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BASG vs ILCG

Brown Advisory Sustainable Growth ETF vs iShares Morningstar Growth ETF

BASG

Brown Advisory Sustainable Growth ETF

Brown Advisory

Annual cost

0.61%

Fund size

$467M

ILCG

iShares Morningstar Growth ETF

iShares

Annual cost

0.04%

Fund size

$2.9B

Key differences

  • ILCG costs 0.57% less per year.
  • ILCG is significantly larger than BASG — larger funds tend to be more liquid and less likely to close.
  • BASG covers global markets; ILCG covers north america.
  • BASG follows a active selection strategy; ILCG uses index tracking.
  • ILCG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BASGILCG
Annual cost (TER)0.61%0.04%
Fund size (AUM)$467M$2.9B
Since20252004
Dividend yield0.44%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+31.9%
CAGR 3YN/A+27.5%
CAGR 5YN/A+15.4%
Sharpe 3YN/A1.16
Volatility 1Y16.40%
Max drawdown-19.30%-35.38%

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

Similar to BASG and ILCG