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BAIV vs IWX

Brown Advisory International Value Select ETF vs iShares Russell Top 200 Value ETF

BAIV

Brown Advisory International Value Select ETF

Brown Advisory

Annual cost

0.60%

Fund size

$95M

IWX

iShares Russell Top 200 Value ETF

iShares

Annual cost

0.20%

Fund size

$3.4B

Key differences

  • IWX costs 0.40% less per year.
  • IWX is significantly larger than BAIV — larger funds tend to be more liquid and less likely to close.
  • BAIV covers global markets; IWX covers north america.
  • BAIV follows a active selection strategy; IWX uses index tracking.
  • IWX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BAIVIWX
Annual cost (TER)0.60%0.20%
Fund size (AUM)$95M$3.4B
Since20262009
Dividend yield1.53%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+31.0%
CAGR 3YN/A+19.0%
CAGR 5YN/A+11.5%
Sharpe 3YN/A1.21
Volatility 1Y10.13%
Max drawdown-11.41%-35.76%

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

Similar to BAIV and IWX