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BASV vs LRGF

Brown Advisory Sustainable Value ETF vs iShares U.S. Equity Factor ETF

BASV

Brown Advisory Sustainable Value ETF

Brown Advisory

Annual cost

0.71%

Fund size

$359M

LRGF

iShares U.S. Equity Factor ETF

iShares

Annual cost

0.08%

Fund size

$3.3B

Key differences

  • LRGF costs 0.63% less per year.
  • LRGF is significantly larger than BASV — larger funds tend to be more liquid and less likely to close.
  • BASV follows a active selection strategy; LRGF uses index enhanced.
  • LRGF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BASVLRGF
Annual cost (TER)0.71%0.08%
Fund size (AUM)$359M$3.3B
Since20252015
Dividend yield1.13%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex enhanced
CAGR 1YN/A+27.0%
CAGR 3YN/A+23.3%
CAGR 5YN/A+14.1%
Sharpe 3YN/A1.23
Volatility 1Y12.16%
Max drawdown-9.43%-36.03%

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

Similar to BASV and LRGF