BAMO vs BRKU
Comparison between Brookstone Opportunities ETF (BAMO, ETF) and DIREXION DAILY BRKB BULL 2X SHARES (BRKU, ETF).
BAMO vs BRKU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BAMO
$49M
BRKU
$49M
Expense Ratio
BAMO
1.06%
BRKU
N/A
Max Drawdown
Winner
BAMO
12.72%
BRKU
37.02%
Sharpe Ratio
Winner
BAMO
1.33
BRKU
-0.43
5Y Beta
Winner
BAMO
0.60
BRKU
0.79
BAMO vs BRKU - Historical Returns
Returns include dividend reinvestment.
1M
BAMO
+1.81%
Winner
BRKU
+4.41%
3M
Winner
BAMO
+7.44%
BRKU
-1.42%
6M
Winner
BAMO
+6.33%
BRKU
-9.78%
1Y
Winner
BAMO
+14.33%
BRKU
-9.71%
Max(CAGR)
Winner
BAMO
+14.06%
BRKU
-4.03%
BAMO vs BRKU - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BAMO | BRKU |
|---|---|---|
| 2026 | +5.92% | -5.67% |
| 2025 | +9.37% | +7.68% |
| 2024 | +14.92% | -3.96% |
| 2023 | +7.75% | N/A |
BAMO vs BRKU Drawdown Comparison
The maximum drawdown for BAMO was -12.72%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for BRKU was -35.38%, occurring on May 5, 2026. This drawdown has not yet recovered.
The current BAMO drawdown is -0.14%. The current BRKU drawdown is -27.86%.
| Rank | BAMO | BRKU |
|---|---|---|
| #1 | -12.72% Feb 19, 2025 - Jul 3, 2025 | -35.38% Apr 2, 2025 - May 5, 2026 |
| #2 | -5.85% Jul 16, 2024 - Sep 19, 2024 | -8.90% Dec 11, 2024 - Jan 17, 2025 |
| #3 | -5.45% Feb 9, 2026 - Apr 16, 2026 | -7.54% Feb 28, 2025 - Mar 17, 2025 |
| #4 | -3.47% Mar 28, 2024 - May 14, 2024 | -3.98% Jan 27, 2025 - Feb 6, 2025 |
| #5 | -3.39% Oct 16, 2023 - Nov 6, 2023 | -3.79% Jan 21, 2025 - Jan 27, 2025 |
| #6 | -2.95% Dec 4, 2024 - Jan 22, 2025 | -3.06% Mar 27, 2025 - Apr 2, 2025 |
| #7 | -2.37% Jun 2, 2026 - Jun 10, 2026 | -2.99% Feb 6, 2025 - Feb 13, 2025 |
| #8 | -2.06% Nov 12, 2025 - Nov 26, 2025 | -2.48% Mar 20, 2025 - Mar 25, 2025 |
| #9 | -1.65% Oct 14, 2024 - Nov 6, 2024 | -1.76% Feb 25, 2025 - Feb 27, 2025 |
| #10 | -1.62% Nov 11, 2024 - Nov 26, 2024 | -1.69% Feb 19, 2025 - Feb 24, 2025 |
| #11 | -1.49% May 21, 2024 - Jun 6, 2024 | -0.46% Feb 13, 2025 - Feb 18, 2025 |
| #12 | -1.48% Jan 9, 2026 - Feb 2, 2026 | N/A |
| #13 | -1.43% Dec 11, 2025 - Dec 24, 2025 | 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 BRKU is -0.74 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.74
-101
Dividend Comparison (2023 - 2026)
BAMO vs BRKU dividend yield comparison.
| Year | BAMO | BRKU |
|---|---|---|
| 2026 | 0.24% | 0.49% |
| 2025 | 1.54% | 2.44% |
| 2024 | 1.58% | 0.00% |
| 2023 | 0.48% | 0.00% |
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