Compare · 2 funds side by side · dividends reinvested

BAMG and IWF

BAMGBrookstone×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,559IWF · best of the two

02 / 04

BAMG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Brookstone Growth Stock ETFUS Stock Styles · Growth0.95%0.01%+10.6%+11.4%+23.1%[…]−13.1%16.2%$131M1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: BAMG 2023 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Brookstone Growth Stock ETF · $131M[…]

BAMG

IWF

iShares Russell 1000 Growth ETF · $120B$16,559

$10,000 five years ago, dividends reinvested · they hold 55.6% in common

BAMGMeasureIWF

+10.6%Year to dateJan 1 → Nov 4−0.1%

+11.4%1 yearTotal return−3.0%

+23.1%3 years · per year$10,000 became $18,659 · $18,310+22.3%

[…]5 years · per year$10,000 became […] · $16,559+10.6%

0.95%Expense ratio$95 · $18 a year on $10k · lower is better0.18%

0.01%Trailing 12-mo yield$1 · $37 a year on $10k0.37%

−13.1%Worst dropSmaller is better−15.6%

16.2%VolatilityLower is calmer18.3%

BAMGIWF Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2BAMG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BAMG vs IWF: Top 5 Holdings

Today

BAMG

25.1%in top 5

IWF

in top 539.3%

BAMGStockIWF

4.7%NVDA15.1%

5.3%AAPL8.1%

5.4%MSFT6.1%

not top 5GOOGL5.1%

5.0%AMZNnot top 5

not top 5AVGO4.8%

4.7%LLYnot top 5

Held in common55.6%

End-of-day Nov 4, 2026 · share of each fund

BAMG vs IWF Returns, Every Period

BrookstoneBAMG

+11.4%

past year

IWFiShares

−3.0%

past year

BAMGIWFFaded: behind in that period

3–0BAMG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BAMG vs IWF

YTD

BrookstoneBAMG

+10.6%

IWFiShares

−0.1%

+10.6%Year to date−0.1%

−13.1%Worst drop · 1Y−15.6%

16.2%Volatility · 1Y18.3%

0.0%Yield0.4%

$131MAssets$120B

3–1BAMG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BAMG, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

BAMG0.95%$95

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BAMG, IWF

0.37%highest, IWF

FundTrailing yieldYield$10k

IWF0.37%$37

BAMG0.01%$1

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$19most kept, IWF

IWF$37 − $18 = $19

BAMG$1 − $95 = −$94

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BAMG, IWF

Today

55.6%most shared, BAMG and IWF

BAMGIWF

BAMG—55.6%

IWF55.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.4%BAMG, at 16.2% volatility

BAMGWorst drop−13.1%16.2% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWFBAMG

−0.1%Year to date+10.6%

0.4%Yield0.0%

−3.0%Past year+11.4%

0.18%Fee0.95%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026