BAMU vs. FUSI
BAMU (Brookstone Ultra-Short Bond ETF) and FUSI (American Century Multisector Floating Income ETF) are both Ultrashort Bond funds. Both are actively managed. Over the past year, BAMU returned 2.93% vs 5.43% for FUSI. At a 0.13 correlation, their price movements are largely independent. BAMU charges 1.09%/yr vs 0.28%/yr for FUSI.
Performance
BAMU vs. FUSI - Performance Comparison
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Returns By Period
In the year-to-date period, BAMU achieves a 1.06% return, which is significantly lower than FUSI's 2.39% return.
BAMU
- 1D
- 0.02%
- 1M
- 0.20%
- YTD
- 1.06%
- 6M
- 1.25%
- 1Y
- 2.93%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FUSI
- 1D
- -0.02%
- 1M
- 0.77%
- YTD
- 2.39%
- 6M
- 2.67%
- 1Y
- 5.43%
- 3Y*
- 5.97%
- 5Y*
- —
- 10Y*
- —
BAMU vs. FUSI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BAMU Brookstone Ultra-Short Bond ETF | 1.06% | 3.21% | 4.14% | 1.20% |
FUSI American Century Multisector Floating Income ETF | 2.39% | 4.85% | 6.19% | 1.78% |
Correlation
The correlation between BAMU and FUSI is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Sep 28, 2023 | 0.13 |
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Return for Risk
BAMU vs. FUSI — Risk / Return Rank
BAMU
FUSI
BAMU vs. FUSI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookstone Ultra-Short Bond ETF (BAMU) and American Century Multisector Floating Income ETF (FUSI). 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.
| BAMU | FUSI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.08 | ||
| Sortino ratioReturn per unit of downside risk | -0.58 | ||
| Omega ratioGain probability vs. loss probability | 2.41 | 2.99 | -0.58 |
| Calmar ratioReturn relative to maximum drawdown | 24.89 | 12.25 | +12.64 |
| Martin ratioReturn relative to average drawdown | 97.89 | 91.02 | +6.87 |
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
| BAMU | FUSI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 4.98 | 6.05 | -1.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 4.14 | 5.57 | -1.43 |
Drawdowns
BAMU vs. FUSI - Drawdown Comparison
The maximum BAMU drawdown since its inception was -0.36%, smaller than the maximum FUSI drawdown of -0.70%. Use the drawdown chart below to compare losses from any high point for BAMU and FUSI.
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Drawdown Indicators
| BAMU | FUSI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -0.36% | -0.70% | +0.34% |
Max Drawdown (1Y)Largest decline over 1 year | -0.12% | -0.45% | +0.33% |
Max Drawdown (3Y)Largest decline over 3 years | — | -0.70% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.03% | +0.03% |
Average DrawdownAverage peak-to-trough decline | -0.02% | -0.04% | +0.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.03% | 0.06% | -0.03% |
Volatility
BAMU vs. FUSI - Volatility Comparison
The current volatility for Brookstone Ultra-Short Bond ETF (BAMU) is 0.07%, while American Century Multisector Floating Income ETF (FUSI) has a volatility of 0.25%. This indicates that BAMU experiences smaller price fluctuations and is considered to be less risky than FUSI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BAMU | FUSI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.07% | 0.25% | -0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 0.43% | 0.61% | -0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.59% | 0.90% | -0.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.87% | 1.09% | -0.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.87% | 1.09% | -0.22% |
BAMU vs. FUSI - Expense Ratio Comparison
BAMU has a 1.09% expense ratio, which is higher than FUSI's 0.28% expense ratio.
Dividends
BAMU vs. FUSI - Dividend Comparison
BAMU's dividend yield for the trailing twelve months is around 3.06%, less than FUSI's 4.85% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
BAMU Brookstone Ultra-Short Bond ETF | 3.06% | 3.20% | 3.97% | 0.84% |
FUSI American Century Multisector Floating Income ETF | 4.85% | 5.28% | 5.98% | 4.97% |
Frequently Asked Questions
BAMU and FUSI have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FUSI has higher volatility (0.25%) compared to BAMU (0.07%). In terms of maximum drawdown, BAMU dropped -0.36% vs FUSI's -0.70%.
On 1-year performance, FUSI leads with 5.43% vs 2.93% for BAMU. On fees, FUSI is cheaper at 0.28% per year. On volatility, BAMU has been the lower-risk option at 0.07%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, FUSI has performed better with a 5.43% return vs 2.93%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
FUSI is cheaper with a 0.28% expense ratio, compared with 1.09% for BAMU.
FUSI has the higher dividend yield at 4.85%, compared with 3.06% for BAMU.
They also come from different issuers: Brookstone and American Century. Their fees differ too: 1.09% for BAMU and 0.28% for FUSI.
FUSI currently has the higher Sharpe Ratio (6.05 vs 4.98), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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