XXV vs BAMO
Comparison between SIMPLIFY ANCORATO TARGET 25 DISTRIBUTION ETF (XXV, ETF) and Brookstone Opportunities ETF (BAMO, ETF).
XXV vs BAMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XXV
$49M
Winner
BAMO
$49M
Expense Ratio
Winner
XXV
0.85%
BAMO
1.06%
Max Drawdown
XXV
44.29%
Winner
BAMO
12.72%
Sharpe Ratio
XXV
-0.85
Winner
BAMO
1.33
5Y Beta
XXV
0.63
Winner
BAMO
0.60
XXV vs BAMO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XXV
+2.65%
BAMO
+0.85%
3M
XXV
+5.40%
Winner
BAMO
+6.82%
6M
XXV
+4.48%
Winner
BAMO
+5.33%
1Y
XXV
N/A
BAMO
+12.91%
5Y(CAGR)
XXV
-3.76%
BAMO
N/A
10Y(CAGR)
XXV
-2.91%
BAMO
N/A
Max(CAGR)
XXV
+1.79%
Winner
BAMO
+13.73%
XXV vs BAMO - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | XXV | BAMO |
|---|---|---|
| 2026 | +4.29% | +4.99% |
| 2025 | +4.11% | +9.37% |
| 2024 | N/A | +14.92% |
| 2023 | N/A | +7.75% |
| 2018 | -2.63% | N/A |
| 2017 | +1.01% | N/A |
| 2016 | -1.31% | N/A |
| 2015 | -0.50% | N/A |
| 2014 | -0.47% | N/A |
| 2013 | +1.77% | N/A |
| 2012 | +13.44% | N/A |
| 2011 | -0.39% | N/A |
| 2010 | +61.21% | N/A |
XXV vs BAMO Drawdown Comparison
The maximum drawdown for XXV was -39.30%, occurring on Mar 30, 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 XXV drawdown is -32.15%. The current BAMO drawdown is -1.02%.
| Rank | XXV | BAMO |
|---|---|---|
| #1 | -39.30% Nov 22, 2017 - Mar 30, 2026 | -12.72% Feb 19, 2025 - Jul 3, 2025 |
| #2 | -19.18% Jul 7, 2011 - Mar 21, 2012 | -5.85% Jul 16, 2024 - Sep 19, 2024 |
| #3 | -12.07% Sep 29, 2016 - Feb 7, 2017 | -5.45% Feb 9, 2026 - Apr 16, 2026 |
| #4 | -9.69% Jul 1, 2014 - Sep 29, 2016 | -3.47% Mar 28, 2024 - May 14, 2024 |
| #5 | -8.34% Aug 9, 2010 - Sep 1, 2010 | -3.39% Oct 16, 2023 - Nov 6, 2023 |
| #6 | -8.03% Feb 7, 2017 - Mar 8, 2017 | -2.95% Dec 4, 2024 - Jan 22, 2025 |
| #7 | -5.44% Feb 14, 2011 - Apr 19, 2011 | -2.37% Jun 2, 2026 - Jun 10, 2026 |
| #8 | -4.72% Mar 8, 2017 - Nov 22, 2017 | -2.06% Nov 12, 2025 - Nov 26, 2025 |
| #9 | -3.71% Mar 26, 2012 - Jul 2, 2012 | -1.65% Oct 14, 2024 - Nov 6, 2024 |
| #10 | -3.59% Nov 22, 2010 - Dec 3, 2010 | -1.62% Nov 11, 2024 - Nov 26, 2024 |
| #11 | -2.71% Nov 10, 2010 - Nov 19, 2010 | -1.49% May 21, 2024 - Jun 6, 2024 |
| #12 | -2.50% Sep 20, 2010 - Sep 24, 2010 | -1.48% Jan 9, 2026 - Feb 2, 2026 |
| #13 | -2.32% May 31, 2011 - Jun 30, 2011 | -1.43% Dec 11, 2025 - Dec 24, 2025 |
| #14 | -2.24% Sep 28, 2010 - Oct 5, 2010 | -1.28% Feb 2, 2026 - Feb 6, 2026 |
| #15 | -1.54% Sep 3, 2010 - Sep 9, 2010 | -1.25% Dec 28, 2023 - Jan 18, 2024 |
Correlation
Correlation between XXV and BAMO is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2023 - 2026)
XXV vs BAMO dividend yield comparison.
| Year | XXV | BAMO |
|---|---|---|
| 2026 | 10.40% | 0.24% |
| 2025 | 2.36% | 1.54% |
| 2024 | 0.00% | 1.58% |
| 2023 | 0.00% | 0.48% |
Select Stocks to Compare
Popular: XXV vs SPYBAMO vs SPY
More Comparisons
Compare with similar stocks