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BASV vs FBCG

Brown Advisory Sustainable Value ETF vs Fidelity Blue Chip Growth ETF

BASV

Brown Advisory Sustainable Value ETF

Annual cost

0.71%

Fund size

$385M

FBCG

Fidelity Blue Chip Growth ETF

Annual cost

0.57%

Fund size

$6.9B

Key differences

Both BASV and FBCG are equity ETFs. BASV charges 0.71% a year and FBCG 0.57%. The main difference: BASV covers North America; FBCG covers global markets.

  • BASV covers North America; FBCG covers global markets.
  • FBCG costs 0.14% less per year.
  • FBCG is much larger than BASV. Larger funds are usually more liquid and less likely to close.
  • FBCG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BASVFBCG
Annual cost (TER)0.71%0.57%
Fund size (AUM)$385M$6.9B
Since20252020
Dividend yield0.04%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1YN/A+32.6%
CAGR 3YN/A+30.2%
CAGR 5YN/A+14.8%
Sharpe 3YN/A1.12
Volatility 1Y19.05%
Max drawdown-9.43%-43.56%

Similar to BASV and FBCG