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PSET vs BAMG

Principal Quality ETF vs Brookstone Growth Stock ETF

PSET

Principal Quality ETF

Annual cost

0.15%

Fund size

$29M

BAMG

Brookstone Growth Stock ETF

Annual cost

0.89%

Fund size

$139M

Key differences

Both PSET and BAMG are equity ETFs. PSET charges 0.15% a year and BAMG 0.89%. The main difference: PSET costs 0.74% less per year.

  • PSET costs 0.74% less per year.
  • BAMG is much larger than PSET. Larger funds are usually more liquid and less likely to close.
  • PSET has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSETBAMG
Annual cost (TER)0.15%0.89%
Fund size (AUM)$29M$139M
Since20162023
Dividend yield0.62%0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+6.3%+23.6%
CAGR 3Y+13.4%N/A
CAGR 5Y+8.8%N/A
Sharpe 3Y0.63N/A
Volatility 1Y12.79%14.71%
Max drawdown-34.74%-21.00%

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

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