BAMO vs UCBG

BAMODBrookstone Opportunities ETF

UCBGAState Street SPDR UC Investments 90/10 Endowment Strategy Index ETF

In short

BAMO A go-anywhere tactical blend: the adviser builds the whole thing out of just 5 to 10 outside ETFs and can swing from all-in on stocks to all the way out into Treasuries and cash as its read on markets changes.

UCBG —No data

Stated mandate

BAMO Seeks total return. It actively allocates through unaffiliated ETFs across foreign and domestic stocks of any capitalization, bonds, and cash based on the adviser’s relative outlook.

UCBG —No data

Why people hold it

• BAMO Truly go-anywhere: stocks of any size across the US, developed foreign and emerging markets, plus bonds and cash, weighted by the adviser's relative outlook rather than a fixed glide path.sec.gov
• The prospectus caps it at 5 to 10 ETF positions, so you can see what the manager actually believes at a glance instead of decoding a 500-line portfolio.sec.gov
• The bond side stays plain by design: U.S. Treasury ETFs or broad-based index fixed income ETFs, even when the equity side turns tactical. Distributions are quarterly.sec.gov

UCBG —No data

Worth knowing

• BAMO Costs 1.05% net of a waiver through September 30, 2027 (1.12% gross), above the category median, and the ETFs it holds charge their own fees on top. AOA runs 0.15% net of a waiver through November 30, 2026.
• It can be all in or all out of stocks and may hold leveraged ETFs, so results follow the adviser's timing calls rather than a published benchmark.sec.gov
• A small fund that trades thinly, so the gap between buy and sell prices can run wider than at the category's index-tracking giants.

UCBG —No data

Full BAMO profile⁠

Full UCBG profile⁠