BAMG vs PSCH
Comparison between Brookstone Growth Stock ETF (BAMG, ETF) and INVESCO S&P SMALLCAP HEALTH CARE ETF (PSCH, ETF).
BAMG vs PSCH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BAMG
$129M
Winner
PSCH
$129M
Expense Ratio
BAMG
0.89%
Winner
PSCH
0.29%
Max Drawdown
Winner
BAMG
21.79%
PSCH
47.32%
Sharpe Ratio
Winner
BAMG
1.27
PSCH
0.50
5Y Beta
BAMG
1.03
Winner
PSCH
0.93
P/E Ratio
BAMG
33.25
Winner
PSCH
-51.40
Forward P/E
BAMG
25.18
Winner
PSCH
17.30
PEG Ratio
BAMG
0.49
PSCH
N/A
5Y EPS CAGR
Winner
BAMG
26.28%
PSCH
4.78%
Debt to Equity
BAMG
48.91%
Winner
PSCH
-243.43%
P/S Ratio
BAMG
5.26
Winner
PSCH
1.27
P/B Ratio
BAMG
9.68
Winner
PSCH
2.73
BAMG vs PSCH - Holdings Comparison
BAMG and PSCH have 1 common holdings. Overlap is 0.00%
BAMG's top 25 holdings weight is 63.78%. PSCH's top 25 holdings weight is 62.19%.
| Rank | BAMG | PSCH |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 4.75% | MOLINA HEALTHCARE INC (MOH) - 4.87% |
| #2 | BROADCOM INC (AVGO) - 4.66% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 4.29% |
| #3 | AMAZON.COM INC (AMZN) - 4.53% | KRYSTAL BIOTECH INC (KRYS) - 4.19% |
| #4 | APPLE INC (AAPL) - 4.41% | GLAUKOS CORP (GKOS) - 3.55% |
| #5 | NVIDIA CORP (NVDA) - 4.32% | ALKERMES PLC (ALKS) - 3.31% |
| #6 | ELI LILLY AND CO (LLY) - 4.21% | PROTAGONIST THERAPEUTICS INC (PTGX) - 3.15% |
| #7 | MICRON TECHNOLOGY INC (MU) - 3.82% | TELEFLEX INC (TFX) - 3.13% |
| #8 | META PLATFORMS INC CLASS A (META) - 3.68% | CORCEPT THERAPEUTICS INC (CORT) - 3.03% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 2.87% | PTC THERAPEUTICS INC (PTCT) - 2.92% |
| #10 | VISA INC CLASS A (V) - 2.75% | TG THERAPEUTICS INC (TGTX) - 2.90% |
| #11 | JOHNSON & JOHNSON (JNJ) - 2.45% | n/a (INDV) - 2.53% |
| #12 | COSTCO WHOLESALE CORP (COST) - 1.96% | LIGAND PHARMACEUTICALS INC (LGND) - 2.49% |
| #13 | CATERPILLAR INC (CAT) - 1.78% | MERIT MEDICAL SYSTEMS INC (MMSI) - 2.05% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.78% | RADNET INC (RDNT) - 2.02% |
| #15 | NETFLIX INC (NFLX) - 1.63% | CATALYST PHARMACEUTICALS INC (CPRX) - 1.94% |
| #16 | PROCTER & GAMBLE CO (PG) - 1.60% | VERACYTE INC (VCYT) - 1.88% |
| #17 | COCA-COLA CO (KO) - 1.57% | ORGANON & CO ORDINARY SHARES (OGN) - 1.87% |
| #18 | GE AEROSPACE (GE) - 1.55% | ICU MEDICAL INC (ICUI) - 1.79% |
| #19 | LAM RESEARCH CORP (LRCX) - 1.55% | INTEGER HOLDINGS CORP (ITGR) - 1.70% |
| #20 | APPLIED MATERIALS INC (AMAT) - 1.43% | CONCENTRA GROUP HOLDINGS PARENT INC (CON) - 1.63% |
| #21 | ORACLE CORP (ORCL) - 1.38% | SUPERNUS PHARMACEUTICALS INC (SUPN) - 1.47% |
| #22 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.37% | ACADIA PHARMACEUTICALS INC (ACAD) - 1.43% |
| #23 | MERCK & CO INC (MRK) - 1.29% | PRIVIA HEALTH GROUP INC (PRVA) - 1.38% |
| #24 | TEXAS INSTRUMENTS INC (TXN) - 1.25% | ALIGNMENT HEALTHCARE INC (ALHC) - 1.38% |
| #25 | n/a (PLTR) - 1.19% | TRANSMEDICS GROUP INC (TMDX) - 1.29% |
| Total Holdings | 101 | 80 |
