BAMY vs EMSF
Comparison between Brookstone Yield ETF (BAMY, ETF) and MATTHEWS EMERGING MARKETS SUSTAINABLE FUTURE ACTIVE ETF (EMSF, ETF).
BAMY vs EMSF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BAMY
$44M
EMSF
$43M
Expense Ratio
BAMY
1.46%
Winner
EMSF
0.79%
Max Drawdown
Winner
BAMY
8.42%
EMSF
27.05%
Sharpe Ratio
BAMY
0.98
Winner
EMSF
1.27
5Y Beta
Winner
BAMY
0.29
EMSF
1.06
BAMY vs EMSF - Historical Returns
Returns include dividend reinvestment.
1M
BAMY
+1.06%
Winner
EMSF
+5.51%
3M
Winner
BAMY
+1.08%
EMSF
-0.12%
6M
BAMY
+1.25%
Winner
EMSF
+13.72%
1Y
BAMY
+7.45%
Winner
EMSF
+43.56%
Max(CAGR)
BAMY
+10.62%
Winner
EMSF
+18.11%
BAMY vs EMSF - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BAMY | EMSF |
|---|---|---|
| 2026 | +2.01% | +33.66% |
| 2025 | +12.90% | +19.12% |
| 2024 | +10.93% | -0.40% |
| 2023 | +5.20% | +1.88% |
BAMY vs EMSF Drawdown Comparison
The maximum drawdown for BAMY was -6.03%, occurring on Apr 8, 2025. Recovery took 55 trading sessions.
The maximum drawdown for EMSF was -24.68%, occurring on Apr 8, 2025. Recovery took 232 trading sessions.
The current BAMY drawdown is -0.12%. The current EMSF drawdown is -11.01%.
| Rank | BAMY | EMSF |
|---|---|---|
| #1 | -6.03% Feb 19, 2025 - May 8, 2025 | -24.68% Oct 7, 2024 - Sep 11, 2025 |
| #2 | -4.41% Oct 11, 2023 - Nov 10, 2023 | -19.49% Jun 22, 2026 - Jul 29, 2026 |
| #3 | -3.88% Mar 28, 2024 - Jun 26, 2024 | -14.57% Feb 25, 2026 - Apr 14, 2026 |
| #4 | -3.69% Jul 16, 2024 - Aug 23, 2024 | -13.08% Nov 3, 2025 - Jan 27, 2026 |
| #5 | -2.48% Feb 20, 2026 - Apr 14, 2026 | -11.05% May 17, 2024 - Sep 26, 2024 |
| #6 | -1.77% Sep 28, 2023 - Oct 9, 2023 | -8.32% Jun 2, 2026 - Jun 15, 2026 |
| #7 | -1.60% Nov 11, 2025 - Nov 25, 2025 | -7.82% May 8, 2026 - Jun 1, 2026 |
| #8 | -1.56% Oct 8, 2025 - Oct 20, 2025 | -7.73% Nov 20, 2023 - Mar 1, 2024 |
| #9 | -1.37% Dec 16, 2024 - Jan 21, 2025 | -7.26% Apr 9, 2024 - May 2, 2024 |
| #10 | -1.13% Apr 17, 2026 - May 29, 2026 | -7.08% Oct 11, 2023 - Nov 14, 2023 |
| #11 | -1.13% Jul 28, 2025 - Aug 8, 2025 | -5.59% Oct 6, 2025 - Oct 20, 2025 |
| #12 | -1.05% Dec 28, 2023 - Jan 11, 2024 | -3.39% Sep 18, 2025 - Oct 2, 2025 |
| #13 | -1.03% May 19, 2025 - May 27, 2025 | -3.29% Jan 28, 2026 - Feb 9, 2026 |
| #14 | -0.99% Aug 30, 2024 - Sep 11, 2024 | -2.94% Mar 12, 2024 - Apr 1, 2024 |
| #15 | -0.84% Aug 14, 2025 - Aug 22, 2025 | -2.87% May 3, 2024 - May 17, 2024 |
Correlation
Correlation between BAMY and EMSF is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2023 - 2026)
BAMY vs EMSF dividend yield comparison.
| Year | BAMY | EMSF |
|---|---|---|
| 2026 | 2.66% | 0.00% |
| 2025 | 7.16% | 1.88% |
| 2024 | 8.20% | 3.29% |
| 2023 | 1.96% | 0.02% |
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