BAMU vs AUGZ
Comparison between Brookstone Ultra-Short Bond ETF (BAMU, ETF) and TRUESHARES STRUCTURED OUTCOME (AUGUST) ETF (AUGZ, ETF).
BAMU vs AUGZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BAMU
$71M
Winner
AUGZ
$71M
Expense Ratio
BAMU
1.05%
Winner
AUGZ
0.79%
Max Drawdown
Winner
BAMU
1.41%
AUGZ
17.39%
Sharpe Ratio
BAMU
-1.18
Winner
AUGZ
1.42
5Y Beta
Winner
BAMU
0.00
AUGZ
0.72
BAMU vs AUGZ - Historical Returns
Returns include dividend reinvestment.
1M
BAMU
+0.24%
Winner
AUGZ
+1.66%
3M
BAMU
+0.66%
Winner
AUGZ
+6.74%
6M
BAMU
+1.29%
Winner
AUGZ
+5.93%
1Y
BAMU
+2.97%
Winner
AUGZ
+19.06%
5Y(CAGR)
BAMU
N/A
AUGZ
+10.40%
Max(CAGR)
BAMU
+3.60%
Winner
AUGZ
+12.69%
BAMU vs AUGZ - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | BAMU | AUGZ |
|---|---|---|
| 2026 | +1.02% | +6.13% |
| 2025 | +3.15% | +13.44% |
| 2024 | +4.08% | +18.68% |
| 2023 | +1.20% | +17.62% |
| 2022 | N/A | -10.87% |
| 2021 | N/A | +22.24% |
| 2020 | N/A | +11.28% |
BAMU vs AUGZ Drawdown Comparison
The maximum drawdown for BAMU was -0.36%, occurring on Dec 13, 2023. Recovery took 13 trading sessions.
The maximum drawdown for AUGZ was -15.67%, occurring on Oct 12, 2022. Recovery took 384 trading sessions.
The current AUGZ drawdown is -2.46%.
| Rank | BAMU | AUGZ |
|---|---|---|
| #1 | -0.36% Dec 12, 2023 - Jan 2, 2024 | -15.67% Jan 4, 2022 - Jul 18, 2023 |
| #2 | -0.34% Mar 14, 2025 - Mar 20, 2025 | -14.52% Feb 19, 2025 - Jun 26, 2025 |
| #3 | -0.23% Aug 5, 2024 - Aug 19, 2024 | -7.56% Sep 2, 2020 - Nov 13, 2020 |
| #4 | -0.16% May 9, 2024 - May 16, 2024 | -7.23% Jan 12, 2026 - Apr 16, 2026 |
| #5 | -0.12% Dec 5, 2023 - Dec 12, 2023 | -7.19% Jul 16, 2024 - Sep 19, 2024 |
| #6 | -0.12% Jan 29, 2025 - Feb 10, 2025 | -6.58% Jul 31, 2023 - Nov 22, 2023 |
| #7 | -0.12% Jul 15, 2024 - Jul 18, 2024 | -4.41% Mar 28, 2024 - May 15, 2024 |
| #8 | -0.12% Nov 3, 2025 - Nov 12, 2025 | -4.05% Oct 28, 2025 - Dec 24, 2025 |
| #9 | -0.12% Nov 5, 2024 - Nov 8, 2024 | -3.71% Sep 3, 2021 - Oct 20, 2021 |
| #10 | -0.12% May 16, 2024 - May 24, 2024 | -3.71% Feb 12, 2021 - Mar 12, 2021 |
| #11 | -0.12% Aug 27, 2024 - Aug 30, 2024 | -3.59% Dec 6, 2024 - Jan 23, 2025 |
| #12 | -0.11% May 20, 2025 - May 28, 2025 | -3.47% May 7, 2021 - Jun 10, 2021 |
| #13 | -0.10% Mar 6, 2026 - Mar 30, 2026 | -2.96% Nov 18, 2021 - Dec 10, 2021 |
| #14 | -0.10% Feb 19, 2026 - Feb 27, 2026 | -2.75% Jan 21, 2021 - Feb 4, 2021 |
| #15 | -0.10% Dec 18, 2024 - Dec 20, 2024 | -2.56% Jul 12, 2021 - Jul 23, 2021 |
Correlation
Correlation between BAMU and AUGZ is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2022 - 2026)
BAMU vs AUGZ dividend yield comparison.
| Year | BAMU | AUGZ |
|---|---|---|
| 2026 | 0.88% | 0.00% |
| 2025 | 3.20% | 3.63% |
| 2024 | 3.97% | 4.08% |
| 2023 | 0.84% | 3.42% |
| 2022 | 0.00% | 0.41% |
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