XLCI vs. BAMU

Last updated Aug 2, 2026

XLCI (State Street Communication Services Select Sector SPDR Premium Income ETF) and BAMU (Brookstone Ultra-Short Bond ETF) are both exchange-traded funds - XLCI is a Derivative Income fund actively managed by State Street, while BAMU is a Ultrashort Bond fund actively managed by Brookstone. Both are actively managed. Over the past year, XLCI returned 4.28% vs 2.79% for BAMU. Their -0.11 correlation means they have often moved in opposite directions in the past. XLCI charges 0.35%/yr vs 1.09%/yr for BAMU.

Performance

XLCI vs. BAMU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street Communication Services Select Sector SPDR Premium Income ETF (XLCI) 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, XLCI achieves a -2.58% return, which is significantly lower than BAMU's 1.48% return.

XLCI

• 1D: 1.54%
• 1M: -0.56%
• 6M: -4.49%
• YTD: -2.58%
• 1Y: 4.28%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 3.98%

BAMU

• 1D: 0.00%
• 1M: 0.20%
• 6M: 1.24%
• YTD: 1.48%
• 1Y: 2.79%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 3.54%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
BAMU Brookstone Ultra-Short Bond ETF	$222.62K	$224.46K	$216.88K
XLCI State Street Communication Services Select Sector SPDR Premium Income ETF	$102.51K	$79.36K	$72.31K

XLCI vs. BAMU - Yearly Performance Comparison

	2026 (YTD)	2025
XLCI State Street Communication Services Select Sector SPDR Premium Income ETF	-2.58%	6.73%
BAMU Brookstone Ultra-Short Bond ETF	1.48%	1.37%

Correlation

The correlation between XLCI and BAMU is -0.11, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	-0.11
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025	-0.11

Return for Risk

XLCI vs. BAMU — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

XLCI

XLCI Risk / Return Rank: 18
XLCI Sharpe Ratio Rank: 17
XLCI Sortino Ratio Rank: 16
XLCI Omega Ratio Rank: 16
XLCI Calmar Ratio Rank: 18
XLCI Martin Ratio Rank: 20

BAMU

BAMU Risk / Return Rank: 99
BAMU Sharpe Ratio Rank: 99
BAMU Sortino Ratio Rank: 99
BAMU Omega Ratio Rank: 98
BAMU Calmar Ratio Rank: 99
BAMU Martin Ratio Rank: 99

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

XLCI vs. BAMU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street Communication Services Select Sector SPDR Premium Income ETF (XLCI) 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.

	XLCI	BAMU	Difference
Sharpe ratio: Return per unit of total volatility	0.29	4.92	-4.63
Sortino ratio: Return per unit of downside risk	0.47	8.67	-8.19
Omega ratio: Gain probability vs. loss probability	1.06	2.41	-1.35
Calmar ratio: Return relative to maximum drawdown	0.42	24.21	-23.79
Martin ratio: Return relative to average drawdown	1.23	96.11	-94.87

XLCI vs. BAMU - Sharpe Ratio Comparison

The current XLCI Sharpe Ratio is 0.29, which is lower than the BAMU Sharpe Ratio of 4.92. The chart below compares the historical Sharpe Ratios of XLCI 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

XLCI vs. BAMU - Drawdown Comparison

The maximum XLCI drawdown since its inception was -8.44%, which is greater than BAMU's maximum drawdown of -0.36%. Use the drawdown chart below to compare losses from any high point for XLCI and BAMU.

Drawdown Indicators

	XLCI	BAMU	Difference
Max Drawdown Largest peak-to-trough decline	-8.44%	-0.36%	-8.08%
Max Drawdown (1Y) Largest decline over 1 year	-8.44%	-0.12%	-8.32%
Current Drawdown Current decline from peak	-5.54%	0.00%	-5.54%
Average Drawdown Average peak-to-trough decline	-2.06%	-0.02%	-2.04%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.86%	0.03%	+2.83%

Volatility

XLCI vs. BAMU - Volatility Comparison

State Street Communication Services Select Sector SPDR Premium Income ETF (XLCI) has a higher volatility of 5.62% compared to Brookstone Ultra-Short Bond ETF (BAMU) at 0.10%. This indicates that XLCI'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

	XLCI	BAMU	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.62%	0.10%	+5.52%
Volatility (6M) Calculated over the trailing 6-month period	10.27%	0.35%	+9.92%
Volatility (1Y) Calculated over the trailing 1-year period	12.32%	0.58%	+11.74%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.29%	0.85%	+11.44%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.29%	0.85%	+11.44%

XLCI vs. BAMU - Expense Ratio Comparison

XLCI has a 0.35% expense ratio, which is lower than BAMU's 1.09% expense ratio.

Dividends

XLCI vs. BAMU - Dividend Comparison

XLCI's dividend yield for the trailing twelve months is around 11.73%, 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%
XLCI State Street Communication Services Select Sector SPDR Premium Income ETF	11.73%	5.23%	0.00%	0.00%

Frequently Asked Questions

Can I hold both XLCI and BAMU in my portfolio?

XLCI and BAMU have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, XLCI or BAMU?

XLCI has higher volatility (5.62%) compared to BAMU (0.10%). In terms of maximum drawdown, XLCI dropped -8.44% vs BAMU's -0.36%.

Which ETF is better, XLCI or BAMU?

On 1-year performance, XLCI leads with 4.28% vs 2.79% for BAMU. On fees, XLCI is cheaper at 0.35% per year. On volatility, BAMU has been the lower-risk option at 0.10%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, XLCI or BAMU?

Over the 1-year period, XLCI has performed better with a 4.28% return vs 2.79%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, XLCI or BAMU?

XLCI is cheaper with a 0.35% expense ratio, compared with 1.09% for BAMU.

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

XLCI has the higher dividend yield at 11.73%, compared with 3.05% for BAMU.

What is the main difference between XLCI and BAMU?

XLCI is categorized as Derivative Income, while BAMU is Ultrashort Bond. They also come from different issuers: State Street and Brookstone. Their fees differ too: 0.35% for XLCI and 1.09% for BAMU.

Which has better risk-adjusted returns?

BAMU currently has the higher Sharpe Ratio (4.92 vs 0.29), 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.