SHOC vs. BAMU

Last updated Jun 23, 2026

SHOC (Strive U.S. Semiconductor ETF) and BAMU (Brookstone Ultra-Short Bond ETF) are both exchange-traded funds - SHOC is a Semiconductors fund tracking the Bloomberg US Listed Semiconductors Select Index - Benchmark TR Gross, while BAMU is a Ultrashort Bond fund actively managed by Brookstone. SHOC is passively managed, while BAMU is actively managed. Over the past year, SHOC returned 152.44% vs 2.91% for BAMU. At a correlation of -0.02, they often move in opposite directions. SHOC charges 0.40%/yr vs 1.09%/yr for BAMU.

Performance

SHOC vs. BAMU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Strive U.S. Semiconductor ETF (SHOC) 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, SHOC achieves a 81.69% return, which is significantly higher than BAMU's 1.18% return.

SHOC

• 1D: 1.74%
• 1M: 15.76%
• YTD: 81.69%
• 6M: 81.47%
• 1Y: 152.44%
• 3Y*: 56.12%
• 5Y*: —
• 10Y*: —

BAMU

• 1D: 0.02%
• 1M: 0.16%
• YTD: 1.18%
• 6M: 1.23%
• 1Y: 2.91%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

SHOC vs. BAMU - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
SHOC Strive U.S. Semiconductor ETF	81.69%	49.91%	16.74%	25.24%
BAMU Brookstone Ultra-Short Bond ETF	1.18%	3.21%	4.14%	1.20%

Correlation

The correlation between SHOC and BAMU is -0.16, 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	-0.16
Correlation (All Time) Calculated using the full available price history since Sep 27, 2023	-0.02

The correlation between SHOC and BAMU shifts across timeframes, from -0.16 (1 year) to -0.02 (all time), reflecting how their relationship changes across market environments.

Return for Risk

SHOC vs. BAMU — Risk / Return Rank

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

SHOC

SHOC Risk / Return Rank: 95
SHOC Sharpe Ratio Rank: 97
SHOC Sortino Ratio Rank: 93
SHOC Omega Ratio Rank: 93
SHOC Calmar Ratio Rank: 97
SHOC Martin Ratio Rank: 96

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.

SHOC vs. BAMU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Strive U.S. Semiconductor ETF (SHOC) 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.

	SHOC	BAMU	Difference
Sharpe ratio: Return per unit of total volatility	4.40	5.01	-0.61
Sortino ratio: Return per unit of downside risk	4.38	8.84	-4.46
Omega ratio: Gain probability vs. loss probability	1.61	2.43	-0.82
Calmar ratio: Return relative to maximum drawdown	10.51	24.72	-14.21
Martin ratio: Return relative to average drawdown	37.16	97.90	-60.73

SHOC vs. BAMU - Sharpe Ratio Comparison

The current SHOC Sharpe Ratio is 4.40, which is comparable to the BAMU Sharpe Ratio of 5.01. The chart below compares the historical Sharpe Ratios of SHOC 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

SHOC vs. BAMU - Drawdown Comparison

The maximum SHOC drawdown since its inception was -37.54%, which is greater than BAMU's maximum drawdown of -0.36%. Use the drawdown chart below to compare losses from any high point for SHOC and BAMU.

Drawdown Indicators

	SHOC	BAMU	Difference
Max Drawdown Largest peak-to-trough decline	-37.54%	-0.36%	-37.18%
Max Drawdown (1Y) Largest decline over 1 year	-14.59%	-0.12%	-14.47%
Max Drawdown (3Y) Largest decline over 3 years	-37.54%	—	—
Current Drawdown Current decline from peak	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-7.44%	-0.02%	-7.42%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.12%	0.03%	+4.09%

Volatility

SHOC vs. BAMU - Volatility Comparison

Strive U.S. Semiconductor ETF (SHOC) has a higher volatility of 17.00% compared to Brookstone Ultra-Short Bond ETF (BAMU) at 0.09%. This indicates that SHOC'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

	SHOC	BAMU	Difference
Volatility (1M) Calculated over the trailing 1-month period	17.00%	0.09%	+16.91%
Volatility (6M) Calculated over the trailing 6-month period	28.12%	0.40%	+27.72%
Volatility (1Y) Calculated over the trailing 1-year period	34.93%	0.58%	+34.35%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	35.86%	0.87%	+34.99%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	35.86%	0.87%	+34.99%

SHOC vs. BAMU - Expense Ratio Comparison

SHOC has a 0.40% expense ratio, which is lower than BAMU's 1.09% expense ratio.

Dividends

SHOC vs. BAMU - Dividend Comparison

SHOC's dividend yield for the trailing twelve months is around 0.13%, less than BAMU's 3.05% yield.

Position	TTM	2025	2024	2023	2022
BAMU Brookstone Ultra-Short Bond ETF	3.05%	3.20%	3.97%	0.84%	0.00%
SHOC Strive U.S. Semiconductor ETF	0.13%	0.23%	0.35%	0.65%	0.24%

Frequently Asked Questions

Can I hold both SHOC and BAMU in my portfolio?

SHOC and BAMU have a correlation of -0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SHOC or BAMU?

SHOC has higher volatility (17.00%) compared to BAMU (0.09%). In terms of maximum drawdown, SHOC dropped -37.54% vs BAMU's -0.36%.

Which ETF is better, SHOC or BAMU?

On 1-year performance, SHOC leads with 152.44% vs 2.91% for BAMU. On fees, SHOC is cheaper at 0.40% 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, SHOC or BAMU?

Over the 1-year period, SHOC has performed better with a 152.44% return vs 2.91%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, SHOC or BAMU?

SHOC is cheaper with a 0.40% expense ratio, compared with 1.09% for BAMU.

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

BAMU has the higher dividend yield at 3.05%, compared with 0.13% for SHOC.

What is the main difference between SHOC and BAMU?

SHOC is categorized as Semiconductors, while BAMU is Ultrashort Bond. They also come from different issuers: Strive and Brookstone. Their fees differ too: 0.40% for SHOC and 1.09% for BAMU.

Which has better risk-adjusted returns?

BAMU currently has the higher Sharpe Ratio (5.01 vs 4.40), 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.