Screener
BAMG vs IVOG
Brookstone Growth Stock ETF vs Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares
Key differences
Both BAMG and IVOG are equity ETFs. BAMG charges 0.89% a year and IVOG 0.10%. The main difference: BAMG follows a active selection strategy; IVOG uses index tracking.
- BAMG follows a active selection strategy; IVOG uses index tracking.
- IVOG costs 0.79% less per year.
- IVOG is much larger than BAMG. Larger funds are usually more liquid and less likely to close.
- IVOG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BAMG | IVOG | |
|---|---|---|
| Annual cost (TER) | 0.89% | 0.10% |
| Fund size (AUM) | $139M | $1.8B |
| Since | 2023 | 2010 |
| Dividend yield | 0.00% | 0.55% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +23.6% | +27.0% |
| CAGR 3Y | N/A | +18.8% |
| CAGR 5Y | N/A | +8.0% |
| Sharpe 3Y | N/A | 0.82 |
| Volatility 1Y | 14.71% | 17.33% |
| Max drawdown | -21.00% | -39.32% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.