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Screener

BAMG vs ISCG

Brookstone Growth Stock ETF vs iShares Morningstar Small-Cap Growth ETF

BAMG

Brookstone Growth Stock ETF

Annual cost

0.89%

Fund size

$139M

ISCG

iShares Morningstar Small-Cap Growth ETF

Annual cost

0.06%

Fund size

$965M

Key differences

Both BAMG and ISCG are equity ETFs. BAMG charges 0.89% a year and ISCG 0.06%. The main difference: BAMG follows a active selection strategy; ISCG uses index tracking.

  • BAMG follows a active selection strategy; ISCG uses index tracking.
  • ISCG costs 0.83% less per year.
  • ISCG is much larger than BAMG. Larger funds are usually more liquid and less likely to close.
  • ISCG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BAMGISCG
Annual cost (TER)0.89%0.06%
Fund size (AUM)$139M$965M
Since20232004
Dividend yield0.00%0.56%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+23.6%+27.5%
CAGR 3YN/A+17.6%
CAGR 5YN/A+4.8%
Sharpe 3YN/A0.72
Volatility 1Y14.71%18.35%
Max drawdown-21.00%-41.48%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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