Compare · 3 funds side by side · dividends reinvested

BASV, IUSV and VUG

BASVBrown Advisory×IUSViShares×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,225IUSV · best of the three

Story of the three · IncomeMost incomeIUSV · 1.61% · $161 a year on $10k

Story of the three · RiskSmallest drop

BASV, IUSV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.61%+15.9%+18.0%+17.8%+11.5%−6.4%10.4%$28.7B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.3

Brown Advisory Sustainable Value ETFUS Stock Styles · Value0.71%0.36%+14.8%+17.8%[…][…]−9.4%14.5%$432M2.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: BASV 2025 · IUSV 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Brown Advisory Sustainable Value ETF · $432M[…]

BASV

IUSV

iShares Core S&P U.S. Value ETF · $28.7B$17,225

$10,000 five years ago, dividends reinvested · they hold 9.3% in common

BASV

More Ways to See the Pairs

BASV vs IUSV: Top 5 Holdings

Today

BASV

20.8%in top 5

IUSV

in top 517.0%

BASVStockIUSV

not top 5AAPL7.9%

4.9%AMZN3.9%

4.2%THCnot top 5

4.2%CAHnot top 5

3.9%MSFT

Cost, Income and Risk

Fees: BASV, IUSV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IUSV0.04%$4

BASV0.71%$71

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: BASV, IUSV, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

IUSV

+14.8%Year to dateJan 1 → Nov 11+15.9%

+17.8%1 yearTotal return+18.0%

[…]3 years · per year$10,000 became […] · $16,363+17.8%

[…]5 years · per year$10,000 became […] · $17,225+11.5%

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

0.36%Trailing 12-mo yield$36 · $161 a year on $10k1.61%

−9.4%Worst dropSmaller is better−6.4%

14.5%VolatilityLower is calmer10.4%

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

0–6IUSV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

3.7%0Y5X.Lnot top 5

not top 5XOM2.1%

not top 5WMT1.7%

not top 5COST1.5%

Held in common9.3%

End-of-day Nov 11, 2026 · share of each fund

BASV vs IUSV Returns, Every Period

1Y

Brown AdvisoryBASV

+17.8%

past year

IUSViShares

+18.0%

past year

BASVIUSVFaded: behind in that period

0–2IUSV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

BASV vs IUSV

YTD

Brown AdvisoryBASV

+14.8%

IUSViShares

+15.9%

+14.8%Year to date+15.9%

−9.4%Worst drop · 1Y−6.4%

14.5%Volatility · 1Y10.4%

0.4%Yield1.6%

$432MAssets$28.7B

4–0IUSV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.61%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.61%$161

VUG0.41%$41

BASV0.36%$36

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$157most kept, IUSV

IUSV$161 − $4 = $157

VUG$41 − $3 = $38

BASV$36 − $71 = −$35

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: BASV, IUSV, VUG

Today

24.7%most shared, IUSV and VUG

BASVIUSVVUG

BASV—9.3%9.4%

IUSV9.3%—24.7%

VUG9.4%24.7%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+18.0%IUSV, at 10.4% volatility

IUSVWorst drop−6.4%10.4% vol

BASVWorst drop−9.4%14.5% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IUSVBASV

+15.9%Year to date+14.8%

1.6%Yield0.4%

+18.0%Past year+17.8%

0.04%Fee0.71%

4–0IUSV wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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BASV, IUSV and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three