BAMY vs FFGX
Comparison between Brookstone Yield ETF (BAMY, ETF) and FIDELITY FUNDAMENTAL GLOBAL EX-U.S. ETF (FFGX, ETF).
BAMY vs FFGX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BAMY
$45M
FFGX
$45M
Expense Ratio
BAMY
1.46%
Winner
FFGX
0.55%
Max Drawdown
Winner
BAMY
8.42%
FFGX
14.99%
Sharpe Ratio
Winner
BAMY
0.92
FFGX
0.84
5Y Beta
Winner
BAMY
0.31
FFGX
0.90
BAMY vs FFGX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BAMY
-0.01%
FFGX
-4.57%
3M
BAMY
+0.45%
Winner
FFGX
+4.45%
6M
BAMY
+0.82%
Winner
FFGX
+7.52%
1Y
BAMY
+8.06%
Winner
FFGX
+19.70%
Max(CAGR)
BAMY
+10.76%
Winner
FFGX
+22.15%
BAMY vs FFGX - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BAMY | FFGX |
|---|---|---|
| 2026 | +1.43% | +10.75% |
| 2025 | +12.90% | +28.00% |
| 2024 | +10.93% | -2.87% |
| 2023 | +5.20% | N/A |
BAMY vs FFGX Drawdown Comparison
The maximum drawdown for BAMY was -6.03%, occurring on Apr 8, 2025. Recovery took 55 trading sessions.
The maximum drawdown for FFGX was -14.79%, occurring on Apr 8, 2025. Recovery took 31 trading sessions.
The current BAMY drawdown is -0.30%. The current FFGX drawdown is -4.57%.
| Rank | BAMY | FFGX |
|---|---|---|
| #1 | -6.03% Feb 19, 2025 - May 8, 2025 | -14.79% Mar 19, 2025 - May 2, 2025 |
| #2 | -4.41% Oct 11, 2023 - Nov 10, 2023 | -12.86% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -3.88% Mar 28, 2024 - Jun 26, 2024 | -6.84% Jun 22, 2026 - Jul 20, 2026 |
| #4 | -3.69% Jul 16, 2024 - Aug 23, 2024 | -6.58% Dec 5, 2024 - Feb 6, 2025 |
| #5 | -2.48% Feb 20, 2026 - Apr 14, 2026 | -6.30% Oct 28, 2025 - Jan 2, 2026 |
| #6 | -1.77% Sep 28, 2023 - Oct 9, 2023 | -5.82% Jun 2, 2026 - Jun 15, 2026 |
| #7 | -1.60% Nov 11, 2025 - Nov 25, 2025 | -4.47% May 6, 2026 - May 26, 2026 |
| #8 | -1.56% Oct 8, 2025 - Oct 20, 2025 | -4.14% Jul 23, 2025 - Aug 22, 2025 |
| #9 | -1.37% Dec 16, 2024 - Jan 21, 2025 | -3.74% Mar 5, 2025 - Mar 17, 2025 |
| #10 | -1.13% Apr 17, 2026 - May 29, 2026 | -3.68% Oct 6, 2025 - Oct 24, 2025 |
| #11 | -1.13% Jul 28, 2025 - Aug 8, 2025 | -3.59% Apr 17, 2026 - May 6, 2026 |
| #12 | -1.05% Dec 28, 2023 - Jan 11, 2024 | -3.40% Jan 27, 2026 - Feb 9, 2026 |
| #13 | -1.03% May 19, 2025 - May 27, 2025 | -2.91% Feb 18, 2025 - Mar 5, 2025 |
| #14 | -0.99% Aug 30, 2024 - Sep 11, 2024 | -2.73% Aug 22, 2025 - Sep 11, 2025 |
| #15 | -0.84% Aug 14, 2025 - Aug 22, 2025 | -2.52% Jun 12, 2025 - Jun 26, 2025 |
Correlation
Correlation between BAMY and FFGX is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2023 - 2026)
BAMY vs FFGX dividend yield comparison.
| Year | BAMY | FFGX |
|---|---|---|
| 2026 | 2.67% | 0.83% |
| 2025 | 7.16% | 1.62% |
| 2024 | 8.20% | 0.40% |
| 2023 | 1.96% | 0.00% |
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