Screener
ISCV vs BASV
iShares Morningstar Small-Cap Value ETF vs Brown Advisory Sustainable Value ETF
Key differences
- ISCV costs 0.65% less per year.
- ISCV follows a index tracking strategy; BASV uses active selection.
- ISCV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ISCV | BASV | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.71% |
| Fund size (AUM) | $651M | $359M |
| Since | 2004 | 2025 |
| Dividend yield | 1.90% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +31.1% | N/A |
| CAGR 3Y | +16.9% | N/A |
| CAGR 5Y | +7.4% | N/A |
| Sharpe 3Y | 0.71 | N/A |
| Volatility 1Y | 16.50% | — |
| Max drawdown | -51.56% | -9.43% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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