GENZ vs. BAMU
GENZ (VanEck Digital Native Economy ETF) and BAMU (Brookstone Ultra-Short Bond ETF) are both exchange-traded funds - GENZ is a Technology Equities fund tracking the MarketVector Digital Native Economy Index, while BAMU is a Ultrashort Bond fund actively managed by Brookstone. GENZ is passively managed, while BAMU is actively managed. Over the past year, GENZ returned -13.86% vs 2.79% for BAMU. Their -0.04 correlation means they have often moved in opposite directions in the past. GENZ charges 0.50%/yr vs 1.09%/yr for BAMU.
Performance
GENZ vs. BAMU - Performance Comparison
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Returns By Period
In the year-to-date period, GENZ achieves a -8.92% return, which is significantly lower than BAMU's 1.48% return.
GENZ
- 1D
- -3.10%
- 1M
- -2.17%
- 6M
- 0.24%
- YTD
- -8.92%
- 1Y
- -13.86%
- 3Y*
- -4.53%
- 5Y*
- -3.36%
- 10Y*
- 3.13%
- ALL TIME*
- 1.85%
BAMU
- 1D
- 0.00%
- 1M
- 0.20%
- 6M
- 1.24%
- YTD
- 1.48%
- 1Y
- 2.79%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 3.54%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $222.62K | $224.46K | $216.88K | |
| $64.71K | $66.66K | $80.30K |
GENZ vs. BAMU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
GENZ VanEck Digital Native Economy ETF | -8.92% | 4.15% | -1.39% | 9.43% |
BAMU Brookstone Ultra-Short Bond ETF | 1.48% | 3.21% | 4.14% | 1.20% |
Correlation
The correlation between GENZ and BAMU is -0.06, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.06 |
Correlation (All Time) Calculated using the full available price history since Sep 27, 2023 | -0.04 |
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Return for Risk
GENZ vs. BAMU — Risk / Return Rank
GENZ
BAMU
GENZ vs. BAMU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Digital Native Economy ETF (GENZ) 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.
| GENZ | BAMU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -5.61 | ||
| Sortino ratioReturn per unit of downside risk | -9.57 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 2.41 | -1.52 |
| Calmar ratioReturn relative to maximum drawdown | -0.54 | 24.21 | -24.75 |
| Martin ratioReturn relative to average drawdown | -0.89 | 96.11 | -96.99 |
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Drawdowns
GENZ vs. BAMU - Drawdown Comparison
The maximum GENZ drawdown since its inception was -71.12%, which is greater than BAMU's maximum drawdown of -0.36%. Use the drawdown chart below to compare losses from any high point for GENZ and BAMU.
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Drawdown Indicators
| GENZ | BAMU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.12% | -0.36% | -70.76% |
Max Drawdown (1Y)Largest decline over 1 year | -26.40% | -0.12% | -26.28% |
Max Drawdown (3Y)Largest decline over 3 years | -26.40% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -39.93% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -56.43% | — | — |
Current DrawdownCurrent decline from peak | -28.49% | 0.00% | -28.49% |
Average DrawdownAverage peak-to-trough decline | -24.57% | -0.02% | -24.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.08% | 0.03% | +16.05% |
Volatility
GENZ vs. BAMU - Volatility Comparison
VanEck Digital Native Economy ETF (GENZ) has a higher volatility of 7.97% compared to Brookstone Ultra-Short Bond ETF (BAMU) at 0.10%. This indicates that GENZ'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
| GENZ | BAMU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.97% | 0.10% | +7.87% |
Volatility (6M)Calculated over the trailing 6-month period | 17.84% | 0.35% | +17.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.62% | 0.58% | +20.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.71% | 0.85% | +23.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.15% | 0.85% | +24.30% |
GENZ vs. BAMU - Expense Ratio Comparison
GENZ has a 0.50% expense ratio, which is lower than BAMU's 1.09% expense ratio.
Dividends
GENZ vs. BAMU - Dividend Comparison
GENZ's dividend yield for the trailing twelve months is around 3.66%, more than BAMU's 3.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% |
GENZ VanEck Digital Native Economy ETF | 3.66% | 3.34% | 2.88% | 1.68% | 0.44% | 0.79% | 0.47% | 2.95% | 3.43% | 2.31% | 3.15% | 4.09% |
Frequently Asked Questions
GENZ and BAMU have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GENZ has higher volatility (7.97%) compared to BAMU (0.10%). In terms of maximum drawdown, GENZ dropped -71.12% vs BAMU's -0.36%.
On 1-year performance, BAMU leads with 2.79% vs -13.86% for GENZ. On fees, GENZ is cheaper at 0.50% per year. On volatility, BAMU has been the lower-risk option at 0.10%. 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 2.79% return vs -13.86%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
GENZ is cheaper with a 0.50% expense ratio, compared with 1.09% for BAMU.
GENZ has the higher dividend yield at 3.66%, compared with 3.05% for BAMU.
GENZ is categorized as Technology Equities, while BAMU is Ultrashort Bond. They also come from different issuers: VanEck and Brookstone. Their fees differ too: 0.50% for GENZ and 1.09% for BAMU.
BAMU currently has the higher Sharpe Ratio (4.92 vs -0.69), 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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