Skip to content
Beacon
Screener

BAMG vs IWO

Brookstone Growth Stock ETF vs iShares Russell 2000 Growth ETF

BAMG

Brookstone Growth Stock ETF

Annual cost

0.89%

Fund size

$139M

IWO

iShares Russell 2000 Growth ETF

Annual cost

0.24%

Fund size

$14.7B

Key differences

Both BAMG and IWO are equity ETFs. BAMG charges 0.89% a year and IWO 0.24%. The main difference: BAMG follows a active selection strategy; IWO uses index tracking.

  • BAMG follows a active selection strategy; IWO uses index tracking.
  • IWO costs 0.65% less per year.
  • IWO is much larger than BAMG. Larger funds are usually more liquid and less likely to close.
  • IWO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BAMGIWO
Annual cost (TER)0.89%0.24%
Fund size (AUM)$139M$14.7B
Since20232000
Dividend yield0.00%0.40%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+23.6%+33.4%
CAGR 3YN/A+18.5%
CAGR 5YN/A+4.9%
Sharpe 3YN/A0.71
Volatility 1Y14.71%21.80%
Max drawdown-21.00%-42.01%

Similar to BAMG and IWO