BAMG vs. GARY
BAMG (Brookstone Growth Stock ETF) and GARY (Mango Growth ETF) are both Large Cap Growth Equities funds. Both are actively managed. Their correlation of 0.83 suggests significant overlap in exposure. BAMG charges 0.95%/yr vs 0.77%/yr for GARY.
Performance
BAMG vs. GARY - Performance Comparison
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Returns By Period
In the year-to-date period, BAMG achieves a 10.77% return, which is significantly lower than GARY's 31.48% return.
BAMG
- 1D
- 0.24%
- 1M
- 1.90%
- 6M
- 9.83%
- YTD
- 10.77%
- 1Y
- 21.17%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
GARY
- 1D
- 1.12%
- 1M
- 1.12%
- 6M
- 24.74%
- YTD
- 31.48%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BAMG vs. GARY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BAMG Brookstone Growth Stock ETF | 10.77% | -0.37% |
GARY Mango Growth ETF | 31.48% | 0.15% |
Correlation
The correlation between BAMG and GARY is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 22, 2025 | 0.83 |
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Return for Risk
BAMG vs. GARY — Risk / Return Rank
BAMG
GARY
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BAMG vs. GARY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookstone Growth Stock ETF (BAMG) and Mango Growth ETF (GARY). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BAMG | GARY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.24 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.63 | — | — |
| Martin ratioReturn relative to average drawdown | 6.24 | — | — |
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Drawdowns
BAMG vs. GARY - Drawdown Comparison
The maximum BAMG drawdown since its inception was -21.00%, which is greater than GARY's maximum drawdown of -10.28%. Use the drawdown chart below to compare losses from any high point for BAMG and GARY.
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Drawdown Indicators
| BAMG | GARY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.00% | -10.28% | -10.72% |
Max Drawdown (1Y)Largest decline over 1 year | -13.08% | — | — |
Current DrawdownCurrent decline from peak | -1.83% | -4.17% | +2.34% |
Average DrawdownAverage peak-to-trough decline | -2.48% | -1.88% | -0.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.40% | — | — |
Volatility
BAMG vs. GARY - Volatility Comparison
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Volatility by Period
| BAMG | GARY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.57% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 12.57% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 15.58% | 21.79% | -6.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.16% | 21.79% | -4.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.16% | 21.79% | -4.63% |
BAMG vs. GARY - Expense Ratio Comparison
BAMG has a 0.95% expense ratio, which is higher than GARY's 0.77% expense ratio.
Dividends
BAMG vs. GARY - Dividend Comparison
BAMG has not paid dividends to shareholders, while GARY's dividend yield for the trailing twelve months is around 0.04%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
BAMG Brookstone Growth Stock ETF | 0.00% | 0.00% | 1.24% | 0.12% |
GARY Mango Growth ETF | 0.04% | 0.05% | 0.00% | 0.00% |
Frequently Asked Questions
BAMG and GARY have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, GARY is cheaper at 0.77% per year. The better choice depends on whether you care most about return, fees, risk, or income.
GARY is cheaper with a 0.77% expense ratio, compared with 0.95% for BAMG.
GARY has the higher dividend yield at 0.04%, compared with 0.00% for BAMG.
They also come from different issuers: Brookstone and Mango. Their fees differ too: 0.95% for BAMG and 0.77% for GARY.
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