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BAMG vs VUG

Brookstone Growth Stock ETF vs Vanguard Growth Index Fund ETF Shares

BAMG

Brookstone Growth Stock ETF

Annual cost

0.89%

Fund size

$139M

VUG

Vanguard Growth Index Fund ETF Shares

Annual cost

0.03%

Fund size

$393.8B

Key differences

Both BAMG and VUG are equity ETFs. BAMG charges 0.89% a year and VUG 0.03%. The main difference: BAMG follows a active selection strategy; VUG uses index tracking.

  • BAMG follows a active selection strategy; VUG uses index tracking.
  • VUG costs 0.86% less per year.
  • VUG is much larger than BAMG. Larger funds are usually more liquid and less likely to close.
  • VUG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BAMGVUG
Annual cost (TER)0.89%0.03%
Fund size (AUM)$139M$393.8B
Since20232004
Dividend yield0.00%0.37%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+23.6%+23.1%
CAGR 3YN/A+25.5%
CAGR 5YN/A+14.4%
Sharpe 3YN/A1.08
Volatility 1Y14.71%16.26%
Max drawdown-21.00%-35.61%

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

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