ROBT vs. BAMU

Last updated Jun 24, 2026

ROBT (First Trust Nasdaq Artificial Intelligence & Robotics ETF) and BAMU (Brookstone Ultra-Short Bond ETF) are both exchange-traded funds - ROBT is a Technology Equities fund tracking the Nasdaq CTA Artificial Intelligence and Robotics Index, while BAMU is a Ultrashort Bond fund actively managed by Brookstone. ROBT is passively managed, while BAMU is actively managed. Over the past year, ROBT returned 17.15% vs 2.87% for BAMU. At a correlation of -0.01, they often move in opposite directions. ROBT charges 0.65%/yr vs 1.09%/yr for BAMU.

Performance

ROBT vs. BAMU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Nasdaq Artificial Intelligence & Robotics ETF (ROBT) 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, ROBT achieves a 3.51% return, which is significantly higher than BAMU's 1.18% return.

ROBT

• 1D: -2.40%
• 1M: -3.90%
• YTD: 3.51%
• 6M: 1.75%
• 1Y: 17.15%
• 3Y*: 6.95%
• 5Y*: -0.08%
• 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)

ROBT vs. BAMU - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF	3.51%	15.16%	-0.41%	15.17%
BAMU Brookstone Ultra-Short Bond ETF	1.18%	3.21%	4.14%	1.20%

Correlation

The correlation between ROBT 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 Sep 27, 2023	-0.01

Return for Risk

ROBT vs. BAMU — Risk / Return Rank

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

ROBT

ROBT Risk / Return Rank: 20
ROBT Sharpe Ratio Rank: 21
ROBT Sortino Ratio Rank: 20
ROBT Omega Ratio Rank: 19
ROBT Calmar Ratio Rank: 19
ROBT Martin Ratio Rank: 20

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.

ROBT vs. BAMU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Nasdaq Artificial Intelligence & Robotics ETF (ROBT) 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.

	ROBT	BAMU	Difference
Sharpe ratio: Return per unit of total volatility	0.70	4.94	-4.25
Sortino ratio: Return per unit of downside risk	1.09	8.71	-7.63
Omega ratio: Gain probability vs. loss probability	1.13	2.41	-1.28
Calmar ratio: Return relative to maximum drawdown	0.80	24.37	-23.58
Martin ratio: Return relative to average drawdown	2.22	96.52	-94.31

ROBT vs. BAMU - Sharpe Ratio Comparison

The current ROBT Sharpe Ratio is 0.70, which is lower than the BAMU Sharpe Ratio of 4.94. The chart below compares the historical Sharpe Ratios of ROBT 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

ROBT vs. BAMU - Drawdown Comparison

The maximum ROBT drawdown since its inception was -44.47%, which is greater than BAMU's maximum drawdown of -0.36%. Use the drawdown chart below to compare losses from any high point for ROBT and BAMU.

Drawdown Indicators

	ROBT	BAMU	Difference
Max Drawdown Largest peak-to-trough decline	-44.47%	-0.36%	-44.11%
Max Drawdown (1Y) Largest decline over 1 year	-21.66%	-0.12%	-21.54%
Max Drawdown (3Y) Largest decline over 3 years	-27.68%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-43.26%	—	—
Current Drawdown Current decline from peak	-10.93%	0.00%	-10.93%
Average Drawdown Average peak-to-trough decline	-15.91%	-0.02%	-15.89%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.75%	0.03%	+7.72%

Volatility

ROBT vs. BAMU - Volatility Comparison

First Trust Nasdaq Artificial Intelligence & Robotics ETF (ROBT) has a higher volatility of 10.81% compared to Brookstone Ultra-Short Bond ETF (BAMU) at 0.09%. This indicates that ROBT'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

	ROBT	BAMU	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.81%	0.09%	+10.72%
Volatility (6M) Calculated over the trailing 6-month period	19.33%	0.39%	+18.94%
Volatility (1Y) Calculated over the trailing 1-year period	24.76%	0.58%	+24.18%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	25.49%	0.87%	+24.62%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.59%	0.87%	+24.72%

ROBT vs. BAMU - Expense Ratio Comparison

ROBT has a 0.65% expense ratio, which is lower than BAMU's 1.09% expense ratio.

Dividends

ROBT vs. BAMU - Dividend Comparison

ROBT has not paid dividends to shareholders, while BAMU's dividend yield for the trailing twelve months is around 3.05%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
BAMU Brookstone Ultra-Short Bond ETF	3.05%	3.20%	3.97%	0.84%	0.00%	0.00%	0.00%	0.00%	0.00%
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF	0.00%	0.00%	0.68%	0.23%	0.35%	0.06%	0.17%	0.42%	0.44%

Frequently Asked Questions

Can I hold both ROBT and BAMU in my portfolio?

ROBT 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, ROBT or BAMU?

ROBT has higher volatility (10.81%) compared to BAMU (0.09%). In terms of maximum drawdown, ROBT dropped -44.47% vs BAMU's -0.36%.

Which ETF is better, ROBT or BAMU?

On 1-year performance, ROBT leads with 17.15% vs 2.87% for BAMU. On fees, ROBT is cheaper at 0.65% 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, ROBT or BAMU?

Over the 1-year period, ROBT has performed better with a 17.15% return vs 2.87%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, ROBT or BAMU?

ROBT is cheaper with a 0.65% expense ratio, compared with 1.09% for BAMU.

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

BAMU has the higher dividend yield at 3.05%, compared with 0.00% for ROBT.

What is the main difference between ROBT and BAMU?

ROBT is categorized as Technology Equities, while BAMU is Ultrashort Bond. They also come from different issuers: First Trust and Brookstone. Their fees differ too: 0.65% for ROBT and 1.09% for BAMU.

Which has better risk-adjusted returns?

BAMU currently has the higher Sharpe Ratio (4.94 vs 0.70), 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.