.34%
BAMD vs PBTP - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | BAMD | PBTP |
|---|---|---|
| 2026 | +13.89% | +1.84% |
| 2025 | -1.17% | +5.90% |
| 2024 | +17.97% | +4.79% |
| 2023 | +10.73% | +4.57% |
| 2022 | N/A | -3.02% |
| 2021 | N/A | +5.41% |
| 2020 | N/A | +4.75% |
| 2019 | N/A | +4.74% |
| 2018 | N/A | +0.59% |
| 2017 | N/A | +0.04% |
BAMD vs PBTP Drawdown Comparison
The maximum drawdown for BAMD was -15.91%, occurring on Apr 8, 2025. Recovery took 384 trading sessions.
The maximum drawdown for PBTP was -5.44%, occurring on Sep 30, 2022. Recovery took 443 trading sessions.
The current BAMD drawdown is -0.97%. The current PBTP drawdown is -0.32%.
| Rank | BAMD | PBTP |
|---|---|---|
| #1 | -15.91% Nov 26, 2024 - Jun 11, 2026 | -5.44% Mar 11, 2022 - Dec 14, 2023 |
| #2 | -6.13% Jan 8, 2024 - Mar 20, 2024 | -5.35% Mar 5, 2020 - Jun 8, 2020 |
| #3 | -5.72% Mar 28, 2024 - May 7, 2024 | -2.18% Nov 17, 2021 - Mar 1, 2022 |
| #4 | -4.87% Oct 17, 2023 - Nov 3, 2023 | -1.04% Nov 15, 2018 - Jan 31, 2019 |
| #5 | -3.52% May 17, 2024 - Jul 11, 2024 | -1.03% Apr 30, 2025 - Jun 26, 2025 |
| #6 | -2.99% Sep 29, 2023 - Oct 16, 2023 | -1.00% Apr 3, 2025 - Apr 28, 2025 |
| #7 | -2.82% Aug 1, 2024 - Aug 14, 2024 | -0.97% Aug 24, 2018 - Nov 15, 2018 |
| #8 | -2.76% Nov 3, 2023 - Nov 14, 2023 | -0.81% Sep 24, 2024 - Jan 15, 2025 |
| #9 | -2.41% Oct 16, 2024 - Nov 6, 2024 | -0.75% Jun 2, 2026 - Jun 23, 2026 |
| #10 | -2.12% Dec 14, 2023 - Dec 28, 2023 | -0.68% Jan 31, 2024 - Mar 1, 2024 |
| #11 | -1.94% Sep 30, 2024 - Oct 15, 2024 | -0.66% Mar 17, 2026 - Apr 7, 2026 |
| #12 | -1.52% Jul 17, 2024 - Jul 26, 2024 | -0.63% Aug 3, 2021 - Aug 27, 2021 |
| #13 | -1.47% Nov 11, 2024 - Nov 21, 2024 | -0.63% May 18, 2021 - Jul 2, 2021 |
| #14 | -1.46% Jun 16, 2026 - Jul 2, 2026 | -0.60% Feb 12, 2021 - Mar 2, 2021 |
| #15 | -1.36% Sep 4, 2024 - Sep 13, 2024 | -0.53% Oct 22, 2025 - Jan 7, 2026 |
Correlation
Correlation between BAMD and PBTP is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2017 - 2026)
BAMD vs PBTP dividend yield comparison.
| Year | BAMD | PBTP |
|---|---|---|
| 2026 | 1.49% | 2.78% |
| 2025 | 3.86% | 3.82% |
| 2024 | 4.21% | 2.59% |
| 2023 | 0.70% | 2.36% |
| 2022 | 0.00% | 5.33% |
| 2021 | 0.00% | 3.12% |
| 2020 | 0.00% | 1.25% |
| 2019 | 0.00% | 2.12% |
| 2018 | 0.00% | 2.33% |
| 2017 | 0.00% | 0.73% |
Select Stocks to Compare
Popular: BAMD vs SPYPBTP vs SPY
More Comparisons
Compare with similar stocks