JEDI vs. BAMU

Last updated Jun 5, 2026

JEDI (Defiance Drone & Modern Warfare ETF) and BAMU (Brookstone Ultra-Short Bond ETF) are both exchange-traded funds - JEDI is a Aerospace & Defense fund tracking the BITA Drone & Modern Warfare Select Index, while BAMU is a Ultrashort Bond fund actively managed by Brookstone. JEDI is passively managed, while BAMU is actively managed. At a correlation of -0.06, they often move in opposite directions. JEDI charges 0.69%/yr vs 1.09%/yr for BAMU.

Performance

JEDI vs. BAMU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Defiance Drone & Modern Warfare ETF (JEDI) 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, JEDI achieves a 59.78% return, which is significantly higher than BAMU's 1.08% return.

JEDI

• 1D: 4.90%
• 1M: 42.42%
• YTD: 59.78%
• 6M: 64.33%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BAMU

• 1D: 0.02%
• 1M: 0.22%
• YTD: 1.08%
• 6M: 1.31%
• 1Y: 2.95%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

JEDI vs. BAMU - Yearly Performance Comparison

	2026 (YTD)	2025
JEDI Defiance Drone & Modern Warfare ETF	59.78%	-3.73%
BAMU Brookstone Ultra-Short Bond ETF	1.08%	0.71%

Correlation

The correlation between JEDI and BAMU is -0.06, 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 (All Time) Calculated using the full available price history since Sep 29, 2025	-0.06

Return for Risk

JEDI vs. BAMU — Risk / Return Rank

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

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.

JEDI vs. BAMU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Defiance Drone & Modern Warfare ETF (JEDI) 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	JEDI	BAMU	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	5.01	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.85	4.15	-2.30

Drawdowns

JEDI vs. BAMU - Drawdown Comparison

The maximum JEDI drawdown since its inception was -21.67%, which is greater than BAMU's maximum drawdown of -0.36%. Use the drawdown chart below to compare losses from any high point for JEDI and BAMU.

Drawdown Indicators

	JEDI	BAMU	Difference
Max Drawdown Largest peak-to-trough decline	-21.67%	-0.36%	-21.31%
Max Drawdown (1Y) Largest decline over 1 year	—	-0.12%	—
Current Drawdown Current decline from peak	-8.58%	0.00%	-8.58%
Average Drawdown Average peak-to-trough decline	-9.15%	-0.02%	-9.13%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.03%	—

Volatility

Volatility by Period

	JEDI	BAMU	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	0.07%	—
Volatility (6M) Calculated over the trailing 6-month period	—	0.43%	—
Volatility (1Y) Calculated over the trailing 1-year period	47.80%	0.59%	+47.21%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	47.80%	0.87%	+46.93%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	47.80%	0.87%	+46.93%

JEDI vs. BAMU - Expense Ratio Comparison

JEDI has a 0.69% expense ratio, which is lower than BAMU's 1.09% expense ratio.

Dividends

JEDI vs. BAMU - Dividend Comparison

JEDI has not paid dividends to shareholders, while BAMU's dividend yield for the trailing twelve months is around 3.06%.

Position	TTM	2025	2024	2023
BAMU Brookstone Ultra-Short Bond ETF	3.06%	3.20%	3.97%	0.84%
JEDI Defiance Drone & Modern Warfare ETF	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both JEDI and BAMU in my portfolio?

JEDI 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.

Which ETF is better, JEDI or BAMU?

On fees, JEDI is cheaper at 0.69% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, JEDI or BAMU?

JEDI is cheaper with a 0.69% expense ratio, compared with 1.09% for BAMU.

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

BAMU has the higher dividend yield at 3.06%, compared with 0.00% for JEDI.

What is the main difference between JEDI and BAMU?

JEDI is categorized as Aerospace & Defense, while BAMU is Ultrashort Bond. Their fees differ too: 0.69% for JEDI and 1.09% for BAMU.