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Screener

BAMG vs IWF

Brookstone Growth Stock ETF vs iShares Russell 1000 Growth ETF

BAMG

Brookstone Growth Stock ETF

Annual cost

0.89%

Fund size

$139M

IWF

iShares Russell 1000 Growth ETF

Annual cost

0.18%

Fund size

$132.3B

Key differences

Both BAMG and IWF are equity ETFs. BAMG charges 0.89% a year and IWF 0.18%. The main difference: BAMG follows a active selection strategy; IWF uses index tracking.

  • BAMG follows a active selection strategy; IWF uses index tracking.
  • IWF costs 0.71% less per year.
  • IWF is much larger than BAMG. Larger funds are usually more liquid and less likely to close.
  • IWF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BAMGIWF
Annual cost (TER)0.89%0.18%
Fund size (AUM)$139M$132.3B
Since20232000
Dividend yield0.00%0.33%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+23.6%+21.3%
CAGR 3YN/A+24.5%
CAGR 5YN/A+14.6%
Sharpe 3YN/A1.05
Volatility 1Y14.71%15.79%
Max drawdown-21.00%-32.72%

Similar to BAMG and IWF