Skip to content
Beacon
Screener

BASV vs FNDB

Brown Advisory Sustainable Value ETF vs Schwab Fundamental U.S. Broad Market ETF

BASV

Brown Advisory Sustainable Value ETF

Brown Advisory

Annual cost

0.71%

Fund size

$359M

FNDB

Schwab Fundamental U.S. Broad Market ETF

Schwab ETFs

Annual cost

0.25%

Fund size

$1.3B

Key differences

  • FNDB costs 0.46% less per year.
  • FNDB is significantly larger than BASV — larger funds tend to be more liquid and less likely to close.
  • BASV follows a active selection strategy; FNDB uses index tracking.
  • FNDB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BASVFNDB
Annual cost (TER)0.71%0.25%
Fund size (AUM)$359M$1.3B
Since20252013
Dividend yield1.49%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+34.8%
CAGR 3YN/A+20.9%
CAGR 5YN/A+13.1%
Sharpe 3YN/A1.23
Volatility 1Y10.89%
Max drawdown-9.43%-38.17%

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

Similar to BASV and FNDB