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Screener

BAMG vs MDYG

Brookstone Growth Stock ETF vs State Street SPDR S&P 400 Mid Cap Growth ETF

BAMG

Brookstone Growth Stock ETF

Annual cost

0.89%

Fund size

$139M

MDYG

State Street SPDR S&P 400 Mid Cap Growth ETF

Annual cost

0.15%

Fund size

$2.8B

Key differences

Both BAMG and MDYG are equity ETFs. BAMG charges 0.89% a year and MDYG 0.15%. The main difference: BAMG follows a active selection strategy; MDYG uses index tracking.

  • BAMG follows a active selection strategy; MDYG uses index tracking.
  • MDYG costs 0.74% less per year.
  • MDYG is much larger than BAMG. Larger funds are usually more liquid and less likely to close.
  • MDYG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BAMGMDYG
Annual cost (TER)0.89%0.15%
Fund size (AUM)$139M$2.8B
Since20232005
Dividend yield0.00%0.62%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+23.6%+26.6%
CAGR 3YN/A+18.6%
CAGR 5YN/A+7.9%
Sharpe 3YN/A0.81
Volatility 1Y14.71%17.26%
Max drawdown-21.00%-39.28%

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

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