ENZL vs BAMU
Comparison between ISHARES MSCI NEW ZEALAND ETF (ENZL, ETF) and Brookstone Ultra-Short Bond ETF (BAMU, ETF).
ENZL vs BAMU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ENZL
$71M
Winner
BAMU
$71M
Expense Ratio
Winner
ENZL
0.50%
BAMU
1.05%
Max Drawdown
ENZL
45.06%
Winner
BAMU
1.41%
Sharpe Ratio
Winner
ENZL
-0.12
BAMU
-1.18
5Y Beta
ENZL
0.50
Winner
BAMU
0.00
5Y Dividends CAGR
ENZL
-6.79%
BAMU
N/A
ENZL vs BAMU - Historical Returns
Returns include dividend reinvestment.
1M
ENZL
-0.54%
Winner
BAMU
+0.24%
3M
ENZL
-3.56%
Winner
BAMU
+0.66%
6M
ENZL
-2.20%
Winner
BAMU
+1.29%
1Y
ENZL
-0.26%
Winner
BAMU
+2.97%
5Y(CAGR)
ENZL
-4.48%
BAMU
N/A
10Y(CAGR)
ENZL
+3.23%
BAMU
N/A
Max(CAGR)
Winner
ENZL
+7.16%
BAMU
+3.60%
ENZL vs BAMU - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | ENZL | BAMU |
|---|---|---|
| 2026 | -2.32% | +1.02% |
| 2025 | +1.94% | +3.15% |
| 2024 | -3.40% | +4.08% |
| 2023 | +4.47% | +1.20% |
| 2022 | -14.94% | N/A |
| 2021 | -11.19% | N/A |
| 2020 | +20.56% | N/A |
| 2019 | +30.81% | N/A |
| 2018 | -0.55% | N/A |
| 2017 | +23.62% | N/A |
| 2016 | +11.90% | N/A |
| 2015 | -1.12% | N/A |
| 2014 | +13.03% | N/A |
| 2013 | +11.01% | N/A |
| 2012 | +28.69% | N/A |
| 2011 | -0.16% | N/A |
| 2010 | +15.08% | N/A |
ENZL vs BAMU Drawdown Comparison
The maximum drawdown for ENZL was -42.43%, occurring on Oct 14, 2022. This drawdown has not yet recovered.
The maximum drawdown for BAMU was -0.36%, occurring on Dec 13, 2023. Recovery took 13 trading sessions.
The current ENZL drawdown is -30.55%.
| Rank | ENZL | BAMU |
|---|---|---|
| #1 | -42.43% Jan 7, 2021 - Oct 14, 2022 | -0.36% Dec 12, 2023 - Jan 2, 2024 |
| #2 | -36.85% Jan 23, 2020 - Jul 21, 2020 | -0.34% Mar 14, 2025 - Mar 20, 2025 |
| #3 | -23.20% May 2, 2014 - Mar 29, 2016 | -0.23% Aug 5, 2024 - Aug 19, 2024 |
| #4 | -20.93% Jul 22, 2011 - Sep 7, 2012 | -0.16% May 9, 2024 - May 16, 2024 |
| #5 | -17.54% Sep 7, 2016 - Jul 18, 2017 | -0.12% Dec 5, 2023 - Dec 12, 2023 |
| #6 | -15.35% Apr 30, 2013 - Oct 1, 2013 | -0.12% Jan 29, 2025 - Feb 10, 2025 |
| #7 | -12.14% Aug 29, 2018 - Feb 13, 2019 | -0.12% Jul 15, 2024 - Jul 18, 2024 |
| #8 | -11.11% Nov 4, 2010 - Apr 6, 2011 | -0.12% Nov 3, 2025 - Nov 12, 2025 |
| #9 | -9.29% Jul 22, 2019 - Nov 29, 2019 | -0.12% Nov 5, 2024 - Nov 8, 2024 |
| #10 | -8.09% Nov 6, 2013 - Mar 3, 2014 | -0.12% May 16, 2024 - May 24, 2024 |
| #11 | -7.85% Aug 28, 2020 - Oct 9, 2020 | -0.12% Aug 27, 2024 - Aug 30, 2024 |
| #12 | -7.12% Apr 10, 2018 - Jun 8, 2018 | -0.11% May 20, 2025 - May 28, 2025 |
| #13 | -6.66% Jun 13, 2018 - Aug 29, 2018 | -0.10% Mar 6, 2026 - Mar 30, 2026 |
| #14 | -6.31% Feb 1, 2018 - Mar 12, 2018 | -0.10% Feb 19, 2026 - Feb 27, 2026 |
| #15 | -6.13% Jul 26, 2017 - Dec 18, 2017 | -0.10% Dec 18, 2024 - Dec 20, 2024 |
Correlation
Correlation between ENZL and BAMU is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.34
-101
Dividend Comparison (2010 - 2026)
ENZL vs BAMU dividend yield comparison.
| Year | ENZL | BAMU |
|---|---|---|
| 2026 | 0.00% | 0.88% |
| 2025 | 2.23% | 3.20% |
| 2024 | 2.13% | 3.97% |
| 2023 | 3.00% | 0.84% |
| 2022 | 1.62% | 0.00% |
| 2021 | 2.46% | 0.00% |
| 2020 | 1.66% | 0.00% |
| 2019 | 3.35% | 0.00% |
| 2018 | 3.60% | 0.00% |
| 2017 | 3.69% | 0.00% |
| 2016 | 4.79% | 0.00% |
| 2015 | 4.29% | 0.00% |
| 2014 | 5.15% | 0.00% |
| 2013 | 3.95% | 0.00% |
| 2012 | 4.53% | 0.00% |
| 2011 | 6.59% | 0.00% |
| 2010 | 2.17% | 0.00% |
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