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BAMG vs VIOG

Brookstone Growth Stock ETF vs Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares

BAMG

Brookstone Growth Stock ETF

Annual cost

0.89%

Fund size

$139M

VIOG

Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares

Annual cost

0.10%

Fund size

$993M

Key differences

Both BAMG and VIOG are equity ETFs. BAMG charges 0.89% a year and VIOG 0.10%. The main difference: BAMG follows a active selection strategy; VIOG uses index tracking.

  • BAMG follows a active selection strategy; VIOG uses index tracking.
  • VIOG costs 0.79% less per year.
  • VIOG is much larger than BAMG. Larger funds are usually more liquid and less likely to close.
  • VIOG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BAMGVIOG
Annual cost (TER)0.89%0.10%
Fund size (AUM)$139M$993M
Since20232010
Dividend yield0.00%0.83%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+23.6%+25.7%
CAGR 3YN/A+15.9%
CAGR 5YN/A+5.4%
Sharpe 3YN/A0.66
Volatility 1Y14.71%17.62%
Max drawdown-21.00%-41.73%

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

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