BAFE vs VT

ABAFE

BVT

Measures won1–3VT wins · of 6 · 5Y

$10,000 · 5Y$15,957VT

Lowest cost0.06%VT · $6 on $10k

Most income1.55%VT · $155 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common19.1%BAFE and VT

BAFE

Brown Advisory Flexible Equity ETF · $1.7BVanguard Total World Stock ETF · $81.8B

[…]3 years · per year[…] · $17,661+20.9%

[…]5 years · per year[…] · $15,957+9.8%

0.54%Expense ratio$54 · $6 on $10k · lower wins0.06%

0.27%12-mo yield$27 · $155 on $10k1.55%

−12.7%Worst dropSmaller wins−9.7%

14.1%VolatilityLower wins14.9%

1–3VT wins

$10,000 · 5 yearsOne scale

Shared top holdingsBAFE · VT

6.7%MSFT3.2%

3.1%NVDA4.5%

4.6%AMZN2.0%

2.0%AAPL4.1%

Held in common19.1%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	ABAFE	Brown Advisory Flexible Equity ETFRead Desk		0.54%	0.27%	+2.1%	+10.5%	+14.6%	new	new	−12.7%	$1.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	ABAFE	Brown Advisory Flexible Equity ETFRead Desk		0.54%	0.27%	+2.1%	+10.5%	+14.6%	new	new	−12.7%	$1.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BAFE vs VT

BAFE

Brown Advisory Flexible Equity

[…]

Vanguard Total World Stock

$15,957

MeasureBAFEVT

Fee0.54%0.06%

Cost on $10k a year$54$6

Yield0.27%1.55%

5 years, per year[…]+9.8%

3 years, per year[…]+20.9%

Worst drop · 1Y−12.7%−9.7%

Volatility · 1Y14.1%14.9%

3–1measures won
VT first

19.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: BAFE, VT

Today

19.1%most shared, BAFE and VT

BAFEVT

BAFE—19.1%

VT19.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$149most kept, VT

VT$155 − $6 = $149

BAFE$27 − $54 = −$27

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee