Screener
BAMA vs RLY
Brookstone Active ETF vs State Street Multi-Asset Real Return ETF
Key differences
Both BAMA and RLY are fixed income ETFs. BAMA charges 0.99% a year and RLY 0.50%. The main difference: RLY costs 0.49% less per year.
- RLY costs 0.49% less per year.
- RLY is much larger than BAMA. Larger funds are usually more liquid and less likely to close.
- RLY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BAMA | RLY | |
|---|---|---|
| Annual cost (TER) | 0.99% | 0.50% |
| Fund size (AUM) | $53M | $1.2B |
| Since | 2023 | 2012 |
| Dividend yield | 1.31% | 2.89% |
| Asset class | fixed income | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.0% | +28.0% |
| CAGR 3Y | N/A | +14.0% |
| CAGR 5Y | N/A | +10.0% |
| Sharpe 3Y | N/A | 0.90 |
| Volatility 1Y | 9.74% | 10.38% |
| Max drawdown | -12.27% | -34.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.