XJR vs BAMG
Comparison between ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF (XJR, ETF) and Brookstone Growth Stock ETF (BAMG, ETF).
XJR vs BAMG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XJR
$140M
BAMG
$139M
Expense Ratio
Winner
XJR
0.12%
BAMG
0.89%
Max Drawdown
XJR
27.89%
Winner
BAMG
21.79%
Sharpe Ratio
Winner
XJR
1.39
BAMG
1.27
5Y Beta
Winner
XJR
1.02
BAMG
1.03
P/E Ratio
XJR
36.70
Winner
BAMG
32.14
Forward P/E
Winner
XJR
15.68
BAMG
24.27
PEG Ratio
XJR
N/A
BAMG
0.44
5Y Dividends CAGR
XJR
20.23%
BAMG
N/A
5Y EPS CAGR
XJR
9.91%
Winner
BAMG
25.24%
Debt to Equity
XJR
71.50%
Winner
BAMG
31.68%
P/S Ratio
Winner
XJR
1.15
BAMG
5.21
P/B Ratio
Winner
XJR
2.07
BAMG
9.55
XJR vs BAMG - Holdings Comparison
XJR and BAMG have 1 common holdings. Overlap is -1.17%
XJR's top 25 holdings weight is 15.12%. BAMG's top 25 holdings weight is 63.78%.
| Rank | XJR | BAMG |
|---|---|---|
| #1 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.38% | ALPHABET INC CLASS A (GOOGL) - 4.75% |
| #2 | SEMTECH CORP (SMTC) - 1.05% | BROADCOM INC (AVGO) - 4.66% |
| #3 | SANMINA CORP (SANM) - 1.03% | AMAZON.COM INC (AMZN) - 4.53% |
| #4 | VIAVI SOLUTIONS INC (VIAV) - 0.83% | APPLE INC (AAPL) - 4.41% |
| #5 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.68% | NVIDIA CORP (NVDA) - 4.32% |
| #6 | VIASAT INC (VSAT) - 0.67% | ELI LILLY AND CO (LLY) - 4.21% |
| #7 | FORMFACTOR INC (FORM) - 0.66% | MICRON TECHNOLOGY INC (MU) - 3.82% |
| #8 | ELEMENT SOLUTIONS INC (ESI) - 0.66% | META PLATFORMS INC CLASS A (META) - 3.68% |
| #9 | ENPHASE ENERGY INC (ENPH) - 0.64% | ADVANCED MICRO DEVICES INC (AMD) - 2.87% |
| #10 | QORVO INC (QRVO) - 0.59% | VISA INC CLASS A (V) - 2.75% |
| #11 | POWELL INDUSTRIES INC (POWL) - 0.58% | JOHNSON & JOHNSON (JNJ) - 2.45% |
| #12 | VISHAY INTERTECHNOLOGY INC (VSH) - 0.52% | COSTCO WHOLESALE CORP (COST) - 1.96% |
| #13 | KRYSTAL BIOTECH INC (KRYS) - 0.51% | CATERPILLAR INC (CAT) - 1.78% |
| #14 | PLEXUS CORP (PLXS) - 0.51% | MASTERCARD INC CLASS A (MA) - 1.78% |
| #15 | STONEX GROUP INC (SNEX) - 0.51% | NETFLIX INC (NFLX) - 1.63% |
| #16 | JACKSON FINANCIAL INC (JXN) - 0.51% | PROCTER & GAMBLE CO (PG) - 1.60% |
| #17 | ESCO TECHNOLOGIES INC (ESE) - 0.51% | COCA-COLA CO (KO) - 1.57% |
| #18 | MAXLINEAR INC (MXL) - 0.49% | GE AEROSPACE (GE) - 1.55% |
| #19 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.49% | LAM RESEARCH CORP (LRCX) - 1.55% |
| #20 | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.48% | APPLIED MATERIALS INC (AMAT) - 1.43% |
| #21 | FIRST BANCORP (FBP) - 0.42% | ORACLE CORP (ORCL) - 1.38% |
| #22 | n/a (HASI) - 0.35% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.37% |
| #23 | MOELIS & CO CLASS A (MC) - 0.35% | MERCK & CO INC (MRK) - 1.29% |
