BAMV vs TRPA
Comparison between Brookstone Value Stock ETF (BAMV, ETF) and HARTFORD AAA CLO ETF (TRPA, ETF).
BAMV vs TRPA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BAMV
$101M
Winner
TRPA
$101M
Expense Ratio
BAMV
0.91%
Winner
TRPA
0.24%
Max Drawdown
BAMV
17.03%
Winner
TRPA
1.30%
Sharpe Ratio
Winner
BAMV
0.94
TRPA
0.73
5Y Beta
BAMV
0.68
Winner
TRPA
0.04
P/E Ratio
BAMV
16.15
TRPA
N/A
Forward P/E
BAMV
14.48
TRPA
N/A
PEG Ratio
BAMV
0.22
TRPA
N/A
5Y EPS CAGR
BAMV
16.33%
TRPA
N/A
Debt to Equity
BAMV
66.92%
TRPA
N/A
P/S Ratio
BAMV
2.47
TRPA
N/A
P/B Ratio
BAMV
2.81
TRPA
N/A
BAMV vs TRPA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BAMV
+2.58%
TRPA
+0.45%
3M
Winner
BAMV
+6.68%
TRPA
+1.71%
6M
Winner
BAMV
+9.16%
TRPA
+2.47%
1Y
Winner
BAMV
+15.87%
TRPA
+5.38%
Max(CAGR)
Winner
BAMV
+16.29%
TRPA
+6.06%
BAMV vs TRPA - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BAMV | TRPA |
|---|---|---|
| 2026 | +8.33% | +1.86% |
| 2025 | +8.08% | +4.84% |
| 2024 | +12.49% | N/A |
| 2023 | +13.82% | N/A |
BAMV vs TRPA Drawdown Comparison
The maximum drawdown for BAMV was -14.55%, occurring on Apr 8, 2025. Recovery took 146 trading sessions.
The maximum drawdown for TRPA was -0.61%, occurring on Mar 24, 2026. Recovery took 16 trading sessions.
The current BAMV drawdown is -1.53%.
| Rank | BAMV | TRPA |
|---|---|---|
| #1 | -14.55% Nov 29, 2024 - Jul 3, 2025 | -0.61% Mar 18, 2026 - Apr 10, 2026 |
| #2 | -6.23% Oct 27, 2025 - Jan 6, 2026 | -0.53% Mar 2, 2026 - Mar 9, 2026 |
| #3 | -5.80% Feb 6, 2026 - Apr 15, 2026 | -0.46% Jul 10, 2025 - Jul 29, 2025 |
| #4 | -5.33% Mar 28, 2024 - Jul 17, 2024 | -0.41% Jul 29, 2025 - Aug 4, 2025 |
| #5 | -4.94% Oct 17, 2023 - Nov 2, 2023 | -0.35% Apr 24, 2025 - Apr 29, 2025 |
| #6 | -4.90% Jul 30, 2024 - Aug 19, 2024 | -0.33% Oct 7, 2025 - Oct 22, 2025 |
| #7 | -3.85% Aug 22, 2025 - Oct 8, 2025 | -0.33% Feb 20, 2026 - Mar 2, 2026 |
| #8 | -3.81% Oct 18, 2024 - Nov 11, 2024 | -0.32% Aug 4, 2025 - Aug 18, 2025 |
| #9 | -3.56% Jul 28, 2025 - Aug 22, 2025 | -0.31% Mar 16, 2026 - Mar 18, 2026 |
| #10 | -3.51% Aug 30, 2024 - Sep 23, 2024 | -0.31% Sep 3, 2025 - Sep 11, 2025 |
| #11 | -3.13% Oct 8, 2025 - Oct 24, 2025 | -0.31% Aug 18, 2025 - Aug 29, 2025 |
| #12 | -2.37% Dec 28, 2023 - Jan 29, 2024 | -0.27% Oct 22, 2025 - Oct 31, 2025 |
| #13 | -2.25% Sep 29, 2023 - Oct 10, 2023 | -0.26% Apr 15, 2025 - Apr 22, 2025 |
| #14 | -2.04% Jul 17, 2024 - Jul 30, 2024 | -0.24% May 22, 2025 - Jun 2, 2025 |
| #15 | -1.84% Jan 30, 2024 - Feb 15, 2024 | -0.23% Jul 2, 2025 - Jul 8, 2025 |
Correlation
Correlation between BAMV and TRPA is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2023 - 2026)
BAMV vs TRPA dividend yield comparison.
| Year | BAMV | TRPA |
|---|---|---|
| 2026 | 0.56% | 1.99% |
| 2025 | 1.32% | 4.14% |
| 2024 | 3.66% | 0.00% |
| 2023 | 0.19% | 0.00% |
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