AVMA vs BAMU
Comparison between AVANTIS MODERATE ALLOCATION ETF (AVMA, ETF) and Brookstone Ultra-Short Bond ETF (BAMU, ETF).
AVMA vs BAMU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AVMA
$69M
Winner
BAMU
$69M
Expense Ratio
Winner
AVMA
0.21%
BAMU
1.05%
Max Drawdown
AVMA
12.96%
Winner
BAMU
1.41%
Sharpe Ratio
Winner
AVMA
1.88
BAMU
-1.37
5Y Beta
AVMA
0.60
Winner
BAMU
-0.00
AVMA vs BAMU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVMA
+1.63%
BAMU
+0.26%
3M
Winner
AVMA
+8.82%
BAMU
+0.66%
6M
Winner
AVMA
+11.10%
BAMU
+1.23%
1Y
Winner
AVMA
+22.83%
BAMU
+2.97%
Max(CAGR)
Winner
AVMA
+15.70%
BAMU
+3.60%
AVMA vs BAMU - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | AVMA | BAMU |
|---|---|---|
| 2026 | +10.09% | +1.08% |
| 2025 | +16.81% | +3.15% |
| 2024 | +10.68% | +4.08% |
| 2023 | +8.20% | +1.20% |
AVMA vs BAMU Drawdown Comparison
The maximum drawdown for AVMA was -11.81%, occurring on Apr 8, 2025. Recovery took 122 trading sessions.
The maximum drawdown for BAMU was -0.36%, occurring on Dec 13, 2023. Recovery took 13 trading sessions.
The current AVMA drawdown is -0.17%.
| Rank | AVMA | BAMU |
|---|---|---|
| #1 | -11.81% Dec 4, 2024 - Jun 3, 2025 | -0.36% Dec 12, 2023 - Jan 2, 2024 |
| #2 | -8.51% Jul 31, 2023 - Dec 13, 2023 | -0.34% Mar 14, 2025 - Mar 20, 2025 |
| #3 | -6.40% Feb 25, 2026 - Apr 17, 2026 | -0.23% Aug 5, 2024 - Aug 19, 2024 |
| #4 | -5.17% Jul 16, 2024 - Aug 23, 2024 | -0.16% May 9, 2024 - May 16, 2024 |
| #5 | -4.06% Mar 28, 2024 - May 15, 2024 | -0.12% Dec 5, 2023 - Dec 12, 2023 |
| #6 | -3.21% Oct 27, 2025 - Nov 26, 2025 | -0.12% Jan 29, 2025 - Feb 10, 2025 |
| #7 | -2.78% Dec 27, 2023 - Feb 9, 2024 | -0.12% Jul 15, 2024 - Jul 18, 2024 |
| #8 | -2.61% Aug 30, 2024 - Sep 16, 2024 | -0.12% Nov 3, 2025 - Nov 12, 2025 |
| #9 | -2.31% Jun 2, 2026 - Jun 10, 2026 | -0.12% Nov 5, 2024 - Nov 8, 2024 |
| #10 | -2.25% Oct 6, 2025 - Oct 20, 2025 | -0.12% May 16, 2024 - May 24, 2024 |
| #11 | -2.19% Oct 18, 2024 - Nov 6, 2024 | -0.12% Aug 27, 2024 - Aug 30, 2024 |
| #12 | -1.84% Jul 23, 2025 - Aug 12, 2025 | -0.11% May 20, 2025 - May 28, 2025 |
| #13 | -1.83% May 20, 2024 - Jul 3, 2024 | -0.10% Mar 6, 2026 - Mar 30, 2026 |
| #14 | -1.73% Nov 11, 2024 - Nov 25, 2024 | -0.10% Feb 19, 2026 - Feb 27, 2026 |
| #15 | -1.65% Jul 3, 2023 - Jul 11, 2023 | -0.10% Dec 18, 2024 - Dec 20, 2024 |
Correlation
Correlation between AVMA and BAMU is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2023 - 2026)
AVMA vs BAMU dividend yield comparison.
| Year | AVMA | BAMU |
|---|---|---|
| 2026 | 0.99% | 0.88% |
| 2025 | 2.21% | 3.20% |
| 2024 | 2.28% | 3.97% |
| 2023 | 1.11% | 0.84% |
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