BAMG vs. SPY
Compare and contrast key facts about Brookstone Growth Stock ETF (BAMG) and SPDR S&P 500 ETF (SPY).
BAMG and SPY 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. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BAMG or SPY.
Correlation
The correlation between BAMG and SPY is 0.92, 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.
Performance
BAMG vs. SPY - Performance Comparison
Key characteristics
BAMG:
1.73
SPY:
1.97
BAMG:
2.36
SPY:
2.64
BAMG:
1.30
SPY:
1.36
BAMG:
3.14
SPY:
2.97
BAMG:
11.08
SPY:
12.34
BAMG:
2.16%
SPY:
2.03%
BAMG:
13.79%
SPY:
12.68%
BAMG:
-7.63%
SPY:
-55.19%
BAMG:
-0.25%
SPY:
-0.01%
Returns By Period
In the year-to-date period, BAMG achieves a 4.45% return, which is significantly higher than SPY's 4.03% return.
BAMG
4.45%
2.95%
12.97%
21.32%
N/A
N/A
SPY
4.03%
2.85%
10.70%
23.01%
14.30%
13.22%
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. SPY - Expense Ratio Comparison
BAMG has a 0.95% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
BAMG vs. SPY — Risk-Adjusted Performance Rank
BAMG
SPY
BAMG vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookstone Growth Stock ETF (BAMG) and SPDR S&P 500 ETF (SPY). 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.
Dividends
BAMG vs. SPY - Dividend Comparison
BAMG's dividend yield for the trailing twelve months is around 1.19%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAMG Brookstone Growth Stock ETF | 1.19% | 1.24% | 0.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
BAMG vs. SPY - Drawdown Comparison
The maximum BAMG drawdown since its inception was -7.63%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BAMG and SPY. For additional features, visit the drawdowns tool.
Volatility
BAMG vs. SPY - Volatility Comparison
Brookstone Growth Stock ETF (BAMG) and SPDR S&P 500 ETF (SPY) have volatilities of 3.05% and 3.15%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.