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BAIV vs IWD

Brown Advisory International Value Select ETF vs iShares Russell 1000 Value ETF

BAIV

Brown Advisory International Value Select ETF

Brown Advisory

Annual cost

0.60%

Fund size

$95M

IWD

iShares Russell 1000 Value ETF

iShares

Annual cost

0.18%

Fund size

$74.3B

Key differences

  • IWD costs 0.42% less per year.
  • IWD is significantly larger than BAIV — larger funds tend to be more liquid and less likely to close.
  • BAIV covers global markets; IWD covers north america.
  • BAIV follows a active selection strategy; IWD uses index tracking.
  • IWD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BAIVIWD
Annual cost (TER)0.60%0.18%
Fund size (AUM)$95M$74.3B
Since20262000
Dividend yield1.55%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+30.0%
CAGR 3YN/A+18.4%
CAGR 5YN/A+10.6%
Sharpe 3YN/A1.09
Volatility 1Y10.90%
Max drawdown-11.41%-38.51%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BAIV and IWD