TBLU vs BAMA

Comparison between TORTOISE GLOBAL WATER ETF (TBLU, ETF) and Brookstone Active ETF (BAMA, ETF).

TBLU vs BAMA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TBLU(ETF)	BAMA(ETF)
Net Assets	$53M	$53M
Expense Ratio	0.40%	0.99%
Max Drawdown	37.58%	12.27%
Sharpe Ratio	-0.32	1.33
5Y Beta	0.64	0.65
P/E Ratio	24.23	N/A
Forward P/E	19.80	N/A
PEG Ratio	1.18	N/A
5Y Dividends CAGR	28.78%	N/A
Debt to Equity	45.54%	N/A
P/S Ratio	2.62	N/A
P/B Ratio	3.51	N/A

Net Assets

TBLU

$53M

Winner

BAMA

$53M

Expense Ratio

Winner

TBLU

0.40%

BAMA

0.99%

Max Drawdown

TBLU

37.58%

Winner

BAMA

12.27%

Sharpe Ratio

TBLU

-0.32

Winner

BAMA

1.33

5Y Beta

Winner

TBLU

0.64

BAMA

0.65

P/E Ratio

TBLU

24.23

BAMA

N/A

Forward P/E

TBLU

19.80

BAMA

N/A

PEG Ratio

TBLU

1.18

BAMA

N/A

5Y Dividends CAGR

TBLU

28.78%

BAMA

N/A

Debt to Equity

TBLU

45.54%

BAMA

N/A

P/S Ratio

TBLU

2.62

BAMA

N/A

P/B Ratio

TBLU

3.51

BAMA

N/A

TBLU vs BAMA - Historical Returns

Returns include dividend reinvestment.

Period	TBLU	BAMA
1 month	-0.94%	+0.53%
3 months	-1.52%	+8.42%
6 months	-1.78%	+8.02%
1 year	-1.62%	+17.65%
5 years(CAGR)	+4.11%	N/A
10 years(CAGR)	+9.53%	N/A
Max(CAGR)	+9.53%	+16.16%

TBLU

-0.94%

Winner

BAMA

+0.53%

TBLU

-1.52%

Winner

BAMA

+8.42%

TBLU

-1.78%

Winner

BAMA

+8.02%

TBLU

-1.62%

Winner

BAMA

+17.65%

5Y(CAGR)

TBLU

+4.11%

BAMA

N/A

10Y(CAGR)

TBLU

+9.53%

BAMA

N/A

Max(CAGR)

TBLU

+9.53%

Winner

BAMA

+16.16%

TBLU vs BAMA - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	TBLU	BAMA
2026	-1.95%	+6.88%
2025	+12.42%	+12.76%
2024	+9.92%	+15.47%
2023	+20.01%	+8.02%
2022	-25.20%	N/A
2021	+30.22%	N/A
2020	+16.37%	N/A
2019	+38.09%	N/A
2018	-12.48%	N/A
2017	+20.20%	N/A

TBLU vs BAMA Drawdown Comparison

The maximum drawdown for TBLU was -37.58%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.

The maximum drawdown for BAMA was -12.27%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.

The current TBLU drawdown is -10.68%. The current BAMA drawdown is -2.04%.

Rank	TBLU	BAMA
#1	-37.58% Feb 20, 2020 - Oct 12, 2020	-12.27% Feb 19, 2025 - Jun 24, 2025
#2	-35.36% Dec 31, 2021 - Jul 31, 2024	-7.35% Feb 25, 2026 - Apr 15, 2026
#3	-17.25% Jan 26, 2018 - Jun 13, 2019	-4.96% Jul 16, 2024 - Aug 21, 2024
#4	-15.42% Dec 9, 2024 - May 15, 2025	-4.10% Jun 2, 2026 - Jun 10, 2026
#5	-13.17% Feb 26, 2026 - Mar 20, 2026	-3.82% Mar 28, 2024 - May 15, 2024
#6	-8.73% Sep 2, 2021 - Nov 9, 2021	-3.77% Oct 11, 2023 - Nov 3, 2023
#7	-8.29% Aug 22, 2025 - Jan 16, 2026	-3.44% Oct 28, 2025 - Dec 23, 2025
#8	-6.00% May 4, 2017 - Jul 20, 2017	-3.30% Dec 6, 2024 - Feb 13, 2025
#9	-5.90% Jan 13, 2021 - Mar 26, 2021	-2.41% Aug 30, 2024 - Sep 13, 2024
#10	-5.63% Oct 12, 2020 - Nov 5, 2020	-2.35% Jan 27, 2026 - Feb 25, 2026
#11	-5.54% Jul 31, 2024 - Sep 19, 2024	-2.08% May 14, 2026 - May 26, 2026
#12	-5.24% Jul 29, 2019 - Sep 18, 2019	-2.01% Oct 14, 2024 - Nov 6, 2024
#13	-5.01% Nov 19, 2021 - Dec 27, 2021	-1.88% Oct 8, 2025 - Oct 20, 2025
#14	-4.60% Oct 7, 2024 - Nov 6, 2024	-1.67% Jan 12, 2026 - Jan 26, 2026
#15	-4.27% Mar 1, 2017 - Apr 26, 2017	-1.50% Nov 11, 2024 - Nov 26, 2024