LQDH vs. BAMU
LQDH (iShares Interest Rate Hedged Corporate Bond ETF) and BAMU (Brookstone Ultra-Short Bond ETF) are both exchange-traded funds - LQDH is a Corporate Bonds fund actively managed by iShares, while BAMU is a Ultrashort Bond fund actively managed by Brookstone. Both are actively managed. Over the past year, LQDH returned 7.38% vs 2.91% for BAMU. At a correlation of -0.01, they often move in opposite directions. LQDH charges 0.25%/yr vs 1.09%/yr for BAMU.
Performance
LQDH vs. BAMU - Performance Comparison
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Returns By Period
In the year-to-date period, LQDH achieves a 2.41% return, which is significantly higher than BAMU's 1.18% return.
LQDH
- 1D
- 0.06%
- 1M
- 0.30%
- YTD
- 2.41%
- 6M
- 2.78%
- 1Y
- 7.38%
- 3Y*
- 7.84%
- 5Y*
- 5.25%
- 10Y*
- 4.66%
BAMU
- 1D
- 0.02%
- 1M
- 0.16%
- YTD
- 1.18%
- 6M
- 1.23%
- 1Y
- 2.91%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LQDH vs. BAMU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
LQDH iShares Interest Rate Hedged Corporate Bond ETF | 2.41% | 7.00% | 7.43% | 3.53% |
BAMU Brookstone Ultra-Short Bond ETF | 1.18% | 3.21% | 4.14% | 1.20% |
Correlation
The correlation between LQDH 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 LQDH and BAMU shifts across timeframes, from -0.14 (1 year) to -0.01 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
LQDH vs. BAMU — Risk / Return Rank
LQDH
BAMU
LQDH vs. BAMU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Interest Rate Hedged Corporate Bond ETF (LQDH) 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.
| LQDH | BAMU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.24 | ||
| Sortino ratioReturn per unit of downside risk | -4.58 | ||
| Omega ratioGain probability vs. loss probability | 1.56 | 2.43 | -0.87 |
| Calmar ratioReturn relative to maximum drawdown | 3.16 | 24.72 | -21.56 |
| Martin ratioReturn relative to average drawdown | 13.45 | 97.90 | -84.44 |
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Drawdowns
LQDH vs. BAMU - Drawdown Comparison
The maximum LQDH drawdown since its inception was -24.63%, which is greater than BAMU's maximum drawdown of -0.36%. Use the drawdown chart below to compare losses from any high point for LQDH and BAMU.
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Drawdown Indicators
| LQDH | BAMU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.63% | -0.36% | -24.27% |
Max Drawdown (1Y)Largest decline over 1 year | -2.34% | -0.12% | -2.22% |
Max Drawdown (3Y)Largest decline over 3 years | -4.86% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -7.08% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -24.63% | — | — |
Current DrawdownCurrent decline from peak | -0.15% | 0.00% | -0.15% |
Average DrawdownAverage peak-to-trough decline | -1.67% | -0.02% | -1.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.55% | 0.03% | +0.52% |
Volatility
LQDH vs. BAMU - Volatility Comparison
iShares Interest Rate Hedged Corporate Bond ETF (LQDH) has a higher volatility of 0.45% compared to Brookstone Ultra-Short Bond ETF (BAMU) at 0.09%. This indicates that LQDH'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
| LQDH | BAMU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.45% | 0.09% | +0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 2.03% | 0.40% | +1.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.68% | 0.58% | +2.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.41% | 0.87% | +3.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.44% | 0.87% | +5.57% |
LQDH vs. BAMU - Expense Ratio Comparison
LQDH has a 0.25% expense ratio, which is lower than BAMU's 1.09% expense ratio.
Dividends
LQDH vs. BAMU - Dividend Comparison
LQDH's dividend yield for the trailing twelve months is around 5.94%, 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% |
LQDH iShares Interest Rate Hedged Corporate Bond ETF | 5.94% | 6.06% | 7.57% | 7.69% | 3.73% | 1.65% | 2.22% | 3.09% | 5.08% | 2.37% | 2.33% | 2.98% |
Frequently Asked Questions
LQDH 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.
LQDH has higher volatility (0.45%) compared to BAMU (0.09%). In terms of maximum drawdown, LQDH dropped -24.63% vs BAMU's -0.36%.
On 1-year performance, LQDH leads with 7.38% vs 2.91% for BAMU. On fees, LQDH is cheaper at 0.25% 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, LQDH has performed better with a 7.38% return vs 2.91%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
LQDH is cheaper with a 0.25% expense ratio, compared with 1.09% for BAMU.
LQDH has the higher dividend yield at 5.94%, compared with 3.05% for BAMU.
LQDH is categorized as Corporate Bonds, while BAMU is Ultrashort Bond. They also come from different issuers: iShares and Brookstone. Their fees differ too: 0.25% for LQDH and 1.09% for BAMU.
BAMU currently has the higher Sharpe Ratio (5.01 vs 2.77), 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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