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BAMG vs RPG

Brookstone Growth Stock ETF vs Invesco S&P 500 Pure Growth ETF

BAMG

Brookstone Growth Stock ETF

Annual cost

0.89%

Fund size

$139M

RPG

Invesco S&P 500 Pure Growth ETF

Annual cost

0.35%

Fund size

$2.1B

Key differences

Both BAMG and RPG are equity ETFs. BAMG charges 0.89% a year and RPG 0.35%. The main difference: BAMG follows a active selection strategy; RPG uses index tracking.

  • BAMG follows a active selection strategy; RPG uses index tracking.
  • RPG costs 0.54% less per year.
  • RPG is much larger than BAMG. Larger funds are usually more liquid and less likely to close.
  • RPG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BAMGRPG
Annual cost (TER)0.89%0.35%
Fund size (AUM)$139M$2.1B
Since20232006
Dividend yield0.00%0.17%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+23.6%+33.0%
CAGR 3YN/A+26.9%
CAGR 5YN/A+11.7%
Sharpe 3YN/A1.05
Volatility 1Y14.71%20.37%
Max drawdown-21.00%-36.58%

Similar to BAMG and RPG