OVF vs BAMY
Comparison between OVERLAY SHARES FOREIGN EQUITY ETF (OVF, ETF) and Brookstone Yield ETF (BAMY, ETF).
OVF vs BAMY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OVF
$45M
Winner
BAMY
$45M
Expense Ratio
Winner
OVF
0.83%
BAMY
1.46%
Max Drawdown
OVF
33.71%
Winner
BAMY
8.42%
Sharpe Ratio
Winner
OVF
1.17
BAMY
0.92
5Y Beta
OVF
0.89
Winner
BAMY
0.31
5Y Dividends CAGR
OVF
33.60%
BAMY
N/A
OVF vs BAMY - Historical Returns
Returns include dividend reinvestment.
1M
OVF
-2.41%
Winner
BAMY
-0.01%
3M
Winner
OVF
+3.55%
BAMY
+0.45%
6M
Winner
OVF
+8.90%
BAMY
+0.82%
1Y
Winner
OVF
+25.58%
BAMY
+8.06%
5Y(CAGR)
OVF
+9.10%
BAMY
N/A
Max(CAGR)
OVF
+9.09%
Winner
BAMY
+10.76%
OVF vs BAMY - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | OVF | BAMY |
|---|---|---|
| 2026 | +11.62% | +1.43% |
| 2025 | +33.57% | +12.90% |
| 2024 | +7.82% | +10.93% |
| 2023 | +14.66% | +5.20% |
| 2022 | -17.51% | N/A |
| 2021 | +9.23% | N/A |
| 2020 | +2.11% | N/A |
| 2019 | +5.80% | N/A |
OVF vs BAMY Drawdown Comparison
The maximum drawdown for OVF was -30.06%, occurring on Oct 14, 2022. Recovery took 676 trading sessions.
The maximum drawdown for BAMY was -6.03%, occurring on Apr 8, 2025. Recovery took 55 trading sessions.
The current OVF drawdown is -2.41%. The current BAMY drawdown is -0.30%.
| Rank | OVF | BAMY |
|---|---|---|
| #1 | -30.06% Sep 3, 2021 - May 14, 2024 | -6.03% Feb 19, 2025 - May 8, 2025 |
| #2 | -29.60% Jan 17, 2020 - Dec 29, 2020 | -4.41% Oct 11, 2023 - Nov 10, 2023 |
| #3 | -15.88% Sep 26, 2024 - May 5, 2025 | -3.88% Mar 28, 2024 - Jun 26, 2024 |
| #4 | -11.63% Feb 25, 2026 - May 6, 2026 | -3.69% Jul 16, 2024 - Aug 23, 2024 |
| #5 | -8.91% Jul 12, 2024 - Aug 23, 2024 | -2.48% Feb 20, 2026 - Apr 14, 2026 |
| #6 | -5.94% Nov 12, 2025 - Dec 10, 2025 | -1.77% Sep 28, 2023 - Oct 9, 2023 |
| #7 | -5.43% Feb 16, 2021 - Apr 15, 2021 | -1.60% Nov 11, 2025 - Nov 25, 2025 |
| #8 | -5.35% Jun 2, 2026 - Jun 18, 2026 | -1.56% Oct 8, 2025 - Oct 20, 2025 |
| #9 | -4.70% Jul 23, 2025 - Aug 13, 2025 | -1.37% Dec 16, 2024 - Jan 21, 2025 |
| #10 | -4.48% Aug 30, 2024 - Sep 19, 2024 | -1.13% Apr 17, 2026 - May 29, 2026 |
| #11 | -4.13% Jun 18, 2026 - Jul 20, 2026 | -1.13% Jul 28, 2025 - Aug 8, 2025 |
| #12 | -4.03% Oct 6, 2025 - Oct 20, 2025 | -1.05% Dec 28, 2023 - Jan 11, 2024 |
| #13 | -3.25% May 6, 2026 - May 26, 2026 | -1.03% May 19, 2025 - May 27, 2025 |
| #14 | -3.14% Jan 26, 2021 - Feb 9, 2021 | -0.99% Aug 30, 2024 - Sep 11, 2024 |
| #15 | -3.09% May 7, 2021 - May 24, 2021 | -0.84% Aug 14, 2025 - Aug 22, 2025 |
Correlation
Correlation between OVF and BAMY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2019 - 2026)
OVF vs BAMY dividend yield comparison.
| Year | OVF | BAMY |
|---|---|---|
| 2026 | 5.17% | 2.67% |
| 2025 | 6.32% | 7.16% |
| 2024 | 5.13% | 8.20% |
| 2023 | 5.17% | 1.96% |
| 2022 | 4.50% | 0.00% |
| 2021 | 4.88% | 0.00% |
| 2020 | 2.55% | 0.00% |
| 2019 | 2.12% | 0.00% |
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