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BAMOvsLGHETF Comparison

ETF 1

BAMO

Brookstone Opportunities ETF

This fund is part of

Multi-Asset: Other

+0.21%

Full BAMO fund page

VS

ETF 2

LGH

HCM Retirement Defender 100 Index ETF

This fund is part of

Multi-Asset: Moderate

+0.15%

Full LGH fund page

Brookstone Opportunities ETF (BAMO) belongs to the Multi-Asset: Other segment. HCM Retirement Defender 100 Index ETF (LGH) is part of the Multi-Asset: Moderate segment. BAMO's top 3 sector exposures are Sovereign, Technology and Finance. In contrast, LGH's top sector exposures are Technology, Finance and Consumer Non-Cyclicals. BAMO is more expensive with a Total Expense Ratio (TER) of 1.12%, versus 1% for LGH. BAMO is up 7.82% year-to-date (YTD) with +$487K in YTD flows. LGH performs worse with 6.21% YTD performance, and -$22M in YTD flows. Run a side-by-side ETF comparison of BAMO and LGH below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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BAMO vs LGH performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 09/02/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	BAMO LGH	+0.46%+1.17%	+1.31%+0.44%	+7.82%+6.21%	+12.19%+16.08%	n/a+67.21%	n/a+55.71%
Flows	BAMO LGH	--	-$3M-$10M	+$487K-$22M	-$229K-$5M	-+$61M	-+$148M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	BAMO LGH	+7.83%+18.73%	+7.01%+16.66%	n/a+17.20%	n/a+16.85%
Max drawdown	BAMO LGH	-2.43%-6.50%	-5.47%-11.23%	n/a-18.42%	n/a-29.00%
Max drawdown duration	BAMO LGH	29d62d	65d120d	n/a206d	n/a806d

Trading data

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	BAMO	LGH
Last sale 9/2/2026 at 1:30 PM	$34.89	$65.80
Previous close 09/02/2026	$34.77	$65.40
Consolidated volume 09/02/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of August 31, 2026

1-year trailing difference

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BAMO

is actively managed and doesn’t replicate an index

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	BAMO	LGH
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 9/2/2026 at 1:30 PM

Live

Closed

	BAMO	LGH
Last price	$34.89	$65.80
1D performance	+0.36%	+0.61%
AuM	$46.42 M	$592.56 M
E/R	1.12%	1%

Characteristics

	BAMO	LGH
Management strategy	Active	Passive
Provider	Brookstone Asset Management	Howard Capital Management
Benchmark	-	HCM Retirement Defender 100 Index
N° of holdings	522	411
Asset class	-	Alternative
Trailing 12m distribution yield	Join	Join
Inception date	September 28, 2023	October 7, 2019
ESG	No	No

More BAMO data on Trackinsight

More LGH data on Trackinsight

Exposure

Countries

BAMO

USA

98.63%

Other

1.37%

LGH

USA

78.24%

Other

21.76%

Sectors

BAMO

Sovereign

37.73%

Technology

23.1%

Finance

11.66%

Other

27.5%

LGH

Technology

38.58%

Finance

10.51%

Consumer Non-Cycl.

7.97%

Healthcare

7.01%

Other

35.93%

Diversification

BAMO

Total weight of top 15 holdings out of 15

38.63%

LGH

Total weight of top 15 holdings out of 15

57.75%

Top 15 holdings

Data as of July 31, 2026

BAMO

Apple, Inc.

3.80%

NVIDIA Corp.

3.59%

Microsoft Corp.

3.32%

USA, Bills 0% 22sep2026, USD (119D)

2.67%

USA, Bills 0% 10sep2026, USD (182D)

2.65%

The Goldman Sachs Group, Inc.

2.63%

USA, Bills 0% 3sep2026, USD (364D)

2.55%

USA, Bills 0% 29oct2026, USD (364D)

2.43%

Amazon.com, Inc.

2.26%

USA, Bills 0% 1oct2026, USD (364D)

2.26%

Caterpillar, Inc.

2.19%

Alphabet, Inc.

2.17%

USA, Bills 0% 1sep2026, USD (119D)

2.15%

USA, Bills 0% 17sep2026, USD (182D)

1.99%

USA, Bills 0% 15sep2026, USD (119D)

1.98%

LGH

US25459W8626

19.08%

NVIDIA Corp.

6.75%

Apple, Inc.

6.61%

Microsoft Corp.

4.85%

Amazon.com, Inc.

3.78%

Alphabet, Inc.

2.86%

Broadcom Inc.

2.55%

Alphabet, Inc.

2.49%

Meta Platforms, Inc.

1.66%

Eli Lilly & Co.

1.37%

JPMorgan Chase & Co.

1.34%

Micron Technology, Inc.

1.26%

Tesla, Inc.

1.22%

Berkshire Hathaway, Inc.

0.99%

US30233Q1085

0.95%

Frequently asked questions about BAMO and LGH

BAMOvsLGHETF Comparison

Brookstone Opportunities ETF

HCM Retirement Defender 100 Index ETF

BAMO vs LGH performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the BAMO and LGH ETFs performed in 2026?

As of September 2, 2026, BAMO is up 7.82% year-to-date (YTD), while LGH has returned 6.21%. That puts BAMO better performer ahead so far this year.

Which ETF is attracting more investor money: BAMO or LGH?

Year-to-date, the BAMO ETF saw +$487K in flows, compared to -$22M for LGH.

Which ETF is more volatile: BAMO or LGH?

Over the past year, BAMO had a volatility of 7.01%, while LGH experienced 16.66%.

Which ETF is bigger: BAMO or LGH?

As of September 2, 2026, BAMO holds $46.42 M in assets under management (AUM), while LGH manages $592.56 M.

What sectors do the BAMO and LGH ETFs invest in?

BAMO leans toward sectors like Sovereign, Technology and Finance. Meanwhile, LGH focuses on Technology, Finance and Consumer Non-Cyclicals.

What are the top holdings of the BAMO ETF and LGH ETF?

BAMO top holdings include Apple, Inc., NVIDIA Corp. and Microsoft Corp.. LGH holds in its top three: US25459W8626, NVIDIA Corp. and Apple, Inc..

Which ETF is more diversified: BAMO or LGH?

BAMO holds 530 securities with 38.63% of its assets in the top 15. LGH has 418 securities and a top 15 weight of 57.75%.

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