Compare · 2 funds side by side · dividends reinvested

IWD and BASV

IWDiShares×BASVBrown Advisory×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,399IWD · best of the two

Story of the two · IncomeMost incomeIWD · 1.34% · $134 a year on $10k

Story of the two · RiskSmallest drop

IWD and BASV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.8%+30.1%+22.6%+11.7%−6.8%11.7%$85.1B1.0

Brown Advisory Sustainable Value ETFUS Stock Styles · Value0.71%0.36%+14.8%+17.8%[…][…]−9.4%14.5%$434M2.0

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

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

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Value ETF · $85.1B$17,399

IWD

BASV

Brown Advisory Sustainable Value ETF · $434M[…]

$10,000 five years ago, dividends reinvested · they hold 14.1% in common

IWDMeasureBASV

+26.8%

More Ways to See the Pairs

IWD vs BASV: Top 5 Holdings

Today

IWD

22.6%in top 5

BASV

in top 520.8%

IWDStockBASV

6.3%AMZN4.9%

6.0%AAPLnot top 5

5.2%MSFT3.9%

not top 5THC4.2%

not top 5CAH

Cost, Income and Risk

Fees: IWD, BASV

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

BASV0.71%$71

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

Yields: IWD, BASV

1Y

1.34%highest, IWD

FundTrailing yieldYield

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

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%

Year to dateJan 1 → Nov 11

+14.8%

+30.1%1 yearTotal return+17.8%

+22.6%3 years · per year$10,000 became $18,413 · […][…]

+11.7%5 years · per year$10,000 became $17,399 · […][…]

0.18%Expense ratio$18 · $71 a year on $10k · lower is better0.71%

1.34%Trailing 12-mo yield$134 · $36 a year on $10k0.36%

−6.8%Worst dropSmaller is better−9.4%

11.7%VolatilityLower is calmer14.5%

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

6–0IWD wins

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

4.2%

not top 50Y5X.L3.7%

2.8%BRK-Bnot top 5

2.4%JPMnot top 5

Held in common14.1%

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

IWD vs BASV Returns, Every Period

1Y

iSharesIWD

+30.1%

past year

BASVBrown Advisory

+17.8%

past year

IWDBASVFaded: behind in that period

2–0IWD wins

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

IWD vs BASV

YTD

iSharesIWD

+26.8%

BASVBrown Advisory

+14.8%

+26.8%Year to date+14.8%

−6.8%Worst drop · 1Y−9.4%

11.7%Volatility · 1Y14.5%

1.3%Yield0.4%

$85.1BAssets$434M

4–0IWD wins

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

$10k

IWD1.34%$134

BASV0.36%$36

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

Income After Fees on $10,000

1Y

$116most kept, IWD

IWD$134 − $18 = $116

BASV$36 − $71 = −$35

KeptFee

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

Overlap: IWD, BASV

Today

14.1%most shared, IWD and BASV

IWDBASV

IWD—14.1%

BASV14.1%—

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

Return vs Bumpiness: 2 ETFs

1Y

+30.1%IWD, at 11.7% volatility

IWDWorst drop−6.8%11.7% vol

BASVWorst drop−9.4%14.5% vol

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

Paid More vs Made More

YTD

IWDBASV

+26.8%Year to date+14.8%

1.3%Yield0.4%

+30.1%Past year+17.8%

0.18%Fee0.71%

4–0IWD 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%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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IWD and BASV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two