BAMG vs PSCH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BAMG
+3.93%
PSCH
+1.48%
3M
Winner
BAMG
+10.09%
PSCH
+8.61%
6M
Winner
BAMG
+5.72%
PSCH
+0.87%
1Y
Winner
BAMG
+24.27%
PSCH
+12.15%
5Y(CAGR)
BAMG
N/A
PSCH
-5.32%
10Y(CAGR)
BAMG
N/A
PSCH
+6.92%
Max(CAGR)
Winner
BAMG
+22.81%
PSCH
+11.54%
BAMG vs PSCH - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | BAMG | PSCH |
|---|---|---|
| 2026 | +7.31% | +4.43% |
| 2025 | +17.48% | -1.02% |
| 2024 | +24.96% | +3.82% |
| 2023 | +11.91% | -2.36% |
| 2022 | N/A | -25.52% |
| 2021 | N/A | +5.45% |
| 2020 | N/A | +32.12% |
| 2019 | N/A | +20.46% |
| 2018 | N/A | +8.30% |
| 2017 | N/A | +33.77% |
| 2016 | N/A | +5.04% |
| 2015 | N/A | +21.58% |
| 2014 | N/A | +11.96% |
| 2013 | N/A | +52.69% |
| 2012 | N/A | +12.51% |
| 2011 | N/A | +11.60% |
| 2010 | N/A | +13.10% |
BAMG vs PSCH Drawdown Comparison
The maximum drawdown for BAMG was -21.00%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The maximum drawdown for PSCH was -46.34%, occurring on Oct 27, 2023. This drawdown has not yet recovered.
The current BAMG drawdown is -3.69%. The current PSCH drawdown is -29.14%.
| Rank | BAMG | PSCH |
|---|---|---|
| #1 | -21.00% Feb 19, 2025 - Jun 27, 2025 | -46.34% Jun 25, 2021 - Oct 27, 2023 |
| #2 | -13.08% Dec 24, 2025 - May 1, 2026 | -38.90% Aug 31, 2018 - Nov 9, 2020 |
| #3 | -7.63% Jul 16, 2024 - Aug 19, 2024 | -24.93% Jul 7, 2011 - Feb 27, 2012 |
| #4 | -6.73% Oct 11, 2023 - Nov 14, 2023 | -22.45% Aug 5, 2015 - Sep 7, 2016 |
| #5 | -5.97% Mar 22, 2024 - May 15, 2024 | -17.32% Sep 22, 2016 - Feb 14, 2017 |
| #6 | -5.28% Nov 11, 2025 - Dec 3, 2025 | -14.24% Apr 29, 2010 - Oct 18, 2010 |
| #7 | -5.10% Jul 28, 2025 - Sep 17, 2025 | -12.34% Sep 18, 2012 - Jan 25, 2013 |
| #8 | -4.96% Dec 11, 2024 - Feb 19, 2025 | -11.39% Feb 11, 2021 - Jun 25, 2021 |
| #9 | -3.69% Jun 2, 2026 - Jun 5, 2026 | -10.22% Jan 22, 2014 - Jul 1, 2014 |
| #10 | -3.63% Aug 30, 2024 - Sep 13, 2024 | -9.58% Jan 29, 2018 - Mar 7, 2018 |
| #11 | -3.36% Oct 6, 2025 - Oct 21, 2025 | -9.11% Apr 2, 2012 - Jun 29, 2012 |
| #12 | -3.05% Oct 14, 2024 - Nov 6, 2024 | -7.29% Jul 9, 2012 - Sep 4, 2012 |
| #13 | -2.76% May 21, 2024 - Jun 12, 2024 | -7.23% May 31, 2011 - Jul 7, 2011 |
| #14 | -2.65% Nov 11, 2024 - Nov 25, 2024 | -6.85% Jul 3, 2014 - Oct 28, 2014 |
| #15 | -2.58% Feb 15, 2024 - Feb 27, 2024 | -6.53% Apr 24, 2015 - Jun 10, 2015 |
Correlation
Correlation between BAMG and PSCH is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.48
-101
Dividend Comparison (2010 - 2026)
BAMG vs PSCH dividend yield comparison.
| Year | BAMG | PSCH |
|---|---|---|
| 2026 | 0.00% | 0.00% |
| 2025 | 0.00% | 0.04% |
| 2024 | 1.24% | 0.27% |
| 2023 | 0.12% | 0.01% |
| 2022 | 0.00% | 2.27% |
| 2018 | 0.00% | 0.00% |
| 2016 | 0.00% | 0.03% |
| 2014 | 0.00% | 2.50% |
| 2013 | 0.00% | 0.03% |
| 2012 | 0.00% | 0.48% |
| 2011 | 0.00% | 0.91% |
| 2010 | 0.00% | 0.26% |
Select Stocks to Compare
Popular: BAMG vs SPYPSCH vs SPY
More Comparisons
Compare with similar stocks