BAMG vs LEGR
Comparison between Brookstone Growth Stock ETF (BAMG, ETF) and FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF (LEGR, ETF).
BAMG vs LEGR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BAMG
$129M
LEGR
$129M
Expense Ratio
BAMG
0.89%
Winner
LEGR
0.65%
Max Drawdown
Winner
BAMG
21.79%
LEGR
36.12%
Sharpe Ratio
BAMG
1.27
Winner
LEGR
1.48
5Y Beta
BAMG
1.03
Winner
LEGR
0.78
P/E Ratio
BAMG
33.25
Winner
LEGR
22.56
Forward P/E
BAMG
25.18
Winner
LEGR
17.76
PEG Ratio
Winner
BAMG
0.49
LEGR
0.54
5Y Dividends CAGR
BAMG
N/A
LEGR
26.41%
5Y EPS CAGR
Winner
BAMG
26.28%
LEGR
15.95%
Debt to Equity
BAMG
48.91%
LEGR
N/A
P/S Ratio
BAMG
5.26
Winner
LEGR
0.24
P/B Ratio
BAMG
9.68
Winner
LEGR
3.29
BAMG vs LEGR - Holdings Comparison
BAMG and LEGR have 14 common holdings. Overlap is 15.96%
BAMG's top 25 holdings weight is 63.78%. LEGR's top 25 holdings weight is 40.05%.
| Rank | BAMG | LEGR |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 4.75% | INTEL CORP (INTC) - 3.38% |
| #2 | BROADCOM INC (AVGO) - 4.66% | ADVANCED MICRO DEVICES INC (AMD) - 2.87% |
| #3 | AMAZON.COM INC (AMZN) - 4.53% | MICRON TECHNOLOGY INC (MU) - 2.40% |
| #4 | APPLE INC (AAPL) - 4.41% | INFINEON TECHNOLOGIES AG (n/a) - 1.87% |
| #5 | NVIDIA CORP (NVDA) - 4.32% | SAMSUNG ELECTRONICS CO LTD (n/a) - 1.87% |
| #6 | ELI LILLY AND CO (LLY) - 4.21% | AMAZON.COM INC (AMZN) - 1.61% |
| #7 | MICRON TECHNOLOGY INC (MU) - 3.82% | MORGAN STANLEY (MS) - 1.58% |
| #8 | META PLATFORMS INC CLASS A (META) - 3.68% | CHINA CITIC BANK CORP LTD CLASS H (n/a) - 1.53% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 2.87% | NVIDIA CORP (NVDA) - 1.53% |
| #10 | VISA INC CLASS A (V) - 2.75% | n/a (TSM) - 1.50% |
| #11 | JOHNSON & JOHNSON (JNJ) - 2.45% | ORACLE CORP (ORCL) - 1.49% |
| #12 | COSTCO WHOLESALE CORP (COST) - 1.96% | BAIDU INC ADR (BIDU) - 1.44% |
| #13 | CATERPILLAR INC (CAT) - 1.78% | JD.COM INC ADR (JD) - 1.43% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.78% | n/a (n/a) - 1.42% |
| #15 | NETFLIX INC (NFLX) - 1.63% | MITSUBISHI UFJ FINANCIAL GROUP INC ADR (MUFG) - 1.42% |
| #16 | PROCTER & GAMBLE CO (PG) - 1.60% | SOFTBANK CORP (n/a) - 1.31% |
| #17 | COCA-COLA CO (KO) - 1.57% | PAYPAL HOLDINGS INC (PYPL) - 1.30% |
| #18 | GE AEROSPACE (GE) - 1.55% | n/a (n/a) - 1.29% |
| #19 | LAM RESEARCH CORP (LRCX) - 1.55% | MICROSOFT CORP (MSFT) - 1.29% |
| #20 | APPLIED MATERIALS INC (AMAT) - 1.43% | ENGIE SA (n/a) - 1.28% |
| #21 | ORACLE CORP (ORCL) - 1.38% | NORDEA BANK ABP (n/a) - 1.27% |
| #22 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.37% | MASTERCARD INC CLASS A (MA) - 1.27% |
| #23 | MERCK & CO INC (MRK) - 1.29% | ALIBABA GROUP HOLDING LTD ADR (BABA) - 1.27% |
| #24 | TEXAS INSTRUMENTS INC (TXN) - 1.25% | ICICI BANK LTD ADR (IBN) - 1.22% |
