FINX vs. BAMU

Last updated Jun 24, 2026

FINX (Global X FinTech ETF) and BAMU (Brookstone Ultra-Short Bond ETF) are both exchange-traded funds - FINX is a Technology Equities fund tracking the Indxx Global FinTech Thematic Index, while BAMU is a Ultrashort Bond fund actively managed by Brookstone. FINX is passively managed, while BAMU is actively managed. Over the past year, FINX returned -25.00% vs 2.87% for BAMU. At a correlation of -0.01, they often move in opposite directions. FINX charges 0.68%/yr vs 1.09%/yr for BAMU.

Performance

FINX vs. BAMU - Performance Comparison

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

Returns By Period

In the year-to-date period, FINX achieves a -17.47% return, which is significantly lower than BAMU's 1.18% return.

FINX

• 1D: -0.74%
• 1M: -2.12%
• YTD: -17.47%
• 6M: -19.57%
• 1Y: -25.00%
• 3Y*: 5.24%
• 5Y*: -11.80%
• 10Y*: —

BAMU

• 1D: 0.00%
• 1M: 0.16%
• YTD: 1.18%
• 6M: 1.29%
• 1Y: 2.87%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

FINX vs. BAMU - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
FINX Global X FinTech ETF	-17.47%	-5.20%	23.02%	29.75%
BAMU Brookstone Ultra-Short Bond ETF	1.18%	3.21%	4.14%	1.20%

Correlation

The correlation between FINX and BAMU is -0.14, 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	-0.14
Correlation (All Time) Calculated using the full available price history since Sep 27, 2023	-0.01

The correlation between FINX and BAMU shifts across timeframes, from -0.14 (1 year) to -0.01 (all time), reflecting how their relationship changes across market environments.

Return for Risk

FINX vs. BAMU — Risk / Return Rank

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

FINX

FINX Risk / Return Rank: 3
FINX Sharpe Ratio Rank: 2
FINX Sortino Ratio Rank: 3
FINX Omega Ratio Rank: 3
FINX Calmar Ratio Rank: 3
FINX Martin Ratio Rank: 3

BAMU

BAMU Risk / Return Rank: 98
BAMU Sharpe Ratio Rank: 98
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.

FINX vs. BAMU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X FinTech ETF (FINX) 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.

	FINX	BAMU	Difference
Sharpe ratio: Return per unit of total volatility	-0.84	4.94	-5.78
Sortino ratio: Return per unit of downside risk	-1.06	8.71	-9.77
Omega ratio: Gain probability vs. loss probability	0.87	2.41	-1.53
Calmar ratio: Return relative to maximum drawdown	-0.69	24.37	-25.06
Martin ratio: Return relative to average drawdown	-1.24	96.52	-97.76

FINX vs. BAMU - Sharpe Ratio Comparison

The current FINX Sharpe Ratio is -0.84, which is lower than the BAMU Sharpe Ratio of 4.94. The chart below compares the historical Sharpe Ratios of FINX and BAMU, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

FINX vs. BAMU - Drawdown Comparison

The maximum FINX drawdown since its inception was -63.53%, which is greater than BAMU's maximum drawdown of -0.36%. Use the drawdown chart below to compare losses from any high point for FINX and BAMU.

Drawdown Indicators

	FINX	BAMU	Difference
Max Drawdown Largest peak-to-trough decline	-63.53%	-0.36%	-63.17%
Max Drawdown (1Y) Largest decline over 1 year	-36.58%	-0.12%	-36.46%
Max Drawdown (3Y) Largest decline over 3 years	-36.58%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-63.53%	—	—
Current Drawdown Current decline from peak	-50.64%	0.00%	-50.64%
Average Drawdown Average peak-to-trough decline	-24.58%	-0.02%	-24.56%
Ulcer Index Depth and duration of drawdowns from previous peaks	20.22%	0.03%	+20.19%

Volatility

FINX vs. BAMU - Volatility Comparison

Global X FinTech ETF (FINX) has a higher volatility of 10.46% compared to Brookstone Ultra-Short Bond ETF (BAMU) at 0.09%. This indicates that FINX'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.

Volatility by Period

	FINX	BAMU	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.46%	0.09%	+10.37%
Volatility (6M) Calculated over the trailing 6-month period	23.62%	0.39%	+23.23%
Volatility (1Y) Calculated over the trailing 1-year period	29.84%	0.58%	+29.26%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	31.56%	0.87%	+30.69%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	28.75%	0.87%	+27.88%

FINX vs. BAMU - Expense Ratio Comparison

FINX has a 0.68% expense ratio, which is lower than BAMU's 1.09% expense ratio.

Dividends

FINX vs. BAMU - Dividend Comparison

FINX's dividend yield for the trailing twelve months is around 0.70%, less than BAMU's 3.05% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
BAMU Brookstone Ultra-Short Bond ETF	3.05%	3.20%	3.97%	0.84%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
FINX Global X FinTech ETF	0.70%	0.58%	0.72%	0.21%	0.27%	5.40%	0.00%	0.00%	0.18%	0.11%

Frequently Asked Questions

Can I hold both FINX and BAMU in my portfolio?

FINX and BAMU have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, FINX or BAMU?

FINX has higher volatility (10.46%) compared to BAMU (0.09%). In terms of maximum drawdown, FINX dropped -63.53% vs BAMU's -0.36%.

Which ETF is better, FINX or BAMU?

On 1-year performance, BAMU leads with 2.87% vs -25.00% for FINX. On fees, FINX is cheaper at 0.68% 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.

Which ETF has performed better, FINX or BAMU?

Over the 1-year period, BAMU has performed better with a 2.87% return vs -25.00%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, FINX or BAMU?

FINX is cheaper with a 0.68% expense ratio, compared with 1.09% for BAMU.

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

BAMU has the higher dividend yield at 3.05%, compared with 0.70% for FINX.

What is the main difference between FINX and BAMU?

FINX is categorized as Technology Equities, while BAMU is Ultrashort Bond. They also come from different issuers: Global X and Brookstone. Their fees differ too: 0.68% for FINX and 1.09% for BAMU.

Which has better risk-adjusted returns?

BAMU currently has the higher Sharpe Ratio (4.94 vs -0.84), 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.