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BAMG vs PWB

Brookstone Growth Stock ETF vs Invesco Dynamic Large Cap Growth ETF

BAMG

Brookstone Growth Stock ETF

Annual cost

0.89%

Fund size

$139M

PWB

Invesco Dynamic Large Cap Growth ETF

Annual cost

0.55%

Fund size

$2.2B

Key differences

Both BAMG and PWB are equity ETFs. BAMG charges 0.89% a year and PWB 0.55%. The main difference: BAMG follows a active selection strategy; PWB uses index tracking.

  • BAMG follows a active selection strategy; PWB uses index tracking.
  • PWB costs 0.34% less per year.
  • PWB is much larger than BAMG. Larger funds are usually more liquid and less likely to close.
  • PWB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BAMGPWB
Annual cost (TER)0.89%0.55%
Fund size (AUM)$139M$2.2B
Since20232005
Dividend yield0.00%0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+23.6%+37.1%
CAGR 3YN/A+32.7%
CAGR 5YN/A+16.9%
Sharpe 3YN/A1.38
Volatility 1Y14.71%19.16%
Max drawdown-21.00%-32.36%

Similar to BAMG and PWB