Screener
RLY vs BAMA
State Street Multi-Asset Real Return ETF vs Brookstone Active ETF
Key differences
Both RLY and BAMA are fixed income ETFs. RLY charges 0.50% a year and BAMA 0.99%. 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
| RLY | BAMA | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.99% |
| Fund size (AUM) | $1.2B | $53M |
| Since | 2012 | 2023 |
| Dividend yield | 2.89% | 1.31% |
| Asset class | fixed income | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +28.0% | +18.0% |
| CAGR 3Y | +14.0% | N/A |
| CAGR 5Y | +10.0% | N/A |
| Sharpe 3Y | 0.90 | N/A |
| Volatility 1Y | 10.38% | 9.74% |
| Max drawdown | -34.17% | -12.27% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.