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BAMG vs IUSG

Brookstone Growth Stock ETF vs iShares Core S&P U.S. Growth ETF

BAMG

Brookstone Growth Stock ETF

Annual cost

0.89%

Fund size

$139M

IUSG

iShares Core S&P U.S. Growth ETF

Annual cost

0.04%

Fund size

$32.6B

Key differences

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

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

Side-by-side comparison

BAMGIUSG
Annual cost (TER)0.89%0.04%
Fund size (AUM)$139M$32.6B
Since20232000
Dividend yield0.00%0.47%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+23.6%+28.5%
CAGR 3YN/A+27.0%
CAGR 5YN/A+14.8%
Sharpe 3YN/A1.18
Volatility 1Y14.71%16.18%
Max drawdown-21.00%-32.35%

Similar to BAMG and IUSG