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BAMG vs VBK

Brookstone Growth Stock ETF vs Vanguard Small-Cap Growth Index Fund ETF Shares

BAMG

Brookstone Growth Stock ETF

Annual cost

0.89%

Fund size

$139M

VBK

Vanguard Small-Cap Growth Index Fund ETF Shares

Annual cost

0.05%

Fund size

$45.5B

Key differences

Both BAMG and VBK are equity ETFs. BAMG charges 0.89% a year and VBK 0.05%. The main difference: BAMG follows a active selection strategy; VBK uses index tracking.

  • BAMG follows a active selection strategy; VBK uses index tracking.
  • VBK costs 0.84% less per year.
  • VBK is much larger than BAMG. Larger funds are usually more liquid and less likely to close.
  • VBK has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BAMGVBK
Annual cost (TER)0.89%0.05%
Fund size (AUM)$139M$45.5B
Since20232004
Dividend yield0.00%0.45%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+23.6%+27.7%
CAGR 3YN/A+17.7%
CAGR 5YN/A+4.9%
Sharpe 3YN/A0.71
Volatility 1Y14.71%19.62%
Max drawdown-21.00%-38.70%

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

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