PQDI vs BAMU
Comparison between PRINCIPAL SPECTRUM TAX-ADVANTAGED DIVIDEND ACTIVE ETF (PQDI, ETF) and Brookstone Ultra-Short Bond ETF (BAMU, ETF).
PQDI vs BAMU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PQDI
$69M
BAMU
$69M
Expense Ratio
Winner
PQDI
0.60%
BAMU
1.05%
Max Drawdown
PQDI
23.92%
Winner
BAMU
1.41%
Sharpe Ratio
Winner
PQDI
0.88
BAMU
-1.37
5Y Beta
PQDI
0.10
Winner
BAMU
-0.00
5Y Dividends CAGR
PQDI
2.24%
BAMU
N/A
PQDI vs BAMU - Historical Returns
Returns include dividend reinvestment.
1M
PQDI
+0.05%
Winner
BAMU
+0.26%
3M
Winner
PQDI
+1.20%
BAMU
+0.66%
6M
Winner
PQDI
+1.78%
BAMU
+1.23%
1Y
Winner
PQDI
+6.75%
BAMU
+2.97%
5Y(CAGR)
PQDI
+3.23%
BAMU
N/A
Max(CAGR)
Winner
PQDI
+4.67%
BAMU
+3.60%
PQDI vs BAMU - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | PQDI | BAMU |
|---|---|---|
| 2026 | +1.06% | +1.08% |
| 2025 | +8.29% | +3.15% |
| 2024 | +10.24% | +4.08% |
| 2023 | +5.96% | +1.20% |
| 2022 | -9.61% | N/A |
| 2021 | +3.21% | N/A |
| 2020 | +9.80% | N/A |
PQDI vs BAMU Drawdown Comparison
The maximum drawdown for PQDI was -17.41%, occurring on Mar 20, 2023. Recovery took 686 trading sessions.
The maximum drawdown for BAMU was -0.36%, occurring on Dec 13, 2023. Recovery took 13 trading sessions.
The current PQDI drawdown is -0.47%.
| Rank | PQDI | BAMU |
|---|---|---|
| #1 | -17.41% Sep 23, 2021 - Jun 17, 2024 | -0.36% Dec 12, 2023 - Jan 2, 2024 |
| #2 | -3.31% Feb 25, 2026 - Mar 30, 2026 | -0.34% Mar 14, 2025 - Mar 20, 2025 |
| #3 | -2.46% Sep 2, 2020 - Nov 5, 2020 | -0.23% Aug 5, 2024 - Aug 19, 2024 |
| #4 | -2.25% Mar 20, 2025 - May 8, 2025 | -0.16% May 9, 2024 - May 16, 2024 |
| #5 | -2.04% Feb 12, 2021 - Apr 8, 2021 | -0.12% Dec 5, 2023 - Dec 12, 2023 |
| #6 | -0.96% Aug 1, 2024 - Aug 14, 2024 | -0.12% Jan 29, 2025 - Feb 10, 2025 |
| #7 | -0.92% Jan 3, 2025 - Jan 30, 2025 | -0.12% Jul 15, 2024 - Jul 18, 2024 |
| #8 | -0.86% Dec 31, 2020 - Feb 5, 2021 | -0.12% Nov 3, 2025 - Nov 12, 2025 |
| #9 | -0.82% Oct 28, 2025 - Nov 26, 2025 | -0.12% Nov 5, 2024 - Nov 8, 2024 |
| #10 | -0.75% Jun 17, 2020 - Jun 25, 2020 | -0.12% May 16, 2024 - May 24, 2024 |
| #11 | -0.74% Jun 25, 2020 - Jun 30, 2020 | -0.12% Aug 27, 2024 - Aug 30, 2024 |
| #12 | -0.72% Oct 17, 2024 - Dec 6, 2024 | -0.11% May 20, 2025 - May 28, 2025 |
| #13 | -0.71% Oct 8, 2025 - Oct 23, 2025 | -0.10% Mar 6, 2026 - Mar 30, 2026 |
| #14 | -0.65% May 5, 2021 - May 28, 2021 | -0.10% Feb 19, 2026 - Feb 27, 2026 |
| #15 | -0.65% Feb 10, 2025 - Feb 28, 2025 | -0.10% Dec 18, 2024 - Dec 20, 2024 |
Correlation
Correlation between PQDI and BAMU is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2020 - 2026)
PQDI vs BAMU dividend yield comparison.
| Year | PQDI | BAMU |
|---|---|---|
| 2026 | 2.40% | 0.88% |
| 2025 | 5.02% | 3.20% |
| 2024 | 4.93% | 3.97% |
| 2023 | 5.35% | 0.84% |
| 2022 | 5.60% | 0.00% |
| 2021 | 5.21% | 0.00% |
| 2020 | 2.69% | 0.00% |
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