BAMU vs WIMA
Comparison between Brookstone Ultra-Short Bond ETF (BAMU, ETF) and WISDOMTREE INTERNATIONAL ADAPTIVE MOVING AVERAGE FUND (WIMA, ETF).
BAMU vs WIMA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BAMU
$68M
Winner
WIMA
$68M
Expense Ratio
BAMU
1.05%
Winner
WIMA
0.42%
Max Drawdown
Winner
BAMU
1.41%
WIMA
4.81%
Sharpe Ratio
BAMU
-1.70
Winner
WIMA
1.02
5Y Beta
Winner
BAMU
-0.00
WIMA
1.11
BAMU vs WIMA - Historical Returns
Returns include dividend reinvestment.
1M
BAMU
+0.22%
Winner
WIMA
+0.88%
3M
BAMU
+0.62%
Winner
WIMA
+3.83%
6M
BAMU
+1.26%
WIMA
N/A
1Y
BAMU
+2.83%
WIMA
N/A
Max(CAGR)
BAMU
+3.54%
Winner
WIMA
+23.92%
BAMU vs WIMA - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BAMU | WIMA |
|---|---|---|
| 2026 | +1.32% | +8.12% |
| 2025 | +3.15% | N/A |
| 2024 | +4.08% | N/A |
| 2023 | +1.20% | N/A |
BAMU vs WIMA Drawdown Comparison
The maximum drawdown for BAMU was -0.36%, occurring on Dec 13, 2023. Recovery took 13 trading sessions.
The maximum drawdown for WIMA was -4.81%, occurring on Mar 20, 2026. Recovery took 11 trading sessions.
The current WIMA drawdown is -2.11%.
| Rank | BAMU | WIMA |
|---|---|---|
| #1 | -0.36% Dec 12, 2023 - Jan 2, 2024 | -4.81% Mar 17, 2026 - Apr 1, 2026 |
| #2 | -0.34% Mar 14, 2025 - Mar 20, 2025 | -4.11% Apr 17, 2026 - May 6, 2026 |
| #3 | -0.23% Aug 5, 2024 - Aug 19, 2024 | -3.33% Jun 2, 2026 - Jun 15, 2026 |
| #4 | -0.16% May 9, 2024 - May 16, 2024 | -2.75% May 6, 2026 - May 26, 2026 |
| #5 | -0.12% Dec 5, 2023 - Dec 12, 2023 | -2.26% Jul 6, 2026 - Jul 20, 2026 |
| #6 | -0.12% Jan 29, 2025 - Feb 10, 2025 | -2.11% Jun 16, 2026 - Jul 2, 2026 |
| #7 | -0.12% Jul 15, 2024 - Jul 18, 2024 | -0.60% Apr 1, 2026 - Apr 8, 2026 |
| #8 | -0.12% Nov 3, 2025 - Nov 12, 2025 | -0.56% Apr 14, 2026 - Apr 17, 2026 |
| #9 | -0.12% Nov 5, 2024 - Nov 8, 2024 | -0.47% May 26, 2026 - Jun 2, 2026 |
| #10 | -0.12% May 16, 2024 - May 24, 2024 | -0.33% Apr 8, 2026 - Apr 13, 2026 |
| #11 | -0.12% Aug 27, 2024 - Aug 30, 2024 | -0.30% Mar 12, 2026 - Mar 16, 2026 |
| #12 | -0.11% May 20, 2025 - May 28, 2025 | N/A |
| #13 | -0.10% Mar 6, 2026 - Mar 30, 2026 | N/A |
| #14 | -0.10% Feb 19, 2026 - Feb 27, 2026 | N/A |
| #15 | -0.10% Dec 18, 2024 - Dec 20, 2024 | N/A |
Correlation
Correlation between BAMU and WIMA is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2023 - 2026)
BAMU vs WIMA dividend yield comparison.
| Year | BAMU | WIMA |
|---|---|---|
| 2026 | 0.88% | 1.00% |
| 2025 | 3.20% | 0.00% |
| 2024 | 3.97% | 0.00% |
| 2023 | 0.84% | 0.00% |
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