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BAMG vs SPYG

Brookstone Growth Stock ETF vs State Street SPDR Portfolio S&P 500 Growth ETF

BAMG

Brookstone Growth Stock ETF

Annual cost

0.89%

Fund size

$139M

SPYG

State Street SPDR Portfolio S&P 500 Growth ETF

Annual cost

0.04%

Fund size

$53.9B

Key differences

Both BAMG and SPYG are equity ETFs. BAMG charges 0.89% a year and SPYG 0.04%. The main difference: BAMG follows a active selection strategy; SPYG uses index tracking.

  • BAMG follows a active selection strategy; SPYG uses index tracking.
  • SPYG costs 0.85% less per year.
  • SPYG is much larger than BAMG. Larger funds are usually more liquid and less likely to close.
  • SPYG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BAMGSPYG
Annual cost (TER)0.89%0.04%
Fund size (AUM)$139M$53.9B
Since20232000
Dividend yield0.00%0.46%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+23.6%+28.5%
CAGR 3YN/A+27.5%
CAGR 5YN/A+15.2%
Sharpe 3YN/A1.18
Volatility 1Y14.71%16.53%
Max drawdown-21.00%-32.67%

Similar to BAMG and SPYG