PLTW vs. BAMU

Last updated Jun 24, 2026

PLTW (PLTR WeeklyPay™ ETF) and BAMU (Brookstone Ultra-Short Bond ETF) are both exchange-traded funds - PLTW is a Derivative Income fund actively managed by Roundhill, while BAMU is a Ultrashort Bond fund actively managed by Brookstone. Both are actively managed. Over the past year, PLTW returned -26.59% vs 2.87% for BAMU. At a 0.04 correlation, their price movements are largely independent. PLTW charges 0.99%/yr vs 1.09%/yr for BAMU.

Performance

PLTW vs. BAMU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PLTR WeeklyPay™ ETF (PLTW) 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, PLTW achieves a -42.11% return, which is significantly lower than BAMU's 1.18% return.

PLTW

• 1D: -3.23%
• 1M: -18.15%
• YTD: -42.11%
• 6M: -48.01%
• 1Y: -26.59%
• 3Y*: —
• 5Y*: —
• 10Y*: —

BAMU

• 1D: 0.00%
• 1M: 0.16%
• YTD: 1.18%
• 6M: 1.29%
• 1Y: 2.87%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

PLTW vs. BAMU - Yearly Performance Comparison

	2026 (YTD)	2025
PLTW PLTR WeeklyPay™ ETF	-42.11%	28.26%
BAMU Brookstone Ultra-Short Bond ETF	1.18%	2.66%

Correlation

The correlation between PLTW and BAMU is -0.10, 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	-0.10
Correlation (All Time) Calculated using the full available price history since Feb 19, 2025	0.04

The correlation between PLTW and BAMU shifts across timeframes, from -0.10 (1 year) to 0.04 (all time), reflecting how their relationship changes across market environments.

Return for Risk

PLTW vs. BAMU — Risk / Return Rank

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

PLTW

PLTW Risk / Return Rank: 5
PLTW Sharpe Ratio Rank: 5
PLTW Sortino Ratio Rank: 6
PLTW Omega Ratio Rank: 6
PLTW Calmar Ratio Rank: 5
PLTW Martin Ratio Rank: 4

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.

PLTW vs. BAMU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PLTR WeeklyPay™ ETF (PLTW) 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.

	PLTW	BAMU	Difference
Sharpe ratio: Return per unit of total volatility	-0.43	4.94	-5.38
Sortino ratio: Return per unit of downside risk	-0.26	8.71	-8.97
Omega ratio: Gain probability vs. loss probability	0.97	2.41	-1.44
Calmar ratio: Return relative to maximum drawdown	-0.51	24.37	-24.88
Martin ratio: Return relative to average drawdown	-0.98	96.52	-97.50

PLTW vs. BAMU - Sharpe Ratio Comparison

The current PLTW Sharpe Ratio is -0.43, which is lower than the BAMU Sharpe Ratio of 4.94. The chart below compares the historical Sharpe Ratios of PLTW 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.

Drawdowns

PLTW vs. BAMU - Drawdown Comparison

The maximum PLTW drawdown since its inception was -52.65%, which is greater than BAMU's maximum drawdown of -0.36%. Use the drawdown chart below to compare losses from any high point for PLTW and BAMU.

Drawdown Indicators

	PLTW	BAMU	Difference
Max Drawdown Largest peak-to-trough decline	-52.65%	-0.36%	-52.29%
Max Drawdown (1Y) Largest decline over 1 year	-52.65%	-0.12%	-52.53%
Current Drawdown Current decline from peak	-52.65%	0.00%	-52.65%
Average Drawdown Average peak-to-trough decline	-23.35%	-0.02%	-23.33%
Ulcer Index Depth and duration of drawdowns from previous peaks	27.25%	0.03%	+27.22%

Volatility

PLTW vs. BAMU - Volatility Comparison

PLTR WeeklyPay™ ETF (PLTW) has a higher volatility of 23.13% compared to Brookstone Ultra-Short Bond ETF (BAMU) at 0.09%. This indicates that PLTW'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

	PLTW	BAMU	Difference
Volatility (1M) Calculated over the trailing 1-month period	23.13%	0.09%	+23.04%
Volatility (6M) Calculated over the trailing 6-month period	46.72%	0.39%	+46.33%
Volatility (1Y) Calculated over the trailing 1-year period	61.56%	0.58%	+60.98%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	74.29%	0.87%	+73.42%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	74.29%	0.87%	+73.42%

PLTW vs. BAMU - Expense Ratio Comparison

PLTW has a 0.99% expense ratio, which is lower than BAMU's 1.09% expense ratio.

Dividends

PLTW vs. BAMU - Dividend Comparison

PLTW's dividend yield for the trailing twelve months is around 151.83%, more than BAMU's 3.05% yield.

Position	TTM	2025	2024	2023
BAMU Brookstone Ultra-Short Bond ETF	3.05%	3.20%	3.97%	0.84%
PLTW PLTR WeeklyPay™ ETF	151.83%	72.40%	0.00%	0.00%

Frequently Asked Questions

Can I hold both PLTW and BAMU in my portfolio?

PLTW and BAMU have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, PLTW or BAMU?

PLTW has higher volatility (23.13%) compared to BAMU (0.09%). In terms of maximum drawdown, PLTW dropped -52.65% vs BAMU's -0.36%.

Which ETF is better, PLTW or BAMU?

On 1-year performance, BAMU leads with 2.87% vs -26.59% for PLTW. On fees, PLTW is cheaper at 0.99% 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.

Which ETF has performed better, PLTW or BAMU?

Over the 1-year period, BAMU has performed better with a 2.87% return vs -26.59%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, PLTW or BAMU?

PLTW is cheaper with a 0.99% expense ratio, compared with 1.09% for BAMU.

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

PLTW has the higher dividend yield at 151.83%, compared with 3.05% for BAMU.

What is the main difference between PLTW and BAMU?

PLTW is categorized as Derivative Income, while BAMU is Ultrashort Bond. They also come from different issuers: Roundhill and Brookstone. Their fees differ too: 0.99% for PLTW and 1.09% for BAMU.

Which has better risk-adjusted returns?

BAMU currently has the higher Sharpe Ratio (4.94 vs -0.43), 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.