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BASV vs DFSU

Brown Advisory Sustainable Value ETF vs Dimensional US Sustainability Core 1 ETF

BASV

Brown Advisory Sustainable Value ETF

Brown Advisory

Annual cost

0.71%

Fund size

$359M

DFSU

Dimensional US Sustainability Core 1 ETF

Dimensional Fund Advisors

Annual cost

0.15%

Fund size

$2.1B

Key differences

  • DFSU costs 0.56% less per year.
  • DFSU is significantly larger than BASV — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

BASVDFSU
Annual cost (TER)0.71%0.15%
Fund size (AUM)$359M$2.1B
Since20252022
Dividend yield0.86%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+25.2%
CAGR 3YN/A+21.2%
CAGR 5YN/AN/A
Sharpe 3YN/A1.08
Volatility 1Y13.26%
Max drawdown-9.43%-19.88%

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

Similar to BASV and DFSU