NVYY vs. BAMU

Last updated Jun 4, 2026

NVYY (GraniteShares YieldBOOST NVDA ETF) and BAMU (Brookstone Ultra-Short Bond ETF) are both exchange-traded funds - NVYY is a Leveraged Equities fund actively managed by GraniteShares, while BAMU is a Ultrashort Bond fund actively managed by Brookstone. Both are actively managed. Over the past year, NVYY returned 31.22% vs 2.93% for BAMU. At a correlation of -0.18, they often move in opposite directions. NVYY charges 1.07%/yr vs 1.09%/yr for BAMU.

Performance

NVYY vs. BAMU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in GraniteShares YieldBOOST NVDA ETF (NVYY) 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, NVYY achieves a 4.60% return, which is significantly higher than BAMU's 1.06% return.

NVYY

• 1D: -0.48%
• 1M: 4.98%
• YTD: 4.60%
• 6M: 3.99%
• 1Y: 31.22%
• 3Y*: —
• 5Y*: —
• 10Y*: —

BAMU

• 1D: 0.02%
• 1M: 0.20%
• YTD: 1.06%
• 6M: 1.25%
• 1Y: 2.93%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

NVYY vs. BAMU - Yearly Performance Comparison

	2026 (YTD)	2025
NVYY GraniteShares YieldBOOST NVDA ETF	4.60%	31.62%
BAMU Brookstone Ultra-Short Bond ETF	1.06%	1.97%

Correlation

The correlation between NVYY and BAMU is -0.20, 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	-0.20
Correlation (All Time) Calculated using the full available price history since May 14, 2025	-0.18

Return for Risk

NVYY vs. BAMU — Risk / Return Rank

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

NVYY

NVYY Risk / Return Rank: 35
NVYY Sharpe Ratio Rank: 35
NVYY Sortino Ratio Rank: 31
NVYY Omega Ratio Rank: 36
NVYY Calmar Ratio Rank: 42
NVYY Martin Ratio Rank: 32

BAMU

BAMU Risk / Return Rank: 98
BAMU Sharpe Ratio Rank: 97
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.

NVYY vs. BAMU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for GraniteShares YieldBOOST NVDA ETF (NVYY) 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.

	NVYY	BAMU	Difference
Sharpe ratio Return per unit of total volatility	1.29	4.98	-3.69
Sortino ratio Return per unit of downside risk	1.71	8.77	-7.06
Omega ratio Gain probability vs. loss probability	1.24	2.41	-1.17
Calmar ratio Return relative to maximum drawdown	2.10	24.89	-22.79
Martin ratio Return relative to average drawdown	4.82	97.89	-93.07
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

NVYY vs. BAMU - Sharpe Ratio Comparison

The current NVYY Sharpe Ratio is 1.29, which is lower than the BAMU Sharpe Ratio of 4.98. The chart below compares the historical Sharpe Ratios of NVYY 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.

Sharpe Ratios by Period

	NVYY	BAMU	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.29	4.98	-3.69
Sharpe Ratio (All Time) Calculated using the full available price history	1.48	4.14	-2.67

Drawdowns

NVYY vs. BAMU - Drawdown Comparison

The maximum NVYY drawdown since its inception was -14.90%, which is greater than BAMU's maximum drawdown of -0.36%. Use the drawdown chart below to compare losses from any high point for NVYY and BAMU.

Drawdown Indicators

	NVYY	BAMU	Difference
Max Drawdown Largest peak-to-trough decline	-14.90%	-0.36%	-14.54%
Max Drawdown (1Y) Largest decline over 1 year	-14.90%	-0.12%	-14.78%
Current Drawdown Current decline from peak	-4.86%	0.00%	-4.86%
Average Drawdown Average peak-to-trough decline	-5.00%	-0.02%	-4.98%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.50%	0.03%	+6.47%

Volatility

NVYY vs. BAMU - Volatility Comparison

GraniteShares YieldBOOST NVDA ETF (NVYY) has a higher volatility of 4.65% compared to Brookstone Ultra-Short Bond ETF (BAMU) at 0.07%. This indicates that NVYY'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

	NVYY	BAMU	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.65%	0.07%	+4.58%
Volatility (6M) Calculated over the trailing 6-month period	16.78%	0.43%	+16.35%
Volatility (1Y) Calculated over the trailing 1-year period	24.28%	0.59%	+23.69%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.10%	0.87%	+23.23%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.10%	0.87%	+23.23%

NVYY vs. BAMU - Expense Ratio Comparison

NVYY has a 1.07% expense ratio, which is lower than BAMU's 1.09% expense ratio.

Dividends

NVYY vs. BAMU - Dividend Comparison

NVYY's dividend yield for the trailing twelve months is around 147.62%, more than BAMU's 3.06% yield.

Position	TTM	2025	2024	2023
BAMU Brookstone Ultra-Short Bond ETF	3.06%	3.20%	3.97%	0.84%
NVYY GraniteShares YieldBOOST NVDA ETF	147.62%	75.30%	0.00%	0.00%

Frequently Asked Questions

Can I hold both NVYY and BAMU in my portfolio?

NVYY and BAMU have a correlation of -0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, NVYY or BAMU?

NVYY has higher volatility (4.65%) compared to BAMU (0.07%). In terms of maximum drawdown, NVYY dropped -14.90% vs BAMU's -0.36%.

Which ETF is better, NVYY or BAMU?

On 1-year performance, NVYY leads with 31.22% vs 2.93% for BAMU. On fees, NVYY is cheaper at 1.07% per year. On volatility, BAMU has been the lower-risk option at 0.07%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, NVYY or BAMU?

Over the 1-year period, NVYY has performed better with a 31.22% return vs 2.93%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, NVYY or BAMU?

NVYY is cheaper with a 1.07% expense ratio, compared with 1.09% for BAMU.

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

NVYY has the higher dividend yield at 147.62%, compared with 3.06% for BAMU.

What is the main difference between NVYY and BAMU?

NVYY is categorized as Leveraged Equities, while BAMU is Ultrashort Bond. They also come from different issuers: GraniteShares and Brookstone. Their fees differ too: 1.07% for NVYY and 1.09% for BAMU.

Which has better risk-adjusted returns?

BAMU currently has the higher Sharpe Ratio (4.98 vs 1.29), 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.