Compare · 2 funds side by side · dividends reinvested

BASV and IWF

BASVBrown Advisory×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,330IWF · best of the two

02 / 04

BASV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Brown Advisory Sustainable Value ETFUS Stock Styles · Value0.71%0.37%+11.7%+14.9%[…][…]−9.4%14.3%$433M1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B1.5

Rank among the two1st → 2ndFee, 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 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Brown Advisory Sustainable Value ETF · $433M[…]

BASV

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

$10,000 five years ago, dividends reinvested · they hold 6.5% in common

BASVMeasureIWF

+11.7%Year to dateJan 1 → Nov 5−6.5%

+14.9%1 yearTotal return−7.6%

[…]3 years · per year$10,000 became […] · $17,073+19.5%

[…]5 years · per year$10,000 became […] · $15,330+8.9%

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

0.37%Trailing 12-mo yield$37 · $39 a year on $10k0.39%

−9.4%Worst dropSmaller is better−14.6%

14.3%VolatilityLower is calmer19.3%

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

4–2BASV 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 IWF: Top 5 Holdings

Today

BASV

20.8%in top 5

IWF

in top 539.6%

BASVStockIWF

not top 5NVDA14.6%

not top 5AAPL8.5%

4.1%MSFT6.4%

not top 5GOOGL5.3%

4.8%AMZNnot top 5

not top 5AVGO4.7%

4.2%THCnot top 5

3.9%CAHnot top 5

3.8%0Y5X.Lnot top 5

Held in common6.5%

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

BASV vs IWF Returns, Every Period

Brown AdvisoryBASV

+14.9%

past year

IWFiShares

−7.6%

past year

BASVIWFFaded: behind in that period

2–0BASV wins

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

BASV vs IWF

YTD

Brown AdvisoryBASV

+11.7%

IWFiShares

−6.5%

+11.7%Year to date−6.5%

−9.4%Worst drop · 1Y−14.6%

14.3%Volatility · 1Y19.3%

0.4%Yield0.4%

$433MAssets$121B

3–0BASV wins

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

Cost, Income and Risk

Fees: BASV, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

BASV0.71%$71

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

Yields: BASV, IWF

0.39%highest, IWF

FundTrailing yieldYield$10k

IWF0.39%$39

BASV0.37%$37

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

Income After Fees on $10,000

$21most kept, IWF

IWF$39 − $18 = $21

BASV$37 − $71 = −$34

KeptFee

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

Overlap: BASV, IWF

Today

6.5%most shared, BASV and IWF

BASVIWF

BASV—6.5%

IWF6.5%—

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

Return vs Bumpiness: 2 ETFs

+14.9%BASV, at 14.3% volatility

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

IWFBASV

−6.5%Year to date+11.7%

0.4%Yield0.4%

−7.6%Past year+14.9%

0.18%Fee0.71%

2–1BASV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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$62.5B

1–1level

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026