BAMG vs. BBUS

Last updated Jun 4, 2026

BAMG (Brookstone Growth Stock ETF) and BBUS (JP Morgan Betabuilders U.S. Equity ETF) are both Large Cap Growth Equities funds. BAMG is actively managed, while BBUS is passively managed. Over the past year, BAMG returned 27.89% vs 27.47% for BBUS. Their correlation of 0.92 suggests significant overlap in exposure. BAMG charges 0.95%/yr vs 0.02%/yr for BBUS.

Performance

BAMG vs. BBUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brookstone Growth Stock ETF (BAMG) and JP Morgan Betabuilders U.S. Equity ETF (BBUS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with BAMG having a 10.74% return and BBUS slightly lower at 10.60%.

BAMG

• 1D: -0.29%
• 1M: 8.86%
• YTD: 10.74%
• 6M: 10.41%
• 1Y: 27.89%
• 3Y*: —
• 5Y*: —
• 10Y*: —

BBUS

• 1D: -0.74%
• 1M: 5.12%
• YTD: 10.60%
• 6M: 10.47%
• 1Y: 27.47%
• 3Y*: 22.46%
• 5Y*: 13.43%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BAMG vs. BBUS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
BAMG Brookstone Growth Stock ETF	10.74%	17.03%	24.01%	11.91%
BBUS JP Morgan Betabuilders U.S. Equity ETF	10.60%	17.77%	24.89%	12.40%

Correlation

The correlation between BAMG and BBUS is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.89
Correlation (All Time) Calculated using the full available price history since Sep 28, 2023	0.92

The correlation between BAMG and BBUS has been stable across timeframes, ranging from 0.89 to 0.92 - a consistent structural relationship.

BAMG vs. BBUS - Sectors Allocation Comparison

Sectors	BAMG	BBUS
Technology	37.1%	37.1%
Healthcare	12.3%	8.1%
Communication Services	11.7%	10.8%
Financial Services	10.4%	10.8%
Industrials	9.8%	7.2%
Consumer Defensive	8.3%	4.5%
Consumer Cyclical	7.1%	9.4%
Utilities	2.0%	2.6%
Basic Materials	0.8%	1.2%
Energy	0.6%	3.2%
Real Estate	-	1.7%

Return for Risk

BAMG vs. BBUS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BAMG

BAMG Risk / Return Rank: 53
BAMG Sharpe Ratio Rank: 58
BAMG Sortino Ratio Rank: 57
BAMG Omega Ratio Rank: 54
BAMG Calmar Ratio Rank: 44
BAMG Martin Ratio Rank: 50

BBUS

BBUS Risk / Return Rank: 68
BBUS Sharpe Ratio Rank: 70
BBUS Sortino Ratio Rank: 68
BBUS Omega Ratio Rank: 68
BBUS Calmar Ratio Rank: 60
BBUS Martin Ratio Rank: 72

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BAMG vs. BBUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookstone Growth Stock ETF (BAMG) and JP Morgan Betabuilders U.S. Equity ETF (BBUS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	BAMG	BBUS	Difference
Sharpe ratio: Return per unit of total volatility	1.96	2.33	-0.37
Sortino ratio: Return per unit of downside risk	2.68	3.18	-0.50
Omega ratio: Gain probability vs. loss probability	1.33	1.42	-0.09
Calmar ratio: Return relative to maximum drawdown	2.14	3.00	-0.86
Martin ratio: Return relative to average drawdown	8.37	13.76	-5.39
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BAMG vs. BBUS - Sharpe Ratio Comparison

The current BAMG Sharpe Ratio is 1.96, which is comparable to the BBUS Sharpe Ratio of 2.33. The chart below compares the historical Sharpe Ratios of BAMG and BBUS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BAMG	BBUS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.96	2.33	-0.37
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.79	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.45	0.84	+0.62

Drawdowns

BAMG vs. BBUS - Drawdown Comparison

The maximum BAMG drawdown since its inception was -21.00%, smaller than the maximum BBUS drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for BAMG and BBUS.

Drawdown Indicators

	BAMG	BBUS	Difference
Max Drawdown Largest peak-to-trough decline	-21.00%	-35.35%	+14.35%
Max Drawdown (1Y) Largest decline over 1 year	-13.08%	-9.21%	-3.87%
Max Drawdown (3Y) Largest decline over 3 years	—	-19.01%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.46%	—
Current Drawdown Current decline from peak	-0.29%	-0.74%	+0.45%
Average Drawdown Average peak-to-trough decline	-2.51%	-5.46%	+2.95%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.34%	2.00%	+1.34%

Volatility

BAMG vs. BBUS - Volatility Comparison

Brookstone Growth Stock ETF (BAMG) has a higher volatility of 3.68% compared to JP Morgan Betabuilders U.S. Equity ETF (BBUS) at 2.88%. This indicates that BAMG's price experiences larger fluctuations and is considered to be riskier than BBUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BAMG	BBUS	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.68%	2.88%	+0.80%
Volatility (6M) Calculated over the trailing 6-month period	10.86%	8.96%	+1.90%
Volatility (1Y) Calculated over the trailing 1-year period	14.33%	11.87%	+2.46%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.97%	17.03%	-0.06%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.97%	19.59%	-2.62%

BAMG vs. BBUS - Expense Ratio Comparison

BAMG has a 0.95% expense ratio, which is higher than BBUS's 0.02% expense ratio.

Dividends

BAMG vs. BBUS - Dividend Comparison

BAMG has not paid dividends to shareholders, while BBUS's dividend yield for the trailing twelve months is around 0.98%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
BAMG Brookstone Growth Stock ETF	0.00%	0.00%	1.24%	0.12%	0.00%	0.00%	0.00%	0.00%
BBUS JP Morgan Betabuilders U.S. Equity ETF	0.98%	1.07%	1.21%	1.38%	1.57%	1.11%	1.43%	1.37%

Frequently Asked Questions

Can I hold both BAMG and BBUS in my portfolio?

BAMG and BBUS have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BAMG or BBUS?

BAMG has higher volatility (3.68%) compared to BBUS (2.88%). In terms of maximum drawdown, BAMG dropped -21.00% vs BBUS's -35.35%.

Which ETF is better, BAMG or BBUS?

On 1-year performance, BAMG leads with 27.89% vs 27.47% for BBUS. On fees, BBUS is cheaper at 0.02% per year. On volatility, BBUS has been the lower-risk option at 2.88%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BAMG or BBUS?

Over the 1-year period, BAMG has performed better with a 27.89% return vs 27.47%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BAMG or BBUS?

BBUS is cheaper with a 0.02% expense ratio, compared with 0.95% for BAMG.

Which ETF pays a higher dividend yield, BAMG or BBUS?

BBUS has the higher dividend yield at 0.98%, compared with 0.00% for BAMG.

What is the main difference between BAMG and BBUS?

They also come from different issuers: Brookstone and JPMorgan. Their fees differ too: 0.95% for BAMG and 0.02% for BBUS.

Which has better risk-adjusted returns?

BBUS currently has the higher Sharpe Ratio (2.33 vs 1.96), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.