BAMD vs TAXS
Comparison between Brookstone Dividend Stock ETF (BAMD, ETF) and NORTHERN TRUST SHORT-TERM TAX-EXEMPT BOND ETF (TAXS, ETF).
BAMD vs TAXS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BAMD
$95M
TAXS
$94M
Expense Ratio
BAMD
0.89%
Winner
TAXS
0.05%
Max Drawdown
BAMD
18.02%
Winner
TAXS
1.29%
Sharpe Ratio
Winner
BAMD
0.65
TAXS
-0.99
5Y Beta
BAMD
0.44
Winner
TAXS
0.02
P/E Ratio
BAMD
14.97
TAXS
N/A
Forward P/E
BAMD
14.21
TAXS
N/A
PEG Ratio
BAMD
0.11
TAXS
N/A
5Y EPS CAGR
BAMD
14.08%
TAXS
N/A
Debt to Equity
BAMD
-9.38%
TAXS
N/A
P/S Ratio
BAMD
2.54
TAXS
N/A
P/B Ratio
BAMD
3.54
TAXS
N/A
BAMD vs TAXS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BAMD
+2.67%
TAXS
+0.44%
3M
Winner
BAMD
+6.75%
TAXS
+0.37%
6M
Winner
BAMD
+10.69%
TAXS
+1.29%
1Y
Winner
BAMD
+10.64%
TAXS
+2.24%
Max(CAGR)
Winner
BAMD
+14.93%
TAXS
+2.76%
BAMD vs TAXS - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BAMD | TAXS |
|---|---|---|
| 2026 | +10.83% | +0.92% |
| 2025 | -1.17% | +1.22% |
| 2024 | +17.97% | N/A |
| 2023 | +10.73% | N/A |
BAMD vs TAXS Drawdown Comparison
The maximum drawdown for BAMD was -15.91%, occurring on Apr 8, 2025. Recovery took 384 trading sessions.
The maximum drawdown for TAXS was -0.84%, occurring on Mar 24, 2026. Recovery took 70 trading sessions.
The current TAXS drawdown is -0.03%.
| Rank | BAMD | TAXS |
|---|---|---|
| #1 | -15.91% Nov 26, 2024 - Jun 11, 2026 | -0.84% Feb 27, 2026 - Jun 9, 2026 |
| #2 | -6.13% Jan 8, 2024 - Mar 20, 2024 | -0.50% Sep 16, 2025 - Nov 28, 2025 |
| #3 | -5.72% Mar 28, 2024 - May 7, 2024 | -0.10% Jun 9, 2026 - Jun 10, 2026 |
| #4 | -4.87% Oct 17, 2023 - Nov 3, 2023 | -0.06% Aug 22, 2025 - Sep 4, 2025 |
| #5 | -3.52% May 17, 2024 - Jul 11, 2024 | -0.06% Dec 19, 2025 - Dec 23, 2025 |
| #6 | -2.99% Sep 29, 2023 - Oct 16, 2023 | -0.05% Nov 28, 2025 - Dec 2, 2025 |
| #7 | -2.82% Aug 1, 2024 - Aug 14, 2024 | -0.03% Dec 24, 2025 - Dec 29, 2025 |
| #8 | -2.76% Nov 3, 2023 - Nov 14, 2023 | -0.03% Sep 11, 2025 - Sep 15, 2025 |
| #9 | -2.41% Oct 16, 2024 - Nov 6, 2024 | -0.03% Jan 16, 2026 - Jan 21, 2026 |
| #10 | -2.12% Dec 14, 2023 - Dec 28, 2023 | -0.03% Feb 17, 2026 - Feb 20, 2026 |
| #11 | -1.94% Sep 30, 2024 - Oct 15, 2024 | -0.02% Dec 5, 2025 - Dec 10, 2025 |
| #12 | -1.52% Jul 17, 2024 - Jul 26, 2024 | -0.02% Dec 11, 2025 - Dec 15, 2025 |
| #13 | -1.47% Nov 11, 2024 - Nov 21, 2024 | -0.02% Jan 2, 2026 - Jan 6, 2026 |
| #14 | -1.36% Sep 4, 2024 - Sep 13, 2024 | -0.01% Aug 19, 2025 - Aug 21, 2025 |
| #15 | -1.24% Mar 21, 2024 - Mar 27, 2024 | -0.01% Dec 29, 2025 - Dec 31, 2025 |
Correlation
Correlation between BAMD and TAXS is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2023 - 2026)
BAMD vs TAXS dividend yield comparison.
| Year | BAMD | TAXS |
|---|---|---|
| 2026 | 1.53% | 1.08% |
| 2025 | 3.86% | 0.74% |
| 2024 | 4.21% | 0.00% |
| 2023 | 0.70% | 0.00% |
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