OTGL vs. BAMU

Last updated Jun 5, 2026

OTGL (OTG Latin America ETF) and BAMU (Brookstone Ultra-Short Bond ETF) are both exchange-traded funds - OTGL is a Latin America Equities fund tracking the Actively Managed, while BAMU is a Ultrashort Bond fund actively managed by Brookstone. OTGL is passively managed, while BAMU is actively managed. At a correlation of -0.15, they often move in opposite directions. OTGL charges 0.95%/yr vs 1.09%/yr for BAMU.

Performance

OTGL vs. BAMU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in OTG Latin America ETF (OTGL) 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, OTGL achieves a 5.88% return, which is significantly higher than BAMU's 1.08% return.

OTGL

• 1D: 0.24%
• 1M: -2.57%
• YTD: 5.88%
• 6M: 5.00%
• 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)

OTGL vs. BAMU - Yearly Performance Comparison

	2026 (YTD)	2025
OTGL OTG Latin America ETF	5.88%	13.64%
BAMU Brookstone Ultra-Short Bond ETF	1.08%	1.49%

Correlation

The correlation between OTGL and BAMU is -0.15, 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 (All Time) Calculated using the full available price history since Jul 15, 2025	-0.15

Return for Risk

OTGL 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.

OTGL vs. BAMU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for OTG Latin America ETF (OTGL) 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

	OTGL	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	1.22	4.15	-2.93

Drawdowns

OTGL vs. BAMU - Drawdown Comparison

The maximum OTGL drawdown since its inception was -13.52%, which is greater than BAMU's maximum drawdown of -0.36%. Use the drawdown chart below to compare losses from any high point for OTGL and BAMU.

Drawdown Indicators

	OTGL	BAMU	Difference
Max Drawdown Largest peak-to-trough decline	-13.52%	-0.36%	-13.16%
Max Drawdown (1Y) Largest decline over 1 year	—	-0.12%	—
Current Drawdown Current decline from peak	-8.75%	0.00%	-8.75%
Average Drawdown Average peak-to-trough decline	-3.03%	-0.02%	-3.01%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.03%	—

Volatility

Volatility by Period

	OTGL	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	18.98%	0.59%	+18.39%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.98%	0.87%	+18.11%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.98%	0.87%	+18.11%

OTGL vs. BAMU - Expense Ratio Comparison

OTGL has a 0.95% expense ratio, which is lower than BAMU's 1.09% expense ratio.

Dividends

OTGL vs. BAMU - Dividend Comparison

OTGL's dividend yield for the trailing twelve months is around 1.82%, less 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%
OTGL OTG Latin America ETF	1.82%	1.89%	0.00%	0.00%

Frequently Asked Questions

Can I hold both OTGL and BAMU in my portfolio?

OTGL and BAMU have a correlation of -0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, OTGL or BAMU?

On fees, OTGL is cheaper at 0.95% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, OTGL or BAMU?

OTGL is cheaper with a 0.95% expense ratio, compared with 1.09% for BAMU.

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

BAMU has the higher dividend yield at 3.06%, compared with 1.82% for OTGL.

What is the main difference between OTGL and BAMU?

OTGL is categorized as Latin America Equities, while BAMU is Ultrashort Bond. They also come from different issuers: OTG and Brookstone. Their fees differ too: 0.95% for OTGL and 1.09% for BAMU.