BAMU vs VXUS
Brookstone Ultra-Short Bond ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.
Side-by-Side Comparison
| Metric | BAMU | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 1.05% | 0.05% | |
| AUM | $67M | $156.5B | |
| Dividend Yield | 3.02% | 2.60% | |
| Holdings | 6 | 8,747 | |
| YTD Return | +0.84% | +14.57% | |
| 1Y Return | +2.24% | +27.82% | |
| 3Y Return (annualized) | - | +19.27% | |
| 5Y Return (annualized) | - | +9.28% | |
| Volatility (annualized) | 0.5% | 15.1% | |
| Max Drawdown | -0.7% | -39.9% | |
| Fund Family | Brookstone Asset Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Sep 27, 2023 | Jan 26, 2011 |
BAMU vs VXUS Performance
Brookstone Ultra-Short Bond ETF (BAMU) is a ETF from Brookstone Asset Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year BAMU returned +2.24% while VXUS returned +27.82%. Year to date, BAMU is up 0.84% versus a gain of 14.57% for VXUS.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 0.5% for BAMU. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -0.7% for BAMU and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.00. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BAMU charges 1.05% per year while VXUS charges 0.05%. On a $10,000 position that is $105 vs $5 annually, a gap of $100 per year that compounds over a long holding period. On income, BAMU currently yields 3.02% against 2.60% for VXUS.
Holdings Overlap
BAMU and VXUS share 0 holdings out of 7866 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BAMU or VXUS?
BAMU has an expense ratio of 1.05% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $100 per year of difference.
Which performed better, BAMU or VXUS?
Over the past year BAMU returned +2.24% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (3 years), BAMU annualized +3.32% vs +4.86% for VXUS. Past performance does not guarantee future results.
Which is riskier, BAMU or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 0.5% for BAMU. Worst drawdown: BAMU -0.7% vs VXUS -39.9%.
Should I hold both BAMU and VXUS?
BAMU and VXUS have a monthly-return correlation of 0.00, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BAMU and VXUS?
BAMU and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7866 unique securities.
Which pays a higher dividend, BAMU or VXUS?
BAMU yields 3.02% while VXUS yields 2.60%, so BAMU currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.