BAMOvsYLDWETF Comparison
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Brookstone Opportunities ETF (BAMO) and Westwood Enhanced Income Opportunity ETF (YLDW) belong to the same industry segment: Multi-Asset: Other. BAMO's top 3 sector exposures are Sovereign, Technology and Finance. In contrast, YLDW's top sector exposures are Technology, Finance and Energy. BAMO is more expensive with a Total Expense Ratio (TER) of 1.12%, versus 0.79% for YLDW. BAMO is up 8.56% year-to-date (YTD) with +$487K in YTD flows. YLDW performs better with 8.81% YTD performance, and +$31M in YTD flows. Run a side-by-side ETF comparison of BAMO and YLDW 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 YLDW performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/03/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BAMO YLDW | +1.15%+2.05% | +2.54%+2.03% | +8.56%+8.81% | +12.78%n/a | n/an/a | n/an/a |
| Flows | BAMO YLDW | -+$4M | -$3M+$13M | +$487K+$31M | -$229K- | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BAMO YLDW | +7.86%+8.05% | +7.04%n/a | n/an/a | n/an/a |
| Max drawdown | BAMO YLDW | -2.43%-2.62% | -5.47%n/a | n/an/a | n/an/a |
| Max drawdown duration | BAMO YLDW | 29d60d | 65dn/a | n/an/a | n/an/a |
Trading data
BAMO | YLDW | |
Last sale 9/3/2026 at 7:58 PM | $35.02 | |
| Previous close 09/03/2026 | $34.89 | |
| Consolidated volume 09/03/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 9/3/2026 at 7:58 PM
Live
Closed
BAMO | YLDW | |
|---|---|---|
| Last price | $35.02 | – |
| 1D performance | +0.36% | – |
| AuM | $46.74 M | $40.07 M |
| E/R | 1.12% | 0.79% |
Characteristics
BAMO | YLDW | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Brookstone Asset Management | Westwood |
| Benchmark | - | - |
| N° of holdings | 522 | 1994 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 28, 2023 | December 11, 2025 |
| ESG | No | No |
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Exposure
Countries
BAMO
USA
98.63%
Other
1.37%
YLDW
USA
89.47%
Other
10.53%
Sectors
BAMO
Sovereign
37.73%
Technology
23.1%
Finance
11.66%
Other
27.5%
YLDW
Technology
25.97%
Finance
22.77%
Energy
10.28%
Healthcare
10.14%
Other
30.84%
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Diversification
BAMO
Total weight of top 15 holdings out of 15
38.63%
YLDW
Total weight of top 15 holdings out of 15
39.41%
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%
YLDW
Gilead Sciences, Inc.
3.32%
Alphabet, Inc.
2.92%
Microsoft Corp.
2.92%
Merck & Co., Inc.
2.86%
Apple, Inc.
2.70%
JPMorgan Chase & Co.
2.68%
Wells Fargo & Co.
2.67%
NVIDIA Corp.
2.63%
Cisco Systems, Inc.
2.60%
Amazon.com, Inc.
2.54%
Energy Transfer LP
2.52%
General Dynamics Corp.
2.31%
Broadcom Inc.
2.28%
WEC Energy Group, Inc.
2.26%
HSBC Holdings Plc
2.22%
Frequently asked questions about BAMO and YLDW
How have the BAMO and YLDW ETFs performed in 2026?
As of September 3, 2026, BAMO is up 8.56% year-to-date (YTD), while YLDW has returned 8.81%. That puts YLDW better performer ahead so far this year.
Which ETF is attracting more investor money: BAMO or YLDW?
Year-to-date, the BAMO ETF saw +$487K in flows, compared to +$31M for YLDW.
Which ETF is bigger: BAMO or YLDW?
As of September 3, 2026, BAMO holds $46.74 M in assets under management (AUM), while YLDW manages $40.07 M.
What sectors do the BAMO and YLDW ETFs invest in?
BAMO leans toward sectors like Sovereign, Technology and Finance. Meanwhile, YLDW focuses on Technology, Finance and Energy.
What are the top holdings of the BAMO ETF and YLDW ETF?
BAMO top holdings include Apple, Inc., NVIDIA Corp. and Microsoft Corp.. YLDW holds in its top three: Gilead Sciences, Inc., Alphabet, Inc. and Microsoft Corp..
Which ETF is more diversified: BAMO or YLDW?
BAMO holds 530 securities with 38.63% of its assets in the top 15. YLDW has 2011 securities and a top 15 weight of 39.41%.
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Latest news about BAMO & YLDW
Ask the Manager: Adrian Helfert on the Evolution of Multi-Asset Income ETFs
February 16, 2026
YLDW
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