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BASV vs BSVO

Brown Advisory Sustainable Value ETF vs EA Bridgeway Omni Small-Cap Value ETF

BASV

Brown Advisory Sustainable Value ETF

Annual cost

0.71%

Fund size

$385M

BSVO

EA Bridgeway Omni Small-Cap Value ETF

Annual cost

0.45%

Fund size

$2.3B

Key differences

Both BASV and BSVO are equity ETFs. BASV charges 0.71% a year and BSVO 0.45%. The main difference: BSVO costs 0.26% less per year.

  • BSVO costs 0.26% less per year.
  • BSVO is much larger than BASV. Larger funds are usually more liquid and less likely to close.
  • BSVO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BASVBSVO
Annual cost (TER)0.71%0.45%
Fund size (AUM)$385M$2.3B
Since20252010
Dividend yield1.28%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+43.4%
CAGR 3YN/A+21.0%
CAGR 5YN/AN/A
Sharpe 3YN/A0.82
Volatility 1Y18.90%
Max drawdown-9.43%-28.67%

Similar to BASV and BSVO