BAMD vs SMAX
Comparison between Brookstone Dividend Stock ETF (BAMD, ETF) and ISHARES LARGE CAP MAX BUFFER SEP ETF (SMAX, ETF).
BAMD vs SMAX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BAMD vs SMAX - Holdings Comparison
BAMD and SMAX have 0 common holdings. Overlap is 0.00%
BAMD's top 25 holdings weight is 70.77%. SMAX's top 25 holdings weight is 104.98%.
| Rank | BAMD | SMAX |
|---|---|---|
| #1 | BLACKSTONE INC (BX) - 5.08% | ISHARES CORE S&P 500 ETF (IVV) - 104.98% |
| #2 | JPMORGAN CHASE & CO (JPM) - 4.97% | N/A |
| #3 | PAYCHEX INC (PAYX) - 4.89% | N/A |
| #4 | PEPSICO INC (PEP) - 4.77% | N/A |
| #5 | ONEOK INC (OKE) - 4.68% | N/A |
| #6 | EVERSOURCE ENERGY (ES) - 4.67% | N/A |
| #7 | EDISON INTERNATIONAL (EIX) - 4.48% | N/A |
| #8 | PROCTER & GAMBLE CO (PG) - 4.02% | N/A |
| #9 | n/a (VNOM) - 3.39% | N/A |
| #10 | PHILIP MORRIS INTERNATIONAL INC (PM) - 3.00% | N/A |
| #11 | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 2.81% | N/A |
| #12 | LINDE PLC (LIN) - 2.45% | N/A |
| #13 | KODIAK GAS SERVICES INC (KGS) - 2.18% | N/A |
| #14 | ANALOG DEVICES INC (ADI) - 2.13% | N/A |
| #15 | AMGEN INC (AMGN) - 2.13% | N/A |
| #16 | NEXTERA ENERGY INC (NEE) - 2.00% | N/A |
| #17 | GILEAD SCIENCES INC (GILD) - 1.78% | N/A |
| #18 | INTERNATIONAL SEAWAYS INC (INSW) - 1.62% | N/A |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 1.50% | N/A |
| #20 | CNA FINANCIAL CORP (CNA) - 1.49% | N/A |
| #21 | H&R BLOCK INC (HRB) - 1.47% | N/A |
| #22 | WELLS FARGO & CO (WFC) - 1.42% | N/A |
| #23 | n/a (ZIM) - 1.37% | N/A |
| #24 | n/a (BAM) - 1.29% | N/A |
| #25 | ACCENTURE PLC CLASS A (ACN) - 1.18% | N/A |
| Total Holdings | 98 | 1 |
BAMD vs SMAX - Historical Returns
Returns include dividend reinvestment.
BAMD vs SMAX - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BAMD | SMAX |
|---|---|---|
| 2026 | +8.75% | +2.83% |
| 2025 | -1.17% | +7.88% |
| 2024 | +17.97% | +1.02% |
| 2023 | +10.73% | N/A |
BAMD vs SMAX Drawdown Comparison
The maximum drawdown for BAMD was -15.91%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The maximum drawdown for SMAX was -3.90%, occurring on Apr 8, 2025. Recovery took 60 trading sessions.
The current BAMD drawdown is -0.39%. The current SMAX drawdown is -0.37%.
| Rank | BAMD | SMAX |
|---|---|---|
| #1 | -15.91% Nov 26, 2024 - Apr 8, 2025 | -3.90% Feb 20, 2025 - May 16, 2025 |
| #2 | -6.13% Jan 8, 2024 - Mar 20, 2024 | -1.91% Feb 25, 2026 - Apr 13, 2026 |
| #3 | -5.72% Mar 28, 2024 - May 7, 2024 | -0.81% Oct 28, 2025 - Nov 26, 2025 |
| #4 | -4.87% Oct 17, 2023 - Nov 3, 2023 | -0.72% May 19, 2025 - Jun 2, 2025 |
| #5 | -3.52% May 17, 2024 - Jul 11, 2024 | -0.71% Dec 11, 2024 - Dec 24, 2024 |
| #6 | -2.99% Sep 29, 2023 - Oct 16, 2023 | -0.61% Jan 9, 2026 - Jan 26, 2026 |
| #7 | -2.82% Aug 1, 2024 - Aug 14, 2024 | -0.57% Dec 24, 2024 - Jan 15, 2025 |
| #8 | -2.76% Nov 3, 2023 - Nov 14, 2023 | -0.56% Oct 22, 2024 - Nov 6, 2024 |
| #9 | -2.41% Oct 16, 2024 - Nov 6, 2024 | -0.54% Feb 2, 2026 - Feb 9, 2026 |
| #10 | -2.12% Dec 14, 2023 - Dec 28, 2023 | -0.53% Jul 28, 2025 - Aug 8, 2025 |
| #11 | -1.94% Sep 30, 2024 - Oct 15, 2024 | -0.52% Nov 8, 2024 - Nov 29, 2024 |
| #12 | -1.52% Jul 17, 2024 - Jul 26, 2024 | -0.48% Feb 9, 2026 - Feb 25, 2026 |
| #13 | -1.47% Nov 11, 2024 - Nov 21, 2024 | -0.45% Oct 8, 2025 - Oct 20, 2025 |
| #14 | -1.36% Sep 4, 2024 - Sep 13, 2024 | -0.39% Dec 11, 2025 - Dec 22, 2025 |
| #15 | -1.24% Mar 21, 2024 - Mar 27, 2024 | -0.37% Aug 29, 2025 - Sep 8, 2025 |
Correlation
Correlation between BAMD and SMAX is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2023 - 2026)
BAMD vs SMAX dividend yield comparison.
| Year | BAMD | SMAX |
|---|---|---|
| 2026 | 1.56% | 0.00% |
| 2025 | 3.86% | 0.98% |
| 2024 | 4.21% | 0.27% |
| 2023 | 0.70% | 0.00% |
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