Compare · 2 funds side by side · dividends reinvested

BASV and IUSV

BASVBrown Advisory×IUSViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,624IUSV · best of the two

02 / 04

BASV and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.60%+16.1%+18.7%+19.8%+12.0%−6.4%9.8%$28.4B1.0

Brown Advisory Sustainable Value ETFUS Stock Styles · Value0.71%0.36%+14.5%+17.3%[…][…]−9.4%14.1%$425M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: BASV 2025 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Brown Advisory Sustainable Value ETF · $425M[…]

BASV

IUSV

iShares Core S&P U.S. Value ETF · $28.4B$17,624

$10,000 five years ago, dividends reinvested · they hold 8.9% in common

BASVMeasureIUSV

+14.5%Year to dateJan 1 → Nov 4+16.1%

+17.3%1 yearTotal return+18.7%

[…]3 years · per year$10,000 became […] · $17,194+19.8%

[…]5 years · per year$10,000 became […] · $17,624+12.0%

0.71%Expense ratio$71 · $4 a year on $10k · lower is better0.04%

0.36%Trailing 12-mo yield$36 · $160 a year on $10k1.60%

−9.4%Worst dropSmaller is better−6.4%

14.1%VolatilityLower is calmer9.8%

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

0–6IUSV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BASV vs IUSV: Top 5 Holdings

Today

BASV

19.6%in top 5

IUSV

in top 516.6%

BASVStockIUSV

not top 5AAPL7.5%

4.1%AMZN3.6%

3.9%THCnot top 5

3.9%MSFTnot top 5

3.9%CAHnot top 5

3.7%0Y5X.Lnot top 5

not top 5XOM2.3%

not top 5WMT1.7%

not top 5COST1.4%

Held in common8.9%

End-of-day Nov 4, 2026 · share of each fund

BASV vs IUSV Returns, Every Period

Brown AdvisoryBASV

+17.3%

past year

IUSViShares

+18.7%

past year

BASVIUSVFaded: behind in that period

0–2IUSV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BASV vs IUSV

YTD

Brown AdvisoryBASV

+14.5%

IUSViShares

+16.1%

+14.5%Year to date+16.1%

−9.4%Worst drop · 1Y−6.4%

14.1%Volatility · 1Y9.8%

0.4%Yield1.6%

$425MAssets$28.4B

4–0IUSV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BASV, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

BASV0.71%$71

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BASV, IUSV

1.60%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.60%$160

BASV0.36%$36

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$156most kept, IUSV

IUSV$160 − $4 = $156

BASV$36 − $71 = −$35

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BASV, IUSV

Today

8.9%most shared, BASV and IUSV

BASVIUSV

BASV—8.9%

IUSV8.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.7%IUSV, at 9.8% volatility

IUSVWorst drop−6.4%9.8% vol

BASVWorst drop−9.4%14.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IUSVBASV

+16.1%Year to date+14.5%

1.6%Yield0.4%

+18.7%Past year+17.3%

0.04%Fee0.71%

4–0IUSV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026