BAMU vs KWT
Comparison between Brookstone Ultra-Short Bond ETF (BAMU, ETF) and ISHARES MSCI KUWAIT ETF (KWT, ETF).
BAMU vs KWT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BAMU
$71M
Winner
KWT
$71M
Expense Ratio
BAMU
1.05%
Winner
KWT
0.75%
Max Drawdown
Winner
BAMU
1.41%
KWT
29.94%
Sharpe Ratio
BAMU
-1.18
Winner
KWT
0.25
5Y Beta
Winner
BAMU
0.00
KWT
0.33
5Y Dividends CAGR
BAMU
N/A
KWT
102.87%
BAMU vs KWT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BAMU
+0.24%
KWT
-1.85%
3M
BAMU
+0.66%
Winner
KWT
+3.73%
6M
Winner
BAMU
+1.29%
KWT
-1.51%
1Y
BAMU
+2.97%
Winner
KWT
+6.35%
5Y(CAGR)
BAMU
N/A
KWT
+9.23%
Max(CAGR)
BAMU
+3.60%
Winner
KWT
+12.54%
BAMU vs KWT - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | BAMU | KWT |
|---|---|---|
| 2026 | +1.02% | -1.19% |
| 2025 | +3.15% | +25.48% |
| 2024 | +4.08% | +9.92% |
| 2023 | +1.20% | -1.98% |
| 2022 | N/A | +4.99% |
| 2021 | N/A | +32.03% |
| 2020 | N/A | +9.07% |
BAMU vs KWT Drawdown Comparison
The maximum drawdown for BAMU was -0.36%, occurring on Dec 13, 2023. Recovery took 13 trading sessions.
The maximum drawdown for KWT was -24.33%, occurring on Oct 27, 2023. Recovery took 696 trading sessions.
The current KWT drawdown is -5.95%.
| Rank | BAMU | KWT |
|---|---|---|
| #1 | -0.36% Dec 12, 2023 - Jan 2, 2024 | -24.33% May 6, 2022 - Feb 14, 2025 |
| #2 | -0.34% Mar 14, 2025 - Mar 20, 2025 | -11.54% Dec 19, 2025 - Mar 27, 2026 |
| #3 | -0.23% Aug 5, 2024 - Aug 19, 2024 | -9.82% Feb 28, 2025 - May 12, 2025 |
| #4 | -0.16% May 9, 2024 - May 16, 2024 | -8.70% Oct 12, 2020 - Jan 26, 2021 |
| #5 | -0.12% Dec 5, 2023 - Dec 12, 2023 | -8.06% Nov 12, 2021 - Jan 12, 2022 |
| #6 | -0.12% Jan 29, 2025 - Feb 10, 2025 | -4.72% Sep 25, 2020 - Oct 7, 2020 |
| #7 | -0.12% Jul 15, 2024 - Jul 18, 2024 | -4.71% Jun 10, 2025 - Jun 26, 2025 |
| #8 | -0.12% Nov 3, 2025 - Nov 12, 2025 | -3.31% Jun 28, 2021 - Jul 26, 2021 |
| #9 | -0.12% Nov 5, 2024 - Nov 8, 2024 | -3.20% Jan 28, 2021 - Mar 11, 2021 |
| #10 | -0.12% May 16, 2024 - May 24, 2024 | -2.99% Aug 13, 2025 - Sep 11, 2025 |
| #11 | -0.12% Aug 27, 2024 - Aug 30, 2024 | -2.80% May 20, 2021 - Jun 17, 2021 |
| #12 | -0.11% May 20, 2025 - May 28, 2025 | -2.80% Oct 31, 2025 - Dec 9, 2025 |
| #13 | -0.10% Mar 6, 2026 - Mar 30, 2026 | -2.72% Sep 23, 2025 - Oct 30, 2025 |
| #14 | -0.10% Feb 19, 2026 - Feb 27, 2026 | -2.36% Jul 14, 2025 - Aug 13, 2025 |
| #15 | -0.10% Dec 18, 2024 - Dec 20, 2024 | -2.33% Dec 12, 2025 - Dec 19, 2025 |
Correlation
Correlation between BAMU and KWT is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2020 - 2026)
BAMU vs KWT dividend yield comparison.
| Year | BAMU | KWT |
|---|---|---|
| 2026 | 0.88% | 0.00% |
| 2025 | 3.20% | 5.40% |
| 2024 | 3.97% | 6.09% |
| 2023 | 0.84% | 2.25% |
| 2022 | 0.00% | 5.87% |
| 2021 | 0.00% | 7.65% |
| 2020 | 0.00% | 0.27% |
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