BAMB vs UPAR
Comparison between Brookstone Intermediate Bond ETF (BAMB, ETF) and UPAR ULTRA RISK PARITY ETF (UPAR, ETF).
BAMB vs UPAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BAMB
$59M
Winner
UPAR
$59M
Expense Ratio
BAMB
1.03%
Winner
UPAR
0.68%
Max Drawdown
Winner
BAMB
5.66%
UPAR
43.05%
Sharpe Ratio
BAMB
-0.56
Winner
UPAR
0.99
5Y Beta
Winner
BAMB
-0.01
UPAR
0.55
BAMB vs UPAR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BAMB
-0.26%
UPAR
-2.92%
3M
Winner
BAMB
-1.24%
UPAR
-3.21%
6M
BAMB
-0.88%
Winner
UPAR
+0.64%
1Y
BAMB
+1.28%
Winner
UPAR
+16.96%
5Y(CAGR)
BAMB
N/A
UPAR
-1.47%
Max(CAGR)
Winner
BAMB
+3.82%
UPAR
-1.47%
BAMB vs UPAR - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | BAMB | UPAR |
|---|---|---|
| 2026 | -1.24% | +3.93% |
| 2025 | +6.15% | +23.87% |
| 2024 | +3.17% | -1.95% |
| 2023 | +2.94% | +4.94% |
| 2022 | N/A | -30.27% |
BAMB vs UPAR Drawdown Comparison
The maximum drawdown for BAMB was -4.48%, occurring on Jan 14, 2025. Recovery took 137 trading sessions.
The maximum drawdown for UPAR was -38.97%, occurring on Oct 25, 2023. Recovery took 1030 trading sessions.
The current BAMB drawdown is -2.92%. The current UPAR drawdown is -8.57%.
| Rank | BAMB | UPAR |
|---|---|---|
| #1 | -4.48% Sep 16, 2024 - Apr 3, 2025 | -38.97% Jan 12, 2022 - Feb 23, 2026 |
| #2 | -3.37% Feb 27, 2026 - May 19, 2026 | -11.13% Mar 2, 2026 - Mar 27, 2026 |
| #3 | -2.45% Apr 4, 2025 - Jun 30, 2025 | -2.22% Jan 4, 2022 - Jan 12, 2022 |
| #4 | -1.27% Jun 30, 2025 - Aug 1, 2025 | N/A |
| #5 | -1.21% Nov 25, 2025 - Feb 12, 2026 | N/A |
| #6 | -1.16% May 15, 2024 - Jun 4, 2024 | N/A |
| #7 | -1.07% Feb 1, 2024 - May 3, 2024 | N/A |
| #8 | -1.04% Oct 22, 2025 - Nov 25, 2025 | N/A |
| #9 | -1.01% Aug 2, 2024 - Aug 21, 2024 | N/A |
| #10 | -0.97% Jun 13, 2024 - Jul 5, 2024 | N/A |
| #11 | -0.87% Sep 8, 2025 - Oct 13, 2025 | N/A |
| #12 | -0.87% Jun 6, 2024 - Jun 13, 2024 | N/A |
| #13 | -0.64% Oct 11, 2023 - Nov 2, 2023 | N/A |
| #14 | -0.51% Aug 4, 2025 - Aug 22, 2025 | N/A |
| #15 | -0.51% Dec 27, 2023 - Feb 1, 2024 | N/A |
Correlation
Correlation between BAMB and UPAR is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2022 - 2026)
BAMB vs UPAR dividend yield comparison.
| Year | BAMB | UPAR |
|---|---|---|
| 2026 | 0.91% | 2.26% |
| 2025 | 2.85% | 3.28% |
| 2024 | 2.90% | 3.32% |
| 2023 | 0.73% | 3.04% |
| 2022 | 0.00% | 4.73% |
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