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Screener

BAMG vs ILCG

Brookstone Growth Stock ETF vs iShares Morningstar Growth ETF

BAMG

Brookstone Growth Stock ETF

Annual cost

0.89%

Fund size

$139M

ILCG

iShares Morningstar Growth ETF

Annual cost

0.04%

Fund size

$3.2B

Key differences

Both BAMG and ILCG are equity ETFs. BAMG charges 0.89% a year and ILCG 0.04%. The main difference: BAMG follows a active selection strategy; ILCG uses index tracking.

  • BAMG follows a active selection strategy; ILCG uses index tracking.
  • ILCG costs 0.85% less per year.
  • ILCG is much larger than BAMG. Larger funds are usually more liquid and less likely to close.
  • ILCG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BAMGILCG
Annual cost (TER)0.89%0.04%
Fund size (AUM)$139M$3.2B
Since20232004
Dividend yield0.00%0.41%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+23.6%+23.6%
CAGR 3YN/A+25.8%
CAGR 5YN/A+14.0%
Sharpe 3YN/A1.09
Volatility 1Y14.71%16.85%
Max drawdown-21.00%-35.38%

Similar to BAMG and ILCG