BAMY vs. MSTB ETF Comparison
Comparison of Brookstone Yield ETF (BAMY) to LHA Market State Tactical Beta ETF (MSTB)
BAMY
Brookstone Yield ETF
BAMY Description
The fund is an actively managed fund of funds that invests in a combination of income producing investment vehicles including dividend paying stocks, preferred stocks, junk bonds and fixed income securities through underlying funds, including closed end funds, and unaffiliated exchange traded funds ("ETFs") purchased in the secondary market, and including ETFs that may use put and call options.
Grade (RS Rating)
Last Trade
$26.43
Average Daily Volume
7,031
Number of Holdings
*
5
* may have additional holdings in another (foreign) market
MSTB
LHA Market State Tactical Beta ETF
MSTB Description
The investment seeks to provide returns that outperform the large-capitalization U.S. equity market on a risk-adjusted basis. The fund seeks to achieve its objective by estimating the direction and magnitude of S&P 500 Index volatility based on the movement of the CBOE Volatility Index® (the VIX® Index). Under normal market conditions, its baseline exposure each day to the S&P 500 Index is approximately 90%, which the fund's portfolio managers then adjust based on a quantitative model and analysis of the movement of the VIX Index. Its exposure may be significantly greater or less than 90% at any given time. The fund is non-diversified.Grade (RS Rating)
Last Trade
$30.47
Average Daily Volume
10,564
Number of Holdings
*
1
* may have additional holdings in another (foreign) market
Performance
| Period | BAMY | MSTB |
|---|---|---|
| 30 Days | -2.22% | -1.23% |
| 60 Days | -0.22% | 1.33% |
| 90 Days | 1.45% | 6.73% |
| 12 Months | 17.98% |
0 Overlapping Holdings
| Symbol | Grade | Weight in BAMY | Weight in MSTB | Overlap |
|---|
BAMY Underweight 1 Positions Relative to MSTB
| Symbol | Grade | Weight | |
|---|---|---|---|
| VIXY | D | -6.17% |
BAMY: Top Represented Industries & Keywords
MSTB: Top Represented Industries & Keywords
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