BAMO vs BCFN

Comparison between Brookstone Opportunities ETF (BAMO, ETF) and BARON FINANCIALS ETF (BCFN, ETF).

BAMO vs BCFN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BAMO(ETF)	BCFN(ETF)
Net Assets	$48M	$48M
Expense Ratio	1.06%	0.80%
Max Drawdown	12.72%	20.95%
Sharpe Ratio	1.37	-1.96
5Y Beta	0.60	0.86
P/E Ratio	N/A	24.51
Forward P/E	N/A	18.34
PEG Ratio	N/A	0.60
5Y EPS CAGR	N/A	14.15%
Debt to Equity	N/A	55.94%
P/S Ratio	N/A	4.34
P/B Ratio	N/A	3.94

Net Assets

BAMO

$48M

Winner

BCFN

$48M

Expense Ratio

BAMO

1.06%

Winner

BCFN

0.80%

Max Drawdown

Winner

BAMO

12.72%

BCFN

20.95%

Sharpe Ratio

Winner

BAMO

1.37

BCFN

-1.96

5Y Beta

Winner

BAMO

0.60

BCFN

0.86

P/E Ratio

BAMO

N/A

BCFN

24.51

Forward P/E

BAMO

N/A

BCFN

18.34

PEG Ratio

BAMO

N/A

BCFN

0.60

5Y EPS CAGR

BAMO

N/A

BCFN

14.15%

Debt to Equity

BAMO

N/A

BCFN

55.94%

P/S Ratio

BAMO

N/A

BCFN

4.34

P/B Ratio

BAMO

N/A

BCFN

3.94

BAMO vs BCFN - Historical Returns

Returns include dividend reinvestment.

Period	BAMO	BCFN
1 month	+1.61%	-3.17%
3 months	+4.92%	-5.47%
6 months	+5.06%	-15.66%
1 year	+13.49%	N/A
Max(CAGR)	+13.70%	-30.35%

Winner

BAMO

+1.61%

BCFN

-3.17%

Winner

BAMO

+4.92%

BCFN

-5.47%

Winner

BAMO

+5.06%

BCFN

-15.66%

BAMO

+13.49%

BCFN

N/A

Max(CAGR)

Winner

BAMO

+13.70%

BCFN

-30.35%

BAMO vs BCFN - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	BAMO	BCFN
2026	+4.66%	-15.19%
2025	+9.37%	+0.35%
2024	+14.92%	N/A
2023	+7.75%	N/A

BAMO vs BCFN Drawdown Comparison

The maximum drawdown for BAMO was -12.72%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.

The maximum drawdown for BCFN was -20.95%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current BAMO drawdown is -1.33%. The current BCFN drawdown is -18.04%.

Rank	BAMO	BCFN
#1	-12.72% Feb 19, 2025 - Jul 3, 2025	-20.95% Jan 6, 2026 - Mar 27, 2026
#2	-5.85% Jul 16, 2024 - Sep 19, 2024	-2.69% Dec 26, 2025 - Jan 5, 2026
#3	-5.45% Feb 9, 2026 - Apr 16, 2026	-0.42% Dec 15, 2025 - Dec 19, 2025
#4	-3.47% Mar 28, 2024 - May 14, 2024	N/A
#5	-3.39% Oct 16, 2023 - Nov 6, 2023	N/A
#6	-2.95% Dec 4, 2024 - Jan 22, 2025	N/A
#7	-2.06% Nov 12, 2025 - Nov 26, 2025	N/A
#8	-1.65% Oct 14, 2024 - Nov 6, 2024	N/A
#9	-1.62% Nov 11, 2024 - Nov 26, 2024	N/A
#10	-1.49% May 21, 2024 - Jun 6, 2024	N/A
#11	-1.48% Jan 9, 2026 - Feb 2, 2026	N/A
#12	-1.43% Dec 11, 2025 - Dec 24, 2025	N/A
#13	-1.33% Jun 2, 2026 - Jun 5, 2026	N/A
#14	-1.28% Feb 2, 2026 - Feb 6, 2026	N/A
#15	-1.25% Dec 28, 2023 - Jan 18, 2024	N/A

Correlation

Correlation between BAMO and BCFN is -0.32 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.32

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