IUSG vs. BAMU
IUSG (iShares Core S&P U.S. Growth ETF) and BAMU (Brookstone Ultra-Short Bond ETF) are both exchange-traded funds - IUSG is a Large Cap Growth Equities fund tracking the S&P 900 Growth Index, while BAMU is a Ultrashort Bond fund actively managed by Brookstone. IUSG is passively managed, while BAMU is actively managed. Over the past year, IUSG returned 26.96% vs 2.87% for BAMU. At a 0.00 correlation, their price movements are largely independent. IUSG charges 0.04%/yr vs 1.09%/yr for BAMU.
Performance
IUSG vs. BAMU - Performance Comparison
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Returns By Period
In the year-to-date period, IUSG achieves a 9.19% return, which is significantly higher than BAMU's 1.18% return.
IUSG
- 1D
- -2.31%
- 1M
- -1.86%
- YTD
- 9.19%
- 6M
- 7.87%
- 1Y
- 26.96%
- 3Y*
- 25.00%
- 5Y*
- 13.77%
- 10Y*
- 17.77%
BAMU
- 1D
- 0.00%
- 1M
- 0.16%
- YTD
- 1.18%
- 6M
- 1.29%
- 1Y
- 2.87%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IUSG vs. BAMU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IUSG iShares Core S&P U.S. Growth ETF | 9.19% | 21.23% | 34.70% | 10.77% |
BAMU Brookstone Ultra-Short Bond ETF | 1.18% | 3.21% | 4.14% | 1.20% |
Correlation
The correlation between IUSG and BAMU is -0.16, 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 | -0.16 |
Correlation (All Time) Calculated using the full available price history since Sep 27, 2023 | 0.00 |
The correlation between IUSG and BAMU shifts across timeframes, from -0.16 (1 year) to 0.00 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IUSG vs. BAMU — Risk / Return Rank
IUSG
BAMU
IUSG vs. BAMU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P U.S. Growth ETF (IUSG) 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.
| IUSG | BAMU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.34 | ||
| Sortino ratioReturn per unit of downside risk | -6.52 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 2.41 | -1.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.07 | 24.37 | -22.30 |
| Martin ratioReturn relative to average drawdown | 8.45 | 96.52 | -88.08 |
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Drawdowns
IUSG vs. BAMU - Drawdown Comparison
The maximum IUSG drawdown since its inception was -63.41%, which is greater than BAMU's maximum drawdown of -0.36%. Use the drawdown chart below to compare losses from any high point for IUSG and BAMU.
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Drawdown Indicators
| IUSG | BAMU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.41% | -0.36% | -63.05% |
Max Drawdown (1Y)Largest decline over 1 year | -13.07% | -0.12% | -12.95% |
Max Drawdown (3Y)Largest decline over 3 years | -22.28% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -32.21% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -32.35% | — | — |
Current DrawdownCurrent decline from peak | -5.23% | 0.00% | -5.23% |
Average DrawdownAverage peak-to-trough decline | -21.40% | -0.02% | -21.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.20% | 0.03% | +3.17% |
Volatility
IUSG vs. BAMU - Volatility Comparison
iShares Core S&P U.S. Growth ETF (IUSG) has a higher volatility of 7.16% compared to Brookstone Ultra-Short Bond ETF (BAMU) at 0.09%. This indicates that IUSG'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
| IUSG | BAMU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.16% | 0.09% | +7.07% |
Volatility (6M)Calculated over the trailing 6-month period | 13.66% | 0.39% | +13.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.92% | 0.58% | +16.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.06% | 0.87% | +20.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.48% | 0.87% | +19.61% |
IUSG vs. BAMU - Expense Ratio Comparison
IUSG has a 0.04% expense ratio, which is lower than BAMU's 1.09% expense ratio.
Dividends
IUSG vs. BAMU - Dividend Comparison
IUSG's dividend yield for the trailing twelve months is around 0.50%, less 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% |
IUSG iShares Core S&P U.S. Growth ETF | 0.50% | 0.53% | 0.59% | 1.12% | 1.07% | 0.59% | 0.93% | 1.64% | 1.32% | 1.28% | 1.48% | 1.29% |
Frequently Asked Questions
IUSG and BAMU have a correlation of -0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IUSG has higher volatility (7.16%) compared to BAMU (0.09%). In terms of maximum drawdown, IUSG dropped -63.41% vs BAMU's -0.36%.
On 1-year performance, IUSG leads with 26.96% vs 2.87% for BAMU. On fees, IUSG is cheaper at 0.04% 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, IUSG has performed better with a 26.96% return vs 2.87%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IUSG is cheaper with a 0.04% expense ratio, compared with 1.09% for BAMU.
BAMU has the higher dividend yield at 3.05%, compared with 0.50% for IUSG.
IUSG is categorized as Large Cap Growth Equities, while BAMU is Ultrashort Bond. They also come from different issuers: iShares and Brookstone. Their fees differ too: 0.04% for IUSG and 1.09% for BAMU.
BAMU currently has the higher Sharpe Ratio (4.94 vs 1.60), 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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