| #24 | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.35% | TEXAS INSTRUMENTS INC (TXN) - 1.25% |
| #25 | PIPER SANDLER COS (PIPR) - 0.35% | n/a (PLTR) - 1.19% |
| Total Holdings | 498 | 101 |
XJR vs BAMG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XJR
+6.60%
BAMG
+3.56%
3M
Winner
XJR
+19.00%
BAMG
+14.87%
6M
Winner
XJR
+16.64%
BAMG
+8.46%
1Y
Winner
XJR
+31.88%
BAMG
+23.35%
5Y(CAGR)
XJR
+6.10%
BAMG
N/A
Max(CAGR)
XJR
+15.17%
Winner
BAMG
+23.36%
XJR vs BAMG - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | XJR | BAMG |
|---|---|---|
| 2026 | +18.66% | +9.05% |
| 2025 | +5.10% | +17.48% |
| 2024 | +10.38% | +24.96% |
| 2023 | +16.42% | +11.91% |
| 2022 | -18.05% | N/A |
| 2021 | +26.45% | N/A |
| 2020 | +35.61% | N/A |
XJR vs BAMG Drawdown Comparison
The maximum drawdown for XJR was -27.12%, occurring on Apr 8, 2025. Recovery took 280 trading sessions.
The maximum drawdown for BAMG was -21.00%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The current BAMG drawdown is -2.13%.
| Rank | XJR | BAMG |
|---|---|---|
| #1 | -27.12% Nov 25, 2024 - Jan 9, 2026 | -21.00% Feb 19, 2025 - Jun 27, 2025 |
| #2 | -26.88% Nov 5, 2021 - Jul 16, 2024 | -13.08% Dec 24, 2025 - May 1, 2026 |
| #3 | -9.76% Jun 8, 2021 - Nov 3, 2021 | -7.63% Jul 16, 2024 - Aug 19, 2024 |
| #4 | -9.43% Feb 10, 2026 - Apr 14, 2026 | -6.73% Oct 11, 2023 - Nov 14, 2023 |
| #5 | -9.34% Mar 12, 2021 - Jun 8, 2021 | -5.97% Mar 22, 2024 - May 15, 2024 |
| #6 | -9.04% Jul 31, 2024 - Sep 19, 2024 | -5.28% Nov 11, 2025 - Dec 3, 2025 |
| #7 | -6.34% Oct 23, 2020 - Nov 5, 2020 | -5.10% Jul 28, 2025 - Sep 17, 2025 |
| #8 | -4.41% Nov 11, 2024 - Nov 25, 2024 | -5.00% Jun 2, 2026 - Jun 10, 2026 |
| #9 | -4.33% May 6, 2026 - May 26, 2026 | -4.96% Dec 11, 2024 - Feb 19, 2025 |
| #10 | -4.23% Feb 24, 2021 - Mar 8, 2021 | -3.63% Aug 30, 2024 - Sep 13, 2024 |
| #11 | -3.65% Oct 16, 2024 - Nov 6, 2024 | -3.36% Oct 6, 2025 - Oct 21, 2025 |
| #12 | -3.40% Jan 26, 2021 - Feb 4, 2021 | -3.05% Oct 14, 2024 - Nov 6, 2024 |
| #13 | -3.28% Nov 24, 2020 - Dec 4, 2020 | -2.76% May 21, 2024 - Jun 12, 2024 |
| #14 | -3.23% Sep 19, 2024 - Oct 16, 2024 | -2.65% Nov 11, 2024 - Nov 25, 2024 |
| #15 | -2.74% Jan 22, 2026 - Feb 6, 2026 | -2.58% Feb 15, 2024 - Feb 27, 2024 |
Correlation
Correlation between XJR and BAMG is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2020 - 2026)
XJR vs BAMG dividend yield comparison.
| Year | XJR | BAMG |
|---|---|---|
| 2026 | 0.00% | 0.00% |
| 2025 | 1.14% | 0.00% |
| 2024 | 1.96% | 1.24% |
| 2023 | 0.92% | 0.12% |
| 2022 | 1.29% | 0.00% |
| 2021 | 2.00% | 0.00% |
| 2020 | 0.58% | 0.00% |
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