WIMA vs BAMU
Comparison between WISDOMTREE INTERNATIONAL ADAPTIVE MOVING AVERAGE FUND (WIMA, ETF) and Brookstone Ultra-Short Bond ETF (BAMU, ETF).
WIMA vs BAMU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
WIMA
$68M
BAMU
$68M
Expense Ratio
Winner
WIMA
0.42%
BAMU
1.05%
Max Drawdown
WIMA
4.81%
Winner
BAMU
1.41%
Sharpe Ratio
Winner
WIMA
1.22
BAMU
-1.63
5Y Beta
WIMA
1.11
Winner
BAMU
-0.00
WIMA vs BAMU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WIMA
+0.25%
BAMU
+0.22%
3M
Winner
WIMA
+4.70%
BAMU
+0.62%
6M
WIMA
N/A
BAMU
+1.28%
1Y
WIMA
N/A
BAMU
+2.85%
Max(CAGR)
Winner
WIMA
+28.45%
BAMU
+3.54%
WIMA vs BAMU - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | WIMA | BAMU |
|---|---|---|
| 2026 | +9.39% | +1.32% |
| 2025 | N/A | +3.15% |
| 2024 | N/A | +4.08% |
| 2023 | N/A | +1.20% |
WIMA vs BAMU Drawdown Comparison
The maximum drawdown for WIMA was -4.81%, occurring on Mar 20, 2026. Recovery took 11 trading sessions.
The maximum drawdown for BAMU was -0.36%, occurring on Dec 13, 2023. Recovery took 13 trading sessions.
The current WIMA drawdown is -0.95%.
| Rank | WIMA | BAMU |
|---|---|---|
| #1 | -4.81% Mar 17, 2026 - Apr 1, 2026 | -0.36% Dec 12, 2023 - Jan 2, 2024 |
| #2 | -4.11% Apr 17, 2026 - May 6, 2026 | -0.34% Mar 14, 2025 - Mar 20, 2025 |
| #3 | -3.33% Jun 2, 2026 - Jun 15, 2026 | -0.23% Aug 5, 2024 - Aug 19, 2024 |
| #4 | -2.75% May 6, 2026 - May 26, 2026 | -0.16% May 9, 2024 - May 16, 2024 |
| #5 | -2.26% Jul 6, 2026 - Jul 20, 2026 | -0.12% Dec 5, 2023 - Dec 12, 2023 |
| #6 | -2.11% Jun 16, 2026 - Jul 2, 2026 | -0.12% Jan 29, 2025 - Feb 10, 2025 |
| #7 | -0.60% Apr 1, 2026 - Apr 8, 2026 | -0.12% Jul 15, 2024 - Jul 18, 2024 |
| #8 | -0.56% Apr 14, 2026 - Apr 17, 2026 | -0.12% Nov 3, 2025 - Nov 12, 2025 |
| #9 | -0.47% May 26, 2026 - Jun 2, 2026 | -0.12% Nov 5, 2024 - Nov 8, 2024 |
| #10 | -0.33% Apr 8, 2026 - Apr 13, 2026 | -0.12% May 16, 2024 - May 24, 2024 |
| #11 | -0.30% Mar 12, 2026 - Mar 16, 2026 | -0.12% Aug 27, 2024 - Aug 30, 2024 |
| #12 | N/A | -0.11% May 20, 2025 - May 28, 2025 |
| #13 | N/A | -0.10% Mar 6, 2026 - Mar 30, 2026 |
| #14 | N/A | -0.10% Feb 19, 2026 - Feb 27, 2026 |
| #15 | N/A | -0.10% Dec 18, 2024 - Dec 20, 2024 |
Correlation
Correlation between WIMA and BAMU is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2023 - 2026)
WIMA vs BAMU dividend yield comparison.
| Year | WIMA | BAMU |
|---|---|---|
| 2026 | 0.99% | 0.88% |
| 2025 | 0.00% | 3.20% |
| 2024 | 0.00% | 3.97% |
| 2023 | 0.00% | 0.84% |
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