Compare · 3 funds side by side · dividends reinvested

BASV, IWD and IWF

BASVBrown Advisory×IWDiShares×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,246IWD · best of the three

02 / 04

BASV, IWD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.1%+29.3%+23.0%+11.5%−6.8%11.6%$83.3B1.0

Brown Advisory Sustainable Value ETFUS Stock Styles · Value0.71%0.37%+11.7%+14.9%[…][…]−9.4%14.3%$423M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.4

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: BASV 2025 · IWD 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Brown Advisory Sustainable Value ETF · $423M[…]

BASV

IWD

iShares Russell 1000 Value ETF · $83.3B$17,246

$10,000 five years ago, dividends reinvested · they hold 14.2% in common

BASVMeasureIWD

+11.7%Year to dateJan 1 → Nov 5+24.1%

+14.9%1 yearTotal return+29.3%

[…]3 years · per year$10,000 became […] · $18,611+23.0%

[…]5 years · per year$10,000 became […] · $17,246+11.5%

0.71%Expense ratio$71 · $18 a year on $10k · lower is better0.18%

0.37%Trailing 12-mo yield$37 · $137 a year on $10k1.37%

−9.4%Worst dropSmaller is better−6.8%

14.3%VolatilityLower is calmer11.6%

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

0–6IWD wins

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

More Ways to See the Pairs

BASV vs IWD: Top 5 Holdings

Today

BASV

20.8%in top 5

IWD

in top 522.6%

BASVStockIWD

4.8%AMZN6.1%

not top 5AAPL6.0%

4.1%MSFT5.3%

4.2%THCnot top 5

3.9%CAHnot top 5

3.8%0Y5X.Lnot top 5

not top 5BRK-B2.8%

not top 5JPM2.4%

Held in common14.2%

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

BASV vs IWD Returns, Every Period

Brown AdvisoryBASV

+14.9%

past year

IWDiShares

+29.3%

past year

BASVIWDFaded: behind in that period

0–2IWD wins

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

BASV vs IWD

YTD

Brown AdvisoryBASV

+11.7%

IWDiShares

+24.1%

+11.7%Year to date+24.1%

−9.4%Worst drop · 1Y−6.8%

14.3%Volatility · 1Y11.6%

0.4%Yield1.4%

$423MAssets$83.3B

4–0IWD wins

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

Cost, Income and Risk

Fees: BASV, IWD, IWF

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

IWF0.18%$18

BASV0.71%$71

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

Yields: BASV, IWD, IWF

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

IWF0.39%$39

BASV0.37%$37

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

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

IWF$39 − $18 = $21

BASV$37 − $71 = −$34

KeptFee

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

Overlap: BASV, IWD, IWF

Today

18.7%most shared, IWD and IWF

BASVIWDIWF

BASV—14.2%6.5%

IWD14.2%—18.7%

IWF6.5%18.7%—

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

Return vs Bumpiness: 3 ETFs

+29.3%IWD, at 11.6% volatility

IWDWorst drop−6.8%11.6% vol

BASVWorst drop−9.4%14.3% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

IWDBASV

+24.1%Year to date+11.7%

1.4%Yield0.4%

+29.3%Past year+14.9%

0.18%Fee0.71%

4–0IWD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026