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 8,747 holdings.
Side-by-Side Comparison
| Metric | BAMU | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 1.05% | 0.05% | |
| AUM | $66M | $158.1B | |
| Dividend Yield | 3.01% | 2.59% | |
| Holdings | 7 | 8,747 | |
| YTD Return | +0.32% | +15.57% | |
| 1Y Return | +1.40% | +27.46% | |
| 3Y Return (annualized) | +3.05% | +20.30% | |
| 5Y Return (annualized) | - | +8.96% | |
| Volatility (annualized) | 0.7% | 15.0% | |
| 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 +1.40% while VXUS returned +27.46%. Year to date, BAMU is up 0.32% versus a gain of 15.57% for VXUS.
Over three years, BAMU compounded at +3.05% per year against +20.30% for VXUS. Across the full 3-year window we track, VXUS has the edge at +4.90% annualized vs +3.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.0% compared with 0.7% 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 -0.03. 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 3.01% against 2.59% for VXUS.
Holdings Overlap
BAMU and VXUS share 0 holdings out of 8098 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 +1.40% vs +27.46% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (3 years), BAMU annualized +3.05% vs +4.90% for VXUS. Past performance does not guarantee future results.
Which is riskier, BAMU or VXUS?
VXUS has been the more volatile fund at 15.0% annualized versus 0.7% 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 -0.03, 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 8098 unique securities.
Which pays a higher dividend, BAMU or VXUS?
BAMU yields 3.01% while VXUS yields 2.59%, so BAMU currently pays the higher dividend yield.
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