BAMG vs VOO
Brookstone Growth Stock ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. BAMG delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | BAMG | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.89% | 0.03% | |
| AUM | $132M | $997.4B | |
| Dividend Yield | 0.00% | 1.08% | |
| Holdings | 101 | 509 | |
| YTD Return | +10.89% | +12.25% | |
| 1Y Return | +22.87% | +20.92% | |
| 3Y Return (annualized) | +22.39% | +21.79% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | 15.3% | 14.1% | |
| Max Drawdown | -21.0% | -34.3% | |
| Fund Family | Brookstone Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 27, 2023 | Sep 7, 2010 |
BAMG vs VOO Performance
Brookstone Growth Stock ETF (BAMG) is a ETF from Brookstone Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BAMG returned +22.87% while VOO returned +20.92%. Year to date, BAMG is up 10.89% versus a gain of 12.25% for VOO.
Over three years, BAMG compounded at +22.39% per year against +21.79% for VOO. Across the full 3-year window we track, BAMG has the edge at +22.39% annualized vs +13.45%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BAMG has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -21.0% for BAMG and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BAMG charges 0.89% per year while VOO charges 0.03%. On a $10,000 position that is $89 vs $3 annually, a gap of $86 per year that compounds over a long holding period. On income, BAMG currently yields 0.00% against 1.08% for VOO.
Holdings Overlap
BAMG and VOO share 94 holdings out of 511 unique holdings combined, representing a 48.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BAMG or VOO?
BAMG has an expense ratio of 0.89% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $86 per year of difference.
Which performed better, BAMG or VOO?
Over the past year BAMG returned +22.87% vs +20.92% for VOO, so BAMG leads on 1-year performance. Over the longest common window we track (3 years), BAMG annualized +22.39% vs +13.45% for VOO. Past performance does not guarantee future results.
Which is riskier, BAMG or VOO?
BAMG has been the more volatile fund at 15.3% annualized versus 14.1% for VOO. Worst drawdown: BAMG -21.0% vs VOO -34.3%.
Should I hold both BAMG and VOO?
BAMG and VOO have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between BAMG and VOO?
BAMG and VOO share 94 common holdings with a 48.0% weight overlap. Combined, they hold 511 unique securities.
Which pays a higher dividend, BAMG or VOO?
BAMG yields 0.00% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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