| #25 | n/a (PLTR) - 1.19% | SWISSCOM AG (n/a) - 1.21% |
| Total Holdings | 101 | 112 |
BAMG vs LEGR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BAMG
+3.93%
LEGR
+2.44%
3M
Winner
BAMG
+10.09%
LEGR
+9.24%
6M
BAMG
+5.72%
Winner
LEGR
+10.96%
1Y
BAMG
+24.27%
Winner
LEGR
+25.86%
5Y(CAGR)
BAMG
N/A
LEGR
+11.05%
10Y(CAGR)
BAMG
N/A
LEGR
+11.74%
Max(CAGR)
Winner
BAMG
+22.81%
LEGR
+11.74%
BAMG vs LEGR - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | BAMG | LEGR |
|---|---|---|
| 2026 | +7.31% | +7.22% |
| 2025 | +17.48% | +31.26% |
| 2024 | +24.96% | +17.51% |
| 2023 | +11.91% | +20.55% |
| 2022 | N/A | -20.19% |
| 2021 | N/A | +18.02% |
| 2020 | N/A | +16.98% |
| 2019 | N/A | +27.74% |
| 2018 | N/A | -14.10% |
BAMG vs LEGR Drawdown Comparison
The maximum drawdown for BAMG was -21.00%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The maximum drawdown for LEGR was -36.12%, occurring on Mar 16, 2020. Recovery took 188 trading sessions.
The current BAMG drawdown is -3.69%. The current LEGR drawdown is -4.75%.
| Rank | BAMG | LEGR |
|---|---|---|
| #1 | -21.00% Feb 19, 2025 - Jun 27, 2025 | -36.12% Feb 12, 2020 - Nov 9, 2020 |
| #2 | -13.08% Dec 24, 2025 - May 1, 2026 | -31.46% Jan 12, 2022 - Mar 7, 2024 |
| #3 | -7.63% Jul 16, 2024 - Aug 19, 2024 | -19.98% Sep 25, 2018 - Apr 17, 2019 |
| #4 | -6.73% Oct 11, 2023 - Nov 14, 2023 | -14.25% Feb 18, 2025 - May 8, 2025 |
| #5 | -5.97% Mar 22, 2024 - May 15, 2024 | -11.20% Jan 29, 2018 - Aug 29, 2018 |
| #6 | -5.28% Nov 11, 2025 - Dec 3, 2025 | -10.39% Jan 29, 2026 - Apr 17, 2026 |
| #7 | -5.10% Jul 28, 2025 - Sep 17, 2025 | -8.58% Jul 24, 2019 - Nov 5, 2019 |
| #8 | -4.96% Dec 11, 2024 - Feb 19, 2025 | -7.78% Apr 29, 2019 - Jul 3, 2019 |
| #9 | -3.69% Jun 2, 2026 - Jun 5, 2026 | -7.24% Jul 12, 2024 - Aug 23, 2024 |
| #10 | -3.63% Aug 30, 2024 - Sep 13, 2024 | -6.42% Nov 8, 2021 - Jan 11, 2022 |
| #11 | -3.36% Oct 6, 2025 - Oct 21, 2025 | -6.39% Oct 28, 2025 - Dec 19, 2025 |
| #12 | -3.05% Oct 14, 2024 - Nov 6, 2024 | -5.09% Sep 3, 2021 - Oct 15, 2021 |
| #13 | -2.76% May 21, 2024 - Jun 12, 2024 | -4.86% Apr 3, 2024 - May 6, 2024 |
| #14 | -2.65% Nov 11, 2024 - Nov 25, 2024 | -4.78% Jan 21, 2021 - Feb 5, 2021 |
| #15 | -2.58% Feb 15, 2024 - Feb 27, 2024 | -4.75% Jun 2, 2026 - Jun 5, 2026 |
Correlation
Correlation between BAMG and LEGR is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2018 - 2026)
BAMG vs LEGR dividend yield comparison.
| Year | BAMG | LEGR |
|---|---|---|
| 2026 | 0.00% | 0.22% |
| 2025 | 0.00% | 1.84% |
| 2024 | 1.24% | 2.40% |
| 2023 | 0.12% | 2.56% |
| 2022 | 0.00% | 2.64% |
| 2021 | 0.00% | 1.80% |
| 2020 | 0.00% | 0.95% |
| 2019 | 0.00% | 2.04% |
| 2018 | 0.00% | 1.30% |
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