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BAMG vs IJK

Brookstone Growth Stock ETF vs iShares S&P Mid-Cap 400 Growth ETF

BAMG

Brookstone Growth Stock ETF

Annual cost

0.89%

Fund size

$139M

IJK

iShares S&P Mid-Cap 400 Growth ETF

Annual cost

0.17%

Fund size

$11.0B

Key differences

Both BAMG and IJK are equity ETFs. BAMG charges 0.89% a year and IJK 0.17%. The main difference: BAMG follows a active selection strategy; IJK uses index tracking.

  • BAMG follows a active selection strategy; IJK uses index tracking.
  • IJK costs 0.72% less per year.
  • IJK is much larger than BAMG. Larger funds are usually more liquid and less likely to close.
  • IJK has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BAMGIJK
Annual cost (TER)0.89%0.17%
Fund size (AUM)$139M$11.0B
Since20232000
Dividend yield0.00%0.55%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+23.6%+26.7%
CAGR 3YN/A+18.6%
CAGR 5YN/A+7.9%
Sharpe 3YN/A0.81
Volatility 1Y14.71%17.23%
Max drawdown-21.00%-39.25%

Similar to BAMG and IJK