Screener
PY vs BAMG
Principal Value ETF vs Brookstone Growth Stock ETF
Key differences
Both PY and BAMG are equity ETFs. PY charges 0.15% a year and BAMG 0.89%. The main difference: PY costs 0.74% less per year.
- PY costs 0.74% less per year.
- PY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PY | BAMG | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.89% |
| Fund size (AUM) | $220M | $139M |
| Since | 2016 | 2023 |
| Dividend yield | 2.11% | 0.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +14.9% | +23.6% |
| CAGR 3Y | +14.2% | N/A |
| CAGR 5Y | +7.4% | N/A |
| Sharpe 3Y | 0.77 | N/A |
| Volatility 1Y | 10.54% | 14.71% |
| Max drawdown | -45.44% | -21.00% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.