BAMU vs. NUKX

Last updated Jun 4, 2026

BAMU (Brookstone Ultra-Short Bond ETF) and NUKX (Nicholas Nuclear Income ETF) are both exchange-traded funds - BAMU is a Ultrashort Bond fund actively managed by Brookstone, while NUKX is a Derivative Income fund actively managed by Nicholas Wealth. Both are actively managed. At a correlation of -0.34, they often move in opposite directions. BAMU charges 1.09%/yr vs 1.07%/yr for NUKX.

Performance

BAMU vs. NUKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brookstone Ultra-Short Bond ETF (BAMU) and Nicholas Nuclear Income ETF (NUKX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BAMU

• 1D: 0.02%
• 1M: 0.20%
• YTD: 1.06%
• 6M: 1.25%
• 1Y: 2.93%
• 3Y*: —
• 5Y*: —
• 10Y*: —

NUKX

• 1D: -5.82%
• 1M: -7.92%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BAMU vs. NUKX - Yearly Performance Comparison

	2026 (YTD)
BAMU Brookstone Ultra-Short Bond ETF	0.68%
NUKX Nicholas Nuclear Income ETF	-5.16%

Correlation

The correlation between BAMU and NUKX is -0.34, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 4, 2026	-0.34

BAMU vs. NUKX - Sectors Allocation Comparison

Sectors	BAMU	NUKX
Financial Services	98.8%	12.6%
Basic Materials	-	-
Communication Services	-	-
Consumer Cyclical	-	-
Consumer Defensive	-	-
Energy	-	21.7%
Healthcare	-	-
Industrials	-	9.7%
Real Estate	-	-
Technology	-	-
Utilities	-	39.6%

Return for Risk

BAMU vs. NUKX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BAMU

BAMU Risk / Return Rank: 98
BAMU Sharpe Ratio Rank: 97
BAMU Sortino Ratio Rank: 98
BAMU Omega Ratio Rank: 98
BAMU Calmar Ratio Rank: 99
BAMU Martin Ratio Rank: 99

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BAMU vs. NUKX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookstone Ultra-Short Bond ETF (BAMU) and Nicholas Nuclear Income ETF (NUKX). 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	NUKX	Difference
Sharpe ratio: Return per unit of total volatility	4.98	—	—
Sortino ratio: Return per unit of downside risk	8.77	—	—
Omega ratio: Gain probability vs. loss probability	2.41	—	—
Calmar ratio: Return relative to maximum drawdown	24.89	—	—
Martin ratio: Return relative to average drawdown	97.89	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	BAMU	NUKX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	4.98	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	4.14	-0.38	+4.52

Drawdowns

BAMU vs. NUKX - Drawdown Comparison

The maximum BAMU drawdown since its inception was -0.36%, smaller than the maximum NUKX drawdown of -18.73%. Use the drawdown chart below to compare losses from any high point for BAMU and NUKX.

Drawdown Indicators

	BAMU	NUKX	Difference
Max Drawdown Largest peak-to-trough decline	-0.36%	-18.73%	+18.37%
Max Drawdown (1Y) Largest decline over 1 year	-0.12%	—	—
Current Drawdown Current decline from peak	0.00%	-12.76%	+12.76%
Average Drawdown Average peak-to-trough decline	-0.02%	-7.05%	+7.03%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.03%	—	—

Volatility

Volatility by Period

	BAMU	NUKX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.07%	—	—
Volatility (6M) Calculated over the trailing 6-month period	0.43%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	0.59%	50.05%	-49.46%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	0.87%	50.05%	-49.18%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	0.87%	50.05%	-49.18%

BAMU vs. NUKX - Expense Ratio Comparison

BAMU has a 1.09% expense ratio, which is higher than NUKX's 1.07% expense ratio.

Dividends

BAMU vs. NUKX - Dividend Comparison

BAMU's dividend yield for the trailing twelve months is around 3.06%, less than NUKX's 3.84% yield.

Position	TTM	2025	2024	2023
BAMU Brookstone Ultra-Short Bond ETF	3.06%	3.20%	3.97%	0.84%
NUKX Nicholas Nuclear Income ETF	3.84%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both BAMU and NUKX in my portfolio?

BAMU and NUKX have a correlation of -0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BAMU or NUKX?

On fees, NUKX is cheaper at 1.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BAMU or NUKX?

NUKX is cheaper with a 1.07% expense ratio, compared with 1.09% for BAMU.

Which ETF pays a higher dividend yield, BAMU or NUKX?

NUKX has the higher dividend yield at 3.84%, compared with 3.06% for BAMU.

What is the main difference between BAMU and NUKX?

BAMU is categorized as Ultrashort Bond, while NUKX is Derivative Income. They also come from different issuers: Brookstone and Nicholas Wealth. Their fees differ too: 1.09% for BAMU and 1.07% for NUKX.