SIXJ vs. BAMU

Last updated Jun 23, 2026

SIXJ (AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF) and BAMU (Brookstone Ultra-Short Bond ETF) are both exchange-traded funds - SIXJ is a Options Trading fund tracking the S&P 500, while BAMU is a Ultrashort Bond fund actively managed by Brookstone. SIXJ is passively managed, while BAMU is actively managed. Over the past year, SIXJ returned 17.77% vs 2.91% for BAMU. At a correlation of -0.02, they often move in opposite directions. SIXJ charges 0.74%/yr vs 1.09%/yr for BAMU.

Performance

SIXJ vs. BAMU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF (SIXJ) 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, SIXJ achieves a 6.14% return, which is significantly higher than BAMU's 1.18% return.

SIXJ

• 1D: -0.00%
• 1M: 0.87%
• YTD: 6.14%
• 6M: 6.45%
• 1Y: 17.77%
• 3Y*: 13.62%
• 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)

SIXJ vs. BAMU - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
SIXJ AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF	6.14%	12.81%	14.48%	8.21%
BAMU Brookstone Ultra-Short Bond ETF	1.18%	3.21%	4.14%	1.20%

Correlation

The correlation between SIXJ 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 (1Y) Calculated over the trailing 1-year period	-0.15
Correlation (All Time) Calculated using the full available price history since Sep 27, 2023	-0.02

The correlation between SIXJ and BAMU shifts across timeframes, from -0.15 (1 year) to -0.02 (all time), reflecting how their relationship changes across market environments.

Return for Risk

SIXJ vs. BAMU — Risk / Return Rank

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

SIXJ

SIXJ Risk / Return Rank: 90
SIXJ Sharpe Ratio Rank: 92
SIXJ Sortino Ratio Rank: 94
SIXJ Omega Ratio Rank: 94
SIXJ Calmar Ratio Rank: 79
SIXJ Martin Ratio Rank: 92

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.

SIXJ vs. BAMU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF (SIXJ) 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.

	SIXJ	BAMU	Difference
Sharpe ratio: Return per unit of total volatility	3.07	5.01	-1.93
Sortino ratio: Return per unit of downside risk	4.49	8.84	-4.34
Omega ratio: Gain probability vs. loss probability	1.66	2.43	-0.77
Calmar ratio: Return relative to maximum drawdown	3.94	24.72	-20.78
Martin ratio: Return relative to average drawdown	21.41	97.90	-76.48

SIXJ vs. BAMU - Sharpe Ratio Comparison

The current SIXJ Sharpe Ratio is 3.07, which is lower than the BAMU Sharpe Ratio of 5.01. The chart below compares the historical Sharpe Ratios of SIXJ 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

SIXJ vs. BAMU - Drawdown Comparison

The maximum SIXJ drawdown since its inception was -14.07%, which is greater than BAMU's maximum drawdown of -0.36%. Use the drawdown chart below to compare losses from any high point for SIXJ and BAMU.

Drawdown Indicators

	SIXJ	BAMU	Difference
Max Drawdown Largest peak-to-trough decline	-14.07%	-0.36%	-13.71%
Max Drawdown (1Y) Largest decline over 1 year	-4.53%	-0.12%	-4.41%
Max Drawdown (3Y) Largest decline over 3 years	-10.89%	—	—
Current Drawdown Current decline from peak	-0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-2.84%	-0.02%	-2.82%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.83%	0.03%	+0.80%

Volatility

SIXJ vs. BAMU - Volatility Comparison

AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF (SIXJ) has a higher volatility of 1.43% compared to Brookstone Ultra-Short Bond ETF (BAMU) at 0.09%. This indicates that SIXJ'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

	SIXJ	BAMU	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.43%	0.09%	+1.34%
Volatility (6M) Calculated over the trailing 6-month period	4.77%	0.40%	+4.37%
Volatility (1Y) Calculated over the trailing 1-year period	5.82%	0.58%	+5.24%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	9.98%	0.87%	+9.11%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	9.98%	0.87%	+9.11%

SIXJ vs. BAMU - Expense Ratio Comparison

SIXJ has a 0.74% expense ratio, which is lower than BAMU's 1.09% expense ratio.

Dividends

SIXJ vs. BAMU - Dividend Comparison

SIXJ 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
BAMU Brookstone Ultra-Short Bond ETF	3.05%	3.20%	3.97%	0.84%
SIXJ AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both SIXJ and BAMU in my portfolio?

SIXJ 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 is riskier, SIXJ or BAMU?

SIXJ has higher volatility (1.43%) compared to BAMU (0.09%). In terms of maximum drawdown, SIXJ dropped -14.07% vs BAMU's -0.36%.

Which ETF is better, SIXJ or BAMU?

On 1-year performance, SIXJ leads with 17.77% vs 2.91% for BAMU. On fees, SIXJ is cheaper at 0.74% 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, SIXJ or BAMU?

Over the 1-year period, SIXJ has performed better with a 17.77% return vs 2.91%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, SIXJ or BAMU?

SIXJ is cheaper with a 0.74% expense ratio, compared with 1.09% for BAMU.

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

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

What is the main difference between SIXJ and BAMU?

SIXJ is categorized as Options Trading, while BAMU is Ultrashort Bond. They also come from different issuers: Allianz and Brookstone. Their fees differ too: 0.74% for SIXJ and 1.09% for BAMU.

Which has better risk-adjusted returns?

BAMU currently has the higher Sharpe Ratio (5.01 vs 3.07), 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.