ETHA vs. BAMU
ETHA (iShares Ethereum Trust ETF) and BAMU (Brookstone Ultra-Short Bond ETF) are both exchange-traded funds - ETHA is a Cryptocurrency fund tracking the CME CF Ether Dollar Reference Rate - New York Variant, while BAMU is a Ultrashort Bond fund actively managed by Brookstone. ETHA is passively managed, while BAMU is actively managed. Over the past year, ETHA returned -28.54% vs 2.87% for BAMU. At a correlation of -0.01, they often move in opposite directions. ETHA charges 0.25%/yr vs 1.09%/yr for BAMU.
Performance
ETHA vs. BAMU - Performance Comparison
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Returns By Period
In the year-to-date period, ETHA achieves a -44.18% return, which is significantly lower than BAMU's 1.18% return.
ETHA
- 1D
- -4.13%
- 1M
- -19.59%
- YTD
- -44.18%
- 6M
- -44.16%
- 1Y
- -28.54%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BAMU
- 1D
- 0.00%
- 1M
- 0.16%
- YTD
- 1.18%
- 6M
- 1.29%
- 1Y
- 2.87%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ETHA vs. BAMU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
ETHA iShares Ethereum Trust ETF | -44.18% | -11.31% | -4.89% |
BAMU Brookstone Ultra-Short Bond ETF | 1.18% | 3.21% | 1.77% |
Correlation
The correlation between ETHA and BAMU is -0.07, 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 | -0.07 |
Correlation (All Time) Calculated using the full available price history since Jul 23, 2024 | -0.01 |
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Return for Risk
ETHA vs. BAMU — Risk / Return Rank
ETHA
BAMU
ETHA vs. BAMU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Ethereum Trust ETF (ETHA) and Brookstone Ultra-Short Bond ETF (BAMU). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ETHA | BAMU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -5.36 | ||
| Sortino ratioReturn per unit of downside risk | -8.92 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 2.41 | -1.43 |
| Calmar ratioReturn relative to maximum drawdown | -0.42 | 24.37 | -24.80 |
| Martin ratioReturn relative to average drawdown | -0.71 | 96.52 | -97.23 |
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Drawdowns
ETHA vs. BAMU - Drawdown Comparison
The maximum ETHA drawdown since its inception was -67.56%, which is greater than BAMU's maximum drawdown of -0.36%. Use the drawdown chart below to compare losses from any high point for ETHA and BAMU.
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Drawdown Indicators
| ETHA | BAMU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.56% | -0.36% | -67.20% |
Max Drawdown (1Y)Largest decline over 1 year | -67.56% | -0.12% | -67.44% |
Current DrawdownCurrent decline from peak | -65.78% | 0.00% | -65.78% |
Average DrawdownAverage peak-to-trough decline | -33.64% | -0.02% | -33.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 40.40% | 0.03% | +40.37% |
Volatility
ETHA vs. BAMU - Volatility Comparison
iShares Ethereum Trust ETF (ETHA) has a higher volatility of 19.90% compared to Brookstone Ultra-Short Bond ETF (BAMU) at 0.09%. This indicates that ETHA's price experiences larger fluctuations and is considered to be riskier than BAMU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ETHA | BAMU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.90% | 0.09% | +19.81% |
Volatility (6M)Calculated over the trailing 6-month period | 47.13% | 0.39% | +46.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 69.33% | 0.58% | +68.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 72.65% | 0.87% | +71.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 72.65% | 0.87% | +71.78% |
ETHA vs. BAMU - Expense Ratio Comparison
ETHA has a 0.25% expense ratio, which is lower than BAMU's 1.09% expense ratio.
Dividends
ETHA vs. BAMU - Dividend Comparison
ETHA has not paid dividends to shareholders, while BAMU's dividend yield for the trailing twelve months is around 3.05%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
BAMU Brookstone Ultra-Short Bond ETF | 3.05% | 3.20% | 3.97% | 0.84% |
ETHA iShares Ethereum Trust ETF | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ETHA and BAMU have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ETHA has higher volatility (19.90%) compared to BAMU (0.09%). In terms of maximum drawdown, ETHA dropped -67.56% vs BAMU's -0.36%.
On 1-year performance, BAMU leads with 2.87% vs -28.54% for ETHA. On fees, ETHA is cheaper at 0.25% per year. On volatility, BAMU has been the lower-risk option at 0.09%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, BAMU has performed better with a 2.87% return vs -28.54%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
ETHA is cheaper with a 0.25% expense ratio, compared with 1.09% for BAMU.
BAMU has the higher dividend yield at 3.05%, compared with 0.00% for ETHA.
ETHA is categorized as Cryptocurrency, while BAMU is Ultrashort Bond. They also come from different issuers: iShares and Brookstone. Their fees differ too: 0.25% for ETHA and 1.09% for BAMU.
BAMU currently has the higher Sharpe Ratio (4.94 vs -0.41), 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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