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BAMG vs VOT

Brookstone Growth Stock ETF vs Vanguard Mid-Cap Growth Index Fund

BAMG

Brookstone Growth Stock ETF

Annual cost

0.89%

Fund size

$139M

VOT

Vanguard Mid-Cap Growth Index Fund

Annual cost

0.05%

Fund size

$33.8B

Key differences

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

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

Side-by-side comparison

BAMGVOT
Annual cost (TER)0.89%0.05%
Fund size (AUM)$139M$33.8B
Since20232006
Dividend yield0.00%0.62%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+23.6%+8.4%
CAGR 3YN/A+16.2%
CAGR 5YN/A+6.3%
Sharpe 3YN/A0.73
Volatility 1Y14.71%16.18%
Max drawdown-21.00%-37.19%

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

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