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CGCV vs BASV

Capital Group Conservative Equity ETF vs Brown Advisory Sustainable Value ETF

CGCV

Capital Group Conservative Equity ETF

Capital Group

Annual cost

0.33%

Fund size

$1.6B

BASV

Brown Advisory Sustainable Value ETF

Brown Advisory

Annual cost

0.71%

Fund size

$359M

Key differences

  • CGCV costs 0.38% less per year.
  • CGCV is significantly larger than BASV — larger funds tend to be more liquid and less likely to close.
  • CGCV follows a index tracking strategy; BASV uses active selection.

Side-by-side comparison

CGCVBASV
Annual cost (TER)0.33%0.71%
Fund size (AUM)$1.6B$359M
Since20242025
Dividend yield1.49%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+20.2%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.81%
Max drawdown-13.13%-9.43%

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

Similar to CGCV and BASV