BAMY vs OVM
Comparison between Brookstone Yield ETF (BAMY, ETF) and OVERLAY SHARES MUNICIPAL BOND ETF (OVM, ETF).
BAMY vs OVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BAMY
$44M
Winner
OVM
$44M
Expense Ratio
BAMY
1.46%
Winner
OVM
0.81%
Max Drawdown
Winner
BAMY
8.42%
OVM
24.24%
Sharpe Ratio
Winner
BAMY
0.98
OVM
0.85
5Y Beta
BAMY
0.29
Winner
OVM
0.19
5Y Dividends CAGR
BAMY
N/A
OVM
4.01%
BAMY vs OVM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BAMY
+1.06%
OVM
+0.47%
3M
Winner
BAMY
+1.08%
OVM
-0.12%
6M
Winner
BAMY
+1.25%
OVM
-0.32%
1Y
BAMY
+7.45%
Winner
OVM
+7.56%
5Y(CAGR)
BAMY
N/A
OVM
+1.01%
Max(CAGR)
Winner
BAMY
+10.62%
OVM
+2.47%
BAMY vs OVM - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | BAMY | OVM |
|---|---|---|
| 2026 | +2.01% | +2.14% |
| 2025 | +12.90% | +4.18% |
| 2024 | +10.93% | +3.99% |
| 2023 | +5.20% | +6.98% |
| 2022 | N/A | -11.22% |
| 2021 | N/A | +4.98% |
| 2020 | N/A | +6.00% |
| 2019 | N/A | +1.72% |
BAMY vs OVM Drawdown Comparison
The maximum drawdown for BAMY was -6.03%, occurring on Apr 8, 2025. Recovery took 55 trading sessions.
The maximum drawdown for OVM was -15.58%, occurring on Sep 30, 2022. Recovery took 694 trading sessions.
The current BAMY drawdown is -0.12%. The current OVM drawdown is -1.91%.
| Rank | BAMY | OVM |
|---|---|---|
| #1 | -6.03% Feb 19, 2025 - May 8, 2025 | -15.58% Dec 28, 2021 - Oct 2, 2024 |
| #2 | -4.41% Oct 11, 2023 - Nov 10, 2023 | -14.90% Feb 20, 2020 - Jul 9, 2020 |
| #3 | -3.88% Mar 28, 2024 - Jun 26, 2024 | -8.20% Dec 6, 2024 - Oct 15, 2025 |
| #4 | -3.69% Jul 16, 2024 - Aug 23, 2024 | -2.88% Jul 6, 2026 - Jul 30, 2026 |
| #5 | -2.48% Feb 20, 2026 - Apr 14, 2026 | -2.44% Feb 27, 2026 - Apr 30, 2026 |
| #6 | -1.77% Sep 28, 2023 - Oct 9, 2023 | -2.22% Feb 12, 2021 - Apr 15, 2021 |
| #7 | -1.60% Nov 11, 2025 - Nov 25, 2025 | -2.12% Oct 2, 2024 - Nov 27, 2024 |
| #8 | -1.56% Oct 8, 2025 - Oct 20, 2025 | -2.06% Sep 9, 2021 - Dec 28, 2021 |
| #9 | -1.37% Dec 16, 2024 - Jan 21, 2025 | -1.84% Aug 10, 2020 - Nov 17, 2020 |
| #10 | -1.13% Apr 17, 2026 - May 29, 2026 | -1.50% Oct 27, 2025 - Dec 10, 2025 |
| #11 | -1.13% Jul 28, 2025 - Aug 8, 2025 | -1.24% May 8, 2026 - May 27, 2026 |
| #12 | -1.05% Dec 28, 2023 - Jan 11, 2024 | -1.22% Jan 14, 2026 - Feb 2, 2026 |
| #13 | -1.03% May 19, 2025 - May 27, 2025 | -1.17% Dec 24, 2020 - Jan 20, 2021 |
| #14 | -0.99% Aug 30, 2024 - Sep 11, 2024 | -1.07% Jun 4, 2026 - Jul 2, 2026 |
| #15 | -0.84% Aug 14, 2025 - Aug 22, 2025 | -0.82% May 7, 2021 - May 25, 2021 |
Correlation
Correlation between BAMY and OVM is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2019 - 2026)
BAMY vs OVM dividend yield comparison.
| Year | BAMY | OVM |
|---|---|---|
| 2026 | 2.66% | 3.05% |
| 2025 | 7.16% | 5.45% |
| 2024 | 8.20% | 4.91% |
| 2023 | 1.96% | 4.66% |
| 2022 | 0.00% | 4.21% |
| 2021 | 0.00% | 6.10% |
| 2020 | 0.00% | 3.97% |
| 2019 | 0.00% | 0.58% |
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