BASV vs IWD

ABASV

BIWD

Measures won0–4IWD wins · of 6 · 5Y

$10,000 · 5Y$17,246IWD · IWF $15,330

Lowest cost0.18%IWD · $18 on $10k

Most income1.37%IWD · $137 on $10k

Smallest drop−6.8%IWD · worst fall in 1Y

Held in common14.2%BASV and IWD

BASV

IWD

Brown Advisory Sustainable Value ETF · $423MiShares Russell 1000 Value ETF · $83.3B

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

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

0.71%Expense ratio$71 · $18 on $10k · lower wins0.18%

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

−9.4%Worst dropSmaller wins−6.8%

14.3%VolatilityLower wins11.6%

0–4IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBASV · IWD

4.8%AMZN6.1%

4.1%MSFT5.3%

1.0%CSCO1.1%

2.4%BAC0.8%

Held in common14.2%

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

All Three

5Y3 funds

#
1	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$83.3B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	ABASV	Brown Advisory Sustainable Value ETFRead Desk	0.71%	0.37%	−2.5%	+11.7%	+14.9%	new	new	−9.4%	$423M

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

All Three

5Y3 funds

#
1	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$83.3B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	ABASV	Brown Advisory Sustainable Value ETFRead Desk	0.71%	0.37%	−2.5%	+11.7%	+14.9%	new	new	−9.4%	$423M

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

Cards for this view

BASV vs IWD

BASV

Brown Advisory Sustainable Value

[…]

IWD

iShares Russell 1000 Value

$17,246

MeasureBASVIWD

Fee0.71%0.18%

Cost on $10k a year$71$18

Yield0.37%1.37%

5 years, per year[…]+11.5%

3 years, per year[…]+23.0%

Worst drop · 1Y−9.4%−6.8%

Volatility · 1Y14.3%11.6%

4–0measures won
IWD first

14.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

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

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