MSTI vs BAMO
Comparison between MADISON SHORT-TERM STRATEGIC INCOME ETF (MSTI, ETF) and Brookstone Opportunities ETF (BAMO, ETF).
MSTI vs BAMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MSTI
$49M
BAMO
$49M
Expense Ratio
Winner
MSTI
0.36%
BAMO
1.06%
Max Drawdown
Winner
MSTI
2.93%
BAMO
12.72%
Sharpe Ratio
MSTI
0.18
Winner
BAMO
1.33
5Y Beta
Winner
MSTI
0.04
BAMO
0.60
MSTI vs BAMO - Historical Returns
Returns include dividend reinvestment.
1M
MSTI
+0.51%
Winner
BAMO
+1.81%
3M
MSTI
+0.60%
Winner
BAMO
+7.44%
6M
MSTI
+1.19%
Winner
BAMO
+6.33%
1Y
MSTI
+4.32%
Winner
BAMO
+14.33%
Max(CAGR)
MSTI
+5.85%
Winner
BAMO
+14.06%
MSTI vs BAMO - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | MSTI | BAMO |
|---|---|---|
| 2026 | +0.80% | +5.92% |
| 2025 | +6.12% | +9.37% |
| 2024 | +5.14% | +14.92% |
| 2023 | +4.14% | +7.75% |
MSTI vs BAMO Drawdown Comparison
The maximum drawdown for MSTI was -1.48%, occurring on Oct 19, 2023. Recovery took 37 trading sessions.
The maximum drawdown for BAMO was -12.72%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The current MSTI drawdown is -0.11%. The current BAMO drawdown is -0.14%.
| Rank | MSTI | BAMO |
|---|---|---|
| #1 | -1.48% Sep 13, 2023 - Nov 3, 2023 | -12.72% Feb 19, 2025 - Jul 3, 2025 |
| #2 | -1.32% Feb 20, 2026 - May 1, 2026 | -5.85% Jul 16, 2024 - Sep 19, 2024 |
| #3 | -1.22% Oct 2, 2024 - Jan 24, 2025 | -5.45% Feb 9, 2026 - Apr 16, 2026 |
| #4 | -1.07% Apr 3, 2025 - Apr 25, 2025 | -3.47% Mar 28, 2024 - May 14, 2024 |
| #5 | -1.07% Mar 27, 2024 - May 3, 2024 | -3.39% Oct 16, 2023 - Nov 6, 2023 |
| #6 | -0.97% Feb 1, 2024 - Mar 8, 2024 | -2.95% Dec 4, 2024 - Jan 22, 2025 |
| #7 | -0.81% May 1, 2026 - May 19, 2026 | -2.37% Jun 2, 2026 - Jun 10, 2026 |
| #8 | -0.67% Sep 23, 2025 - Oct 21, 2025 | -2.06% Nov 12, 2025 - Nov 26, 2025 |
| #9 | -0.65% Apr 30, 2025 - May 19, 2025 | -1.65% Oct 14, 2024 - Nov 6, 2024 |
| #10 | -0.62% Dec 27, 2023 - Jan 11, 2024 | -1.62% Nov 11, 2024 - Nov 26, 2024 |
| #11 | -0.56% Jan 12, 2024 - Feb 1, 2024 | -1.49% May 21, 2024 - Jun 6, 2024 |
| #12 | -0.49% Mar 11, 2024 - Mar 27, 2024 | -1.48% Jan 9, 2026 - Feb 2, 2026 |
| #13 | -0.49% May 19, 2025 - May 29, 2025 | -1.43% Dec 11, 2025 - Dec 24, 2025 |
| #14 | -0.46% Feb 4, 2025 - Feb 21, 2025 | -1.28% Feb 2, 2026 - Feb 6, 2026 |
| #15 | -0.41% Jul 22, 2025 - Aug 1, 2025 | -1.25% Dec 28, 2023 - Jan 18, 2024 |
Correlation
Correlation between MSTI and BAMO is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2023 - 2026)
MSTI vs BAMO dividend yield comparison.
| Year | MSTI | BAMO |
|---|---|---|
| 2026 | 1.78% | 0.24% |
| 2025 | 5.40% | 1.54% |
| 2024 | 5.48% | 1.58% |
| 2023 | 1.55% | 0.48% |
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