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BASG vs FESM

Brown Advisory Sustainable Growth ETF vs Fidelity Enhanced Small Cap Core ETF

BASG

Brown Advisory Sustainable Growth ETF

Annual cost

0.61%

Fund size

$496M

FESM

Fidelity Enhanced Small Cap Core ETF

Annual cost

0.28%

Fund size

$5.3B

Key differences

Both BASG and FESM are equity ETFs. BASG charges 0.61% a year and FESM 0.28%. The main difference: BASG follows a active selection strategy; FESM uses index enhanced.

  • BASG follows a active selection strategy; FESM uses index enhanced.
  • BASG covers global markets; FESM covers North America.
  • FESM costs 0.33% less per year.
  • FESM is much larger than BASG. Larger funds are usually more liquid and less likely to close.
  • FESM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BASGFESM
Annual cost (TER)0.61%0.28%
Fund size (AUM)$496M$5.3B
Since20252007
Dividend yield0.53%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex enhanced
CAGR 1YN/A+44.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y19.29%
Max drawdown-19.30%-26.93%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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