Compare · 3 funds side by side · dividends reinvested

BASG, VOO and IVV

BASGBrown Advisory×VOOVanguard×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

BASG, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.1

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.8

Brown Advisory Sustainable Growth ETFUS Stock Styles · Growth0.61%0.00%+8.9%+4.6%[…][…]−18.4%17.8%$516M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: BASG 2025 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Brown Advisory Sustainable Growth ETF · $516M[…]

BASG

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

$10,000 five years ago, dividends reinvested · they hold 26.8% in common

BASGMeasureVOO

+8.9%Year to dateJan 1 → Nov 5+13.4%

+4.6%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,172+24.2%

[…]5 years · per year$10,000 became […] · $18,115+12.6%

0.61%Expense ratio$61 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $105 a year on $10k1.05%

−18.4%Worst dropSmaller is better−8.9%

17.8%VolatilityLower is calmer12.8%

BASGVOO Winner of the row, in its colourEach row: the bigger of the two fills its side

0–6VOO wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BASG vs VOO: Top 5 Holdings

Today

BASG

30.5%in top 5

VOO

in top 528.3%

BASGStockVOO

7.8%NVDA8.4%

7.7%MSFT5.8%

not top 5AAPL7.4%

5.7%Vnot top 5

5.0%AMZN3.7%

4.4%TSMnot top 5

not top 5GOOGL3.1%

Held in common26.8%

End-of-day Nov 5, 2026 · share of each fund

BASG vs VOO Returns, Every Period

Brown AdvisoryBASG

+4.6%

past year

VOOVanguard

+13.5%

past year

BASGVOOFaded: behind in that period

0–2VOO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: BASG vs IVV

YTD

Brown AdvisoryBASG

+8.9%

IVViShares

+13.4%

+8.9%Year to date+13.4%

−18.4%Worst drop · 1Y−8.9%

17.8%Volatility · 1Y12.9%

0.0%Yield1.1%

$516MAssets$887B

4–0IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BASG, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

BASG0.61%$61

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BASG, VOO, IVV

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

VOO1.05%$105

BASG0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

VOO$105 − $3 = $102

BASG$0 − $61 = −$61

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BASG, VOO, IVV

Today

93.5%most shared, VOO and IVV

BASGVOOIVV

BASG—26.8%26.5%

VOO26.8%—93.5%

IVV26.5%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%IVV, at 12.9% volatility

VOOWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

BASGWorst drop−18.4%17.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVVOO

+13.4%Year to date+13.4%

1.1%Yield1.1%

+13.5%Past year+13.5%

0.03%Fee0.03%

0–0level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026