FFOG vs. BAMU
FFOG (Franklin Focused Growth ETF) and BAMU (Brookstone Ultra-Short Bond ETF) are both exchange-traded funds - FFOG is a Large Cap Growth Equities fund actively managed by Franklin Templeton, while BAMU is a Ultrashort Bond fund actively managed by Brookstone. Both are actively managed. Over the past year, FFOG returned 17.51% vs 2.87% for BAMU. At a correlation of -0.01, they often move in opposite directions. FFOG charges 0.55%/yr vs 1.09%/yr for BAMU.
Performance
FFOG vs. BAMU - Performance Comparison
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Returns By Period
In the year-to-date period, FFOG achieves a 5.41% return, which is significantly higher than BAMU's 1.18% return.
FFOG
- 1D
- -3.52%
- 1M
- -1.89%
- YTD
- 5.41%
- 6M
- 3.83%
- 1Y
- 17.51%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BAMU
- 1D
- 0.00%
- 1M
- 0.16%
- YTD
- 1.18%
- 6M
- 1.29%
- 1Y
- 2.87%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FFOG vs. BAMU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
FFOG Franklin Focused Growth ETF | 5.41% | 17.09% | 38.20% | 12.25% |
BAMU Brookstone Ultra-Short Bond ETF | 1.18% | 3.21% | 4.14% | 0.72% |
Correlation
The correlation between FFOG and BAMU is -0.22, 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 (1Y) Calculated over the trailing 1-year period | -0.22 |
Correlation (All Time) Calculated using the full available price history since Nov 6, 2023 | -0.01 |
Over the past year, the inverse relationship between FFOG and BAMU has strengthened: their correlation has moved from -0.01 to -0.22, meaning they now move in opposite directions more often than their long-term average.
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Return for Risk
FFOG vs. BAMU — Risk / Return Rank
FFOG
BAMU
FFOG vs. BAMU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Focused Growth ETF (FFOG) 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.
| FFOG | BAMU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -4.13 | ||
| Sortino ratioReturn per unit of downside risk | -7.53 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 2.41 | -1.25 |
| Calmar ratioReturn relative to maximum drawdown | 0.80 | 24.37 | -23.57 |
| Martin ratioReturn relative to average drawdown | 2.35 | 96.52 | -94.17 |
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Drawdowns
FFOG vs. BAMU - Drawdown Comparison
The maximum FFOG drawdown since its inception was -25.38%, which is greater than BAMU's maximum drawdown of -0.36%. Use the drawdown chart below to compare losses from any high point for FFOG and BAMU.
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Drawdown Indicators
| FFOG | BAMU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.38% | -0.36% | -25.02% |
Max Drawdown (1Y)Largest decline over 1 year | -21.90% | -0.12% | -21.78% |
Current DrawdownCurrent decline from peak | -5.68% | 0.00% | -5.68% |
Average DrawdownAverage peak-to-trough decline | -4.58% | -0.02% | -4.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.46% | 0.03% | +7.43% |
Volatility
FFOG vs. BAMU - Volatility Comparison
Franklin Focused Growth ETF (FFOG) has a higher volatility of 9.49% compared to Brookstone Ultra-Short Bond ETF (BAMU) at 0.09%. This indicates that FFOG'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
| FFOG | BAMU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.49% | 0.09% | +9.40% |
Volatility (6M)Calculated over the trailing 6-month period | 17.45% | 0.39% | +17.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.79% | 0.58% | +21.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.19% | 0.87% | +23.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.19% | 0.87% | +23.32% |
FFOG vs. BAMU - Expense Ratio Comparison
FFOG has a 0.55% expense ratio, which is lower than BAMU's 1.09% expense ratio.
Dividends
FFOG vs. BAMU - Dividend Comparison
FFOG 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% |
FFOG Franklin Focused Growth ETF | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
FFOG and BAMU have a correlation of -0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FFOG has higher volatility (9.49%) compared to BAMU (0.09%). In terms of maximum drawdown, FFOG dropped -25.38% vs BAMU's -0.36%.
On 1-year performance, FFOG leads with 17.51% vs 2.87% for BAMU. On fees, FFOG is cheaper at 0.55% 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, FFOG has performed better with a 17.51% return vs 2.87%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
FFOG is cheaper with a 0.55% expense ratio, compared with 1.09% for BAMU.
BAMU has the higher dividend yield at 3.05%, compared with 0.00% for FFOG.
FFOG is categorized as Large Cap Growth Equities, while BAMU is Ultrashort Bond. They also come from different issuers: Franklin Templeton and Brookstone. Their fees differ too: 0.55% for FFOG and 1.09% for BAMU.
BAMU currently has the higher Sharpe Ratio (4.94 vs 0.81), 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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