BASV vs IWD

ABASV

BIWD

Measures won0–4IWD wins · of 6 · 5Y

$10,000 · 5Y$17,803VTV · IWD $17,410

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common14.1%BASV and IWD

Brown Advisory Sustainable Value ETF · $422MiShares Russell 1000 Value ETF · $84.7B

[…]3 years · per year[…] · $18,244+22.2%

[…]5 years · per year[…] · $17,410+11.7%

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

0.36%12-mo yield$36 · $134 on $10k1.34%

Cards for this view

BASV

Brown Advisory Sustainable Value

[…]

IWD

iShares Russell 1000 Value

$17,410

MeasureBASVIWD

Fee0.71%0.18%

Cost on $10k a year$71$18

Yield0.36%1.34%

5 years, per year[…]+11.7%

3 years, per year[…]+22.2%

Worst drop · 1Y−9.4%−6.8%

Volatility · 1Y14.5%11.7%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+0.1%	+21.0%	+24.8%	+20.7%	+12.2%	−6.4%	$184.2B
2	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	0.0%	+26.2%	+30.5%	+22.2%	+11.7%	−6.8%	$84.7B
3	ABASV	Brown Advisory Sustainable Value ETFRead Desk	0.71%	0.36%	0.0%	+14.3%	+17.8%	new	new	−9.4%	$422M

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+0.1%	+21.0%	+24.8%	+20.7%	+12.2%	−6.4%	$184.2B
2	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	0.0%	+26.2%	+30.5%	+22.2%	+11.7%	−6.8%	$84.7B
3	ABASV	Brown Advisory Sustainable Value ETFRead Desk	0.71%	0.36%	0.0%	+14.3%	+17.8%	new	new	−9.4%	$422M

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