Skip to content
Beacon
Screener

BASG vs ISCV

Brown Advisory Sustainable Growth ETF vs iShares Morningstar Small-Cap Value ETF

BASG

Brown Advisory Sustainable Growth ETF

Brown Advisory

Annual cost

0.61%

Fund size

$467M

ISCV

iShares Morningstar Small-Cap Value ETF

iShares

Annual cost

0.06%

Fund size

$651M

Key differences

  • ISCV costs 0.55% less per year.
  • BASG covers global markets; ISCV covers north america.
  • BASG follows a active selection strategy; ISCV uses index tracking.
  • ISCV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BASGISCV
Annual cost (TER)0.61%0.06%
Fund size (AUM)$467M$651M
Since20252004
Dividend yield1.90%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+31.1%
CAGR 3YN/A+16.9%
CAGR 5YN/A+7.4%
Sharpe 3YN/A0.71
Volatility 1Y16.50%
Max drawdown-19.30%-51.56%

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

Similar to BASG and ISCV