MSMR vs. BAMO ETF Comparison
Comparison of McElhenny Sheffield Managed Risk ETF (MSMR) to Brookstone Opportunities ETF (BAMO)
MSMR
McElhenny Sheffield Managed Risk ETF
MSMR Description
McElhenny Sheffield Managed Risk ETF seeks capital appreciation while managing downside risk. The fund is an actively managed exchange-traded fund (“ETF”) that employs proprietary trend-based and sector rotation strategies developed by the fund’s investment sub-adviser. The fund invests in shares of other ETFs based on a rules-based process managed by the sub-adviser that reflects a blend of the sub-adviser’s trend-based and sector rotation strategies. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$30.47
Average Daily Volume
5,204
2
BAMO
Brookstone Opportunities ETF
BAMO Description
The fund is an actively managed fund of funds that invests in unaffiliated exchange traded funds ("ETFs") purchased in the secondary market that invest in foreign and domestic stocks of any market capitalization (including emerging markets), bonds (including junk bonds) and cash and cash equivalents, including leveraged ETFs, based on the adviser"s relative outlook for those asset classes.Grade (RS Rating)
Last Trade
$30.46
Average Daily Volume
3,529
3
Performance
Period | MSMR | BAMO |
---|---|---|
30 Days | 0.12% | 0.53% |
60 Days | 4.72% | 2.39% |
90 Days | 4.44% | 3.77% |
12 Months | 26.36% | 18.80% |
1 Overlapping Holdings
Symbol | Grade | Weight in MSMR | Weight in BAMO | Overlap | |
---|---|---|---|---|---|
QQQM | B | 40.9% | 22.89% | 22.89% |
MSMR Overweight 1 Positions Relative to BAMO
Symbol | Grade | Weight | |
---|---|---|---|
FUTY | C | 18.77% |
MSMR: Top Represented Industries & Keywords
BAMO: Top Represented Industries & Keywords