BAMB vs. BIV
Compare and contrast key facts about Brookstone Intermediate Bond ETF (BAMB) and Vanguard Intermediate-Term Bond Index ETF (BIV).
BAMB and BIV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BAMB is an actively managed fund by Brookstone. It was launched on Sep 26, 2023. BIV is a passively managed fund by Vanguard that tracks the performance of the Bloomberg U.S. 5–10 Year Government/Credit Float Adjusted Bond Index. It was launched on Apr 3, 2007.
Performance
BAMB vs. BIV - Performance Comparison
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BAMB vs. BIV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BAMB Brookstone Intermediate Bond ETF | -0.19% | 6.15% | 3.01% | 2.94% |
BIV Vanguard Intermediate-Term Bond Index ETF | -0.23% | 8.52% | 1.57% | 7.17% |
Returns By Period
In the year-to-date period, BAMB achieves a -0.19% return, which is significantly higher than BIV's -0.23% return.
BAMB
- 1D
- 0.30%
- 1M
- -1.86%
- YTD
- -0.19%
- 6M
- 0.61%
- 1Y
- 3.20%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BIV
- 1D
- 0.32%
- 1M
- -2.03%
- YTD
- -0.23%
- 6M
- 0.87%
- 1Y
- 4.99%
- 3Y*
- 3.99%
- 5Y*
- 0.54%
- 10Y*
- 2.04%
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BAMB vs. BIV - Expense Ratio Comparison
BAMB has a 1.09% expense ratio, which is higher than BIV's 0.03% expense ratio.
Return for Risk
BAMB vs. BIV — Risk / Return Rank
BAMB
BIV
BAMB vs. BIV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookstone Intermediate Bond ETF (BAMB) and Vanguard Intermediate-Term Bond Index ETF (BIV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BAMB | BIV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 1.10 | -0.37 |
Sortino ratioReturn per unit of downside risk | 1.10 | 1.59 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.20 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.25 | 1.82 | -0.57 |
Martin ratioReturn relative to average drawdown | 3.60 | 5.87 | -2.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BAMB | BIV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 1.10 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.09 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.37 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.17 | 0.65 | +0.52 |
Correlation
The correlation between BAMB and BIV is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BAMB vs. BIV - Dividend Comparison
BAMB's dividend yield for the trailing twelve months is around 2.86%, less than BIV's 4.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAMB Brookstone Intermediate Bond ETF | 2.86% | 2.85% | 2.90% | 0.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BIV Vanguard Intermediate-Term Bond Index ETF | 4.10% | 4.01% | 3.79% | 3.09% | 2.41% | 3.42% | 2.95% | 2.75% | 2.88% | 2.69% | 3.01% | 3.02% |
Drawdowns
BAMB vs. BIV - Drawdown Comparison
The maximum BAMB drawdown since its inception was -4.48%, smaller than the maximum BIV drawdown of -18.95%. Use the drawdown chart below to compare losses from any high point for BAMB and BIV.
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Drawdown Indicators
| BAMB | BIV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.48% | -18.95% | +14.47% |
Max Drawdown (1Y)Largest decline over 1 year | -2.75% | -2.87% | +0.12% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.74% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.95% | — |
Current DrawdownCurrent decline from peak | -1.86% | -2.03% | +0.17% |
Average DrawdownAverage peak-to-trough decline | -0.93% | -3.40% | +2.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.96% | 0.89% | +0.07% |
Volatility
BAMB vs. BIV - Volatility Comparison
The current volatility for Brookstone Intermediate Bond ETF (BAMB) is 1.51%, while Vanguard Intermediate-Term Bond Index ETF (BIV) has a volatility of 1.77%. This indicates that BAMB experiences smaller price fluctuations and is considered to be less risky than BIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BAMB | BIV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.51% | 1.77% | -0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 2.68% | 2.74% | -0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.43% | 4.55% | -0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.09% | 6.39% | -2.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.09% | 5.50% | -1.41% |