Screener
ILCB vs BAMG
iShares Morningstar U.S. Equity ETF vs Brookstone Growth Stock ETF
Key differences
Both ILCB and BAMG are equity ETFs. ILCB charges 0.03% a year and BAMG 0.89%. The main difference: ILCB follows a index tracking strategy; BAMG uses active selection.
- ILCB follows a index tracking strategy; BAMG uses active selection.
- ILCB costs 0.86% less per year.
- ILCB is much larger than BAMG. Larger funds are usually more liquid and less likely to close.
- ILCB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ILCB | BAMG | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.89% |
| Fund size (AUM) | $1.3B | $139M |
| Since | 2004 | 2023 |
| Dividend yield | 0.97% | 0.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +25.1% | +23.6% |
| CAGR 3Y | +22.8% | N/A |
| CAGR 5Y | +13.1% | N/A |
| Sharpe 3Y | 1.20 | N/A |
| Volatility 1Y | 12.30% | 14.71% |
| Max drawdown | -35.30% | -21.00% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.