BCFN vs BAMO

Comparison between BARON FINANCIALS ETF (BCFN, ETF) and Brookstone Opportunities ETF (BAMO, ETF).

BCFN vs BAMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BCFN(ETF)	BAMO(ETF)
Net Assets	$48M	$48M
Expense Ratio	0.80%	1.06%
Max Drawdown	20.95%	12.72%
Sharpe Ratio	-1.96	1.37
5Y Beta	0.86	0.60
P/E Ratio	24.51	N/A
Forward P/E	18.34	N/A
PEG Ratio	0.60	N/A
5Y EPS CAGR	14.15%	N/A
Debt to Equity	55.94%	N/A
P/S Ratio	4.34	N/A
P/B Ratio	3.94	N/A

Net Assets

Winner

BCFN

$48M

BAMO

$48M

Expense Ratio

Winner

BCFN

0.80%

BAMO

1.06%

Max Drawdown

BCFN

20.95%

Winner

BAMO

12.72%

Sharpe Ratio

BCFN

-1.96

Winner

BAMO

1.37

5Y Beta

BCFN

0.86

Winner

BAMO

0.60

P/E Ratio

BCFN

24.51

BAMO

N/A

Forward P/E

BCFN

18.34

BAMO

N/A

PEG Ratio

BCFN

0.60

BAMO

N/A

5Y EPS CAGR

BCFN

14.15%

BAMO

N/A

Debt to Equity

BCFN

55.94%

BAMO

N/A

P/S Ratio

BCFN

4.34

BAMO

N/A

P/B Ratio

BCFN

3.94

BAMO

N/A

BCFN vs BAMO - Historical Returns

Returns include dividend reinvestment.

Period	BCFN	BAMO
1 month	-3.17%	+1.61%
3 months	-5.47%	+4.92%
6 months	-15.66%	+5.06%
1 year	N/A	+13.49%
Max(CAGR)	-30.35%	+13.70%

BCFN

-3.17%

Winner

BAMO

+1.61%

BCFN

-5.47%

Winner

BAMO

+4.92%

BCFN

-15.66%

Winner

BAMO

+5.06%

BCFN

N/A

BAMO

+13.49%

Max(CAGR)

BCFN

-30.35%

Winner

BAMO

+13.70%

BCFN vs BAMO - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	BCFN	BAMO
2026	-15.19%	+4.66%
2025	+0.35%	+9.37%
2024	N/A	+14.92%
2023	N/A	+7.75%

BCFN vs BAMO Drawdown Comparison

The maximum drawdown for BCFN was -20.95%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for BAMO was -12.72%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.

The current BCFN drawdown is -18.04%. The current BAMO drawdown is -1.33%.

Rank	BCFN	BAMO
#1	-20.95% Jan 6, 2026 - Mar 27, 2026	-12.72% Feb 19, 2025 - Jul 3, 2025
#2	-2.69% Dec 26, 2025 - Jan 5, 2026	-5.85% Jul 16, 2024 - Sep 19, 2024
#3	-0.42% Dec 15, 2025 - Dec 19, 2025	-5.45% Feb 9, 2026 - Apr 16, 2026
#4	N/A	-3.47% Mar 28, 2024 - May 14, 2024
#5	N/A	-3.39% Oct 16, 2023 - Nov 6, 2023
#6	N/A	-2.95% Dec 4, 2024 - Jan 22, 2025
#7	N/A	-2.06% Nov 12, 2025 - Nov 26, 2025
#8	N/A	-1.65% Oct 14, 2024 - Nov 6, 2024
#9	N/A	-1.62% Nov 11, 2024 - Nov 26, 2024
#10	N/A	-1.49% May 21, 2024 - Jun 6, 2024
#11	N/A	-1.48% Jan 9, 2026 - Feb 2, 2026
#12	N/A	-1.43% Dec 11, 2025 - Dec 24, 2025
#13	N/A	-1.33% Jun 2, 2026 - Jun 5, 2026
#14	N/A	-1.28% Feb 2, 2026 - Feb 6, 2026
#15	N/A	-1.25% Dec 28, 2023 - Jan 18, 2024

Correlation

Correlation between BCFN and BAMO is -0.32 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.32

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