BAMG vs. OUSA
Compare and contrast key facts about Brookstone Growth Stock ETF (BAMG) and OShares U.S. Quality Dividend ETF (OUSA).
BAMG and OUSA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BAMG is an actively managed fund by Brookstone. It was launched on Sep 26, 2023. OUSA is a passively managed fund by O'Shares Investments that tracks the performance of the O'Shares US Quality Dividend Index. It was launched on Jul 14, 2015.
Performance
BAMG vs. OUSA - Performance Comparison
Loading graphics...
BAMG vs. OUSA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BAMG Brookstone Growth Stock ETF | -9.00% | 17.03% | 24.01% | 11.91% |
OUSA OShares U.S. Quality Dividend ETF | -3.17% | 10.23% | 17.09% | 10.41% |
Returns By Period
In the year-to-date period, BAMG achieves a -9.00% return, which is significantly lower than OUSA's -3.17% return.
BAMG
- 1D
- 3.10%
- 1M
- -6.08%
- YTD
- -9.00%
- 6M
- -4.14%
- 1Y
- 14.37%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
OUSA
- 1D
- 1.44%
- 1M
- -6.28%
- YTD
- -3.17%
- 6M
- -0.83%
- 1Y
- 6.15%
- 3Y*
- 11.51%
- 5Y*
- 8.66%
- 10Y*
- 9.93%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BAMG vs. OUSA - Expense Ratio Comparison
BAMG has a 0.95% expense ratio, which is higher than OUSA's 0.48% expense ratio.
Return for Risk
BAMG vs. OUSA — Risk / Return Rank
BAMG
OUSA
BAMG vs. OUSA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookstone Growth Stock ETF (BAMG) and OShares U.S. Quality Dividend ETF (OUSA). 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 | OUSA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 0.45 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.16 | 0.74 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.10 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 0.75 | +0.38 |
Martin ratioReturn relative to average drawdown | 4.21 | 3.10 | +1.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BAMG | OUSA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 0.45 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.65 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.66 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.99 | 0.66 | +0.33 |
Correlation
The correlation between BAMG and OUSA is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BAMG vs. OUSA - Dividend Comparison
BAMG has not paid dividends to shareholders, while OUSA's dividend yield for the trailing twelve months is around 1.46%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAMG Brookstone Growth Stock ETF | 0.00% | 0.00% | 1.24% | 0.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
OUSA OShares U.S. Quality Dividend ETF | 1.46% | 1.39% | 1.50% | 1.81% | 1.92% | 1.56% | 2.03% | 2.31% | 3.06% | 2.15% | 2.32% | 1.17% |
Drawdowns
BAMG vs. OUSA - Drawdown Comparison
The maximum BAMG drawdown since its inception was -21.00%, smaller than the maximum OUSA drawdown of -33.12%. Use the drawdown chart below to compare losses from any high point for BAMG and OUSA.
Loading graphics...
Drawdown Indicators
| BAMG | OUSA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.00% | -33.12% | +12.12% |
Max Drawdown (1Y)Largest decline over 1 year | -13.08% | -9.80% | -3.28% |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.54% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.12% | — |
Current DrawdownCurrent decline from peak | -10.39% | -6.65% | -3.74% |
Average DrawdownAverage peak-to-trough decline | -2.56% | -3.53% | +0.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 2.39% | +1.12% |
Volatility
BAMG vs. OUSA - Volatility Comparison
Brookstone Growth Stock ETF (BAMG) has a higher volatility of 5.48% compared to OShares U.S. Quality Dividend ETF (OUSA) at 3.78%. This indicates that BAMG's price experiences larger fluctuations and is considered to be riskier than OUSA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BAMG | OUSA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.48% | 3.78% | +1.70% |
Volatility (6M)Calculated over the trailing 6-month period | 11.13% | 7.27% | +3.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.26% | 13.88% | +6.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.11% | 13.31% | +3.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.11% | 15.15% | +1.96% |