XRLX vs. BAMU

Last updated Jun 23, 2026

XRLX (FundX Conservative ETF) and BAMU (Brookstone Ultra-Short Bond ETF) are both exchange-traded funds - XRLX is a Tactical Allocation fund actively managed by FundX, while BAMU is a Ultrashort Bond fund actively managed by Brookstone. Both are actively managed. Over the past year, XRLX returned 17.73% vs 2.91% for BAMU. At a 0.01 correlation, their price movements are largely independent. XRLX charges 1.63%/yr vs 1.09%/yr for BAMU.

Performance

XRLX vs. BAMU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FundX Conservative ETF (XRLX) 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, XRLX achieves a 7.55% return, which is significantly higher than BAMU's 1.18% return.

XRLX

• 1D: -0.03%
• 1M: 1.28%
• YTD: 7.55%
• 6M: 7.48%
• 1Y: 17.73%
• 3Y*: —
• 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)

XRLX vs. BAMU - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
XRLX FundX Conservative ETF	7.55%	7.85%	17.61%	7.14%
BAMU Brookstone Ultra-Short Bond ETF	1.18%	3.21%	4.14%	1.08%

Correlation

The correlation between XRLX and BAMU is -0.11, 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	-0.11
Correlation (All Time) Calculated using the full available price history since Oct 9, 2023	0.01

The correlation between XRLX and BAMU shifts across timeframes, from -0.11 (1 year) to 0.01 (all time), reflecting how their relationship changes across market environments.

Return for Risk

XRLX vs. BAMU — Risk / Return Rank

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

XRLX

XRLX Risk / Return Rank: 65
XRLX Sharpe Ratio Rank: 64
XRLX Sortino Ratio Rank: 65
XRLX Omega Ratio Rank: 66
XRLX Calmar Ratio Rank: 59
XRLX Martin Ratio Rank: 68

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.

XRLX vs. BAMU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FundX Conservative ETF (XRLX) 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.

	XRLX	BAMU	Difference
Sharpe ratio: Return per unit of total volatility	2.05	5.01	-2.96
Sortino ratio: Return per unit of downside risk	2.91	8.84	-5.93
Omega ratio: Gain probability vs. loss probability	1.38	2.43	-1.04
Calmar ratio: Return relative to maximum drawdown	2.84	24.72	-21.88
Martin ratio: Return relative to average drawdown	12.32	97.90	-85.58

XRLX vs. BAMU - Sharpe Ratio Comparison

The current XRLX Sharpe Ratio is 2.05, which is lower than the BAMU Sharpe Ratio of 5.01. The chart below compares the historical Sharpe Ratios of XRLX 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

XRLX vs. BAMU - Drawdown Comparison

The maximum XRLX drawdown since its inception was -15.33%, which is greater than BAMU's maximum drawdown of -0.36%. Use the drawdown chart below to compare losses from any high point for XRLX and BAMU.

Drawdown Indicators

	XRLX	BAMU	Difference
Max Drawdown Largest peak-to-trough decline	-15.33%	-0.36%	-14.97%
Max Drawdown (1Y) Largest decline over 1 year	-6.28%	-0.12%	-6.16%
Current Drawdown Current decline from peak	-0.75%	0.00%	-0.75%
Average Drawdown Average peak-to-trough decline	-1.70%	-0.02%	-1.68%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.44%	0.03%	+1.41%

Volatility

XRLX vs. BAMU - Volatility Comparison

FundX Conservative ETF (XRLX) has a higher volatility of 3.64% compared to Brookstone Ultra-Short Bond ETF (BAMU) at 0.09%. This indicates that XRLX'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

	XRLX	BAMU	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.64%	0.09%	+3.55%
Volatility (6M) Calculated over the trailing 6-month period	7.31%	0.40%	+6.91%
Volatility (1Y) Calculated over the trailing 1-year period	8.70%	0.58%	+8.12%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.13%	0.87%	+10.26%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.13%	0.87%	+10.26%

XRLX vs. BAMU - Expense Ratio Comparison

XRLX has a 1.63% expense ratio, which is higher than BAMU's 1.09% expense ratio.

Dividends

XRLX vs. BAMU - Dividend Comparison

XRLX's dividend yield for the trailing twelve months is around 2.58%, less 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%
XRLX FundX Conservative ETF	2.58%	2.77%	1.66%	1.68%

Frequently Asked Questions

Can I hold both XRLX and BAMU in my portfolio?

XRLX 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, XRLX or BAMU?

XRLX has higher volatility (3.64%) compared to BAMU (0.09%). In terms of maximum drawdown, XRLX dropped -15.33% vs BAMU's -0.36%.

Which ETF is better, XRLX or BAMU?

On 1-year performance, XRLX leads with 17.73% vs 2.91% for BAMU. On fees, BAMU is cheaper at 1.09% 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, XRLX or BAMU?

Over the 1-year period, XRLX has performed better with a 17.73% return vs 2.91%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, XRLX or BAMU?

BAMU is cheaper with a 1.09% expense ratio, compared with 1.63% for XRLX.

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

BAMU has the higher dividend yield at 3.05%, compared with 2.58% for XRLX.

What is the main difference between XRLX and BAMU?

XRLX is categorized as Tactical Allocation, while BAMU is Ultrashort Bond. They also come from different issuers: FundX and Brookstone. Their fees differ too: 1.63% for XRLX and 1.09% for BAMU.

Which has better risk-adjusted returns?

BAMU currently has the higher Sharpe Ratio (5.01 vs 2.05), 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.