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BASV vs IUSV

Brown Advisory Sustainable Value ETF vs iShares Core S&P U.S. Value ETF

BASV

Brown Advisory Sustainable Value ETF

Brown Advisory

Annual cost

0.71%

Fund size

$359M

IUSV

iShares Core S&P U.S. Value ETF

iShares

Annual cost

0.04%

Fund size

$25.6B

Key differences

  • IUSV costs 0.67% less per year.
  • IUSV is significantly larger than BASV — larger funds tend to be more liquid and less likely to close.
  • BASV follows a active selection strategy; IUSV uses index tracking.
  • IUSV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BASVIUSV
Annual cost (TER)0.71%0.04%
Fund size (AUM)$359M$25.6B
Since20252000
Dividend yield1.71%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+24.5%
CAGR 3YN/A+16.4%
CAGR 5YN/A+11.1%
Sharpe 3YN/A0.98
Volatility 1Y10.12%
Max drawdown-9.43%-37.54%

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

Similar to BASV and IUSV