CLSM vs BAMD

Comparison between ETC CABANA TARGET LEADING SECTOR MODERATE ETF (CLSM, ETF) and Brookstone Dividend Stock ETF (BAMD, ETF).

CLSM vs BAMD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CLSM(ETF)	BAMD(ETF)
Net Assets	$95M	$95M
Expense Ratio	0.82%	0.89%
Max Drawdown	33.55%	18.02%
Sharpe Ratio	1.30	0.85
5Y Beta	0.77	0.44
P/E Ratio	N/A	17.04
Forward P/E	N/A	15.77
PEG Ratio	N/A	0.10
5Y EPS CAGR	N/A	15.82%
Debt to Equity	N/A	-199.13%
P/S Ratio	N/A	2.65
P/B Ratio	N/A	3.41

Net Assets

CLSM

$95M

Winner

BAMD

$95M

Expense Ratio

Winner

CLSM

0.82%

BAMD

0.89%

Max Drawdown

CLSM

33.55%

Winner

BAMD

18.02%

Sharpe Ratio

Winner

CLSM

1.30

BAMD

0.85

5Y Beta

CLSM

0.77

Winner

BAMD

0.44

P/E Ratio

CLSM

N/A

BAMD

17.04

Forward P/E

CLSM

N/A

BAMD

15.77

PEG Ratio

CLSM

N/A

BAMD

0.10

5Y EPS CAGR

CLSM

N/A

BAMD

15.82%

Debt to Equity

CLSM

N/A

BAMD

-199.13%

P/S Ratio

CLSM

N/A

BAMD

2.65

P/B Ratio

CLSM

N/A

BAMD

3.41

CLSM vs BAMD - Historical Returns

Returns include dividend reinvestment.

Period	CLSM	BAMD
1 month	-2.81%	+3.77%
3 months	+8.01%	+6.92%
6 months	+13.23%	+11.45%
1 year	+23.46%	+13.02%
5 years(CAGR)	+3.42%	N/A
Max(CAGR)	+3.36%	+15.44%

CLSM

-2.81%

Winner

BAMD

+3.77%

Winner

CLSM

+8.01%

BAMD

+6.92%

Winner

CLSM

+13.23%

BAMD

+11.45%

Winner

CLSM

+23.46%

BAMD

+13.02%

5Y(CAGR)

CLSM

+3.42%

BAMD

N/A

Max(CAGR)

CLSM

+3.36%

Winner

BAMD

+15.44%

CLSM vs BAMD - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	CLSM	BAMD
2026	+15.49%	+13.89%
2025	+15.26%	-1.17%
2024	+1.42%	+17.97%
2023	+3.95%	+10.73%
2022	-23.96%	N/A
2021	+9.10%	N/A

CLSM vs BAMD Drawdown Comparison

The maximum drawdown for CLSM was -27.76%, occurring on Apr 8, 2025. Recovery took 1083 trading sessions.

The maximum drawdown for BAMD was -15.91%, occurring on Apr 8, 2025. Recovery took 384 trading sessions.

The current CLSM drawdown is -4.39%. The current BAMD drawdown is -0.97%.

Rank	CLSM	BAMD
#1	-27.76% Dec 27, 2021 - Apr 22, 2026	-15.91% Nov 26, 2024 - Jun 11, 2026
#2	-5.74% Jun 2, 2026 - Jul 20, 2026	-6.13% Jan 8, 2024 - Mar 20, 2024
#3	-5.24% Sep 2, 2021 - Oct 21, 2021	-5.72% Mar 28, 2024 - May 7, 2024
#4	-4.61% Nov 19, 2021 - Dec 27, 2021	-4.87% Oct 17, 2023 - Nov 3, 2023
#5	-2.26% Jul 14, 2021 - Jul 22, 2021	-3.52% May 17, 2024 - Jul 11, 2024
#6	-2.16% Nov 5, 2021 - Nov 19, 2021	-2.99% Sep 29, 2023 - Oct 16, 2023
#7	-1.92% May 14, 2026 - May 26, 2026	-2.82% Aug 1, 2024 - Aug 14, 2024
#8	-1.91% Jul 26, 2021 - Aug 23, 2021	-2.76% Nov 3, 2023 - Nov 14, 2023
#9	-1.05% Apr 24, 2026 - Apr 30, 2026	-2.41% Oct 16, 2024 - Nov 6, 2024
#10	-0.62% Aug 25, 2021 - Aug 27, 2021	-2.12% Dec 14, 2023 - Dec 28, 2023
#11	-0.50% Oct 21, 2021 - Oct 25, 2021	-1.94% Sep 30, 2024 - Oct 15, 2024
#12	-0.46% May 1, 2026 - May 5, 2026	-1.52% Jul 17, 2024 - Jul 26, 2024
#13	-0.40% May 11, 2026 - May 13, 2026	-1.47% Nov 11, 2024 - Nov 21, 2024
#14	-0.19% Apr 22, 2026 - Apr 24, 2026	-1.46% Jun 16, 2026 - Jul 2, 2026
#15	-0.16% May 6, 2026 - May 8, 2026	-1.36% Sep 4, 2024 - Sep 13, 2024