BASV vs VTV

ABASV

BVTV

Measures won0–4VTV wins · of 6 · 5Y

$10,000 · 5Y$17,842VTV

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 common7.6%BASV and VTV

BASV

VTV

Brown Advisory Sustainable Value ETF · $425MVanguard Morningstar Value ETF · $184B

[…]3 years · per year[…] · $18,466+22.7%

[…]5 years · per year[…] · $17,842+12.3%

0.71%Expense ratio$71 · $3 on $10k · lower wins0.03%

0.37%12-mo yield$37 · $183 on $10k1.83%

−9.4%Worst dropSmaller wins−6.4%

14.0%VolatilityLower wins10.1%

0–4VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsBASV · VTV

2.4%BAC1.4%

1.0%CSCO1.4%

2.8%C0.8%

1.5%GILD0.7%

Held in common7.6%

End-of-day Nov 3, 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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	ABASV	Brown Advisory Sustainable Value ETFRead Desk		0.71%	0.37%	−0.2%	+12.2%	+14.7%	new	new	−9.4%	$425M

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	ABASV	Brown Advisory Sustainable Value ETFRead Desk		0.71%	0.37%	−0.2%	+12.2%	+14.7%	new	new	−9.4%	$425M

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

Cards for this view

BASV vs VTV

BASV

Brown Advisory Sustainable Value

[…]

VTV

Vanguard Morningstar Value

$17,842

MeasureBASVVTV

Fee0.71%0.03%

Cost on $10k a year$71$3

Yield0.37%1.83%

5 years, per year[…]+12.3%

3 years, per year[…]+22.7%

Worst drop · 1Y−9.4%−6.4%

Volatility · 1Y14.0%10.1%

4–0measures won
VTV first

7.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: BASV, VTV

Today

7.6%most shared, BASV and VTV

BASVVTV

BASV—7.6%

VTV7.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

BASV$37 − $71 = −$34

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee