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BAMY vs RLY

Brookstone Yield ETF vs State Street Multi-Asset Real Return ETF

BAMY

Brookstone Yield ETF

Annual cost

1.46%

Fund size

$46M

RLY

State Street Multi-Asset Real Return ETF

Annual cost

0.50%

Fund size

$1.2B

Key differences

Both BAMY and RLY are fixed income ETFs. BAMY charges 1.46% a year and RLY 0.50%. The main difference: RLY costs 0.96% less per year.

  • RLY costs 0.96% less per year.
  • RLY is much larger than BAMY. 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

BAMYRLY
Annual cost (TER)1.46%0.50%
Fund size (AUM)$46M$1.2B
Since20232012
Dividend yield6.93%2.89%
Asset classfixed incomefixed income
Region
Strategyactive selectionactive selection
CAGR 1Y+10.4%+28.0%
CAGR 3YN/A+14.0%
CAGR 5YN/A+10.0%
Sharpe 3YN/A0.90
Volatility 1Y4.64%10.38%
Max drawdown-6.03%-34.17%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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