BASG vs. BAIV

Last updated Jun 24, 2026

BASG (Brown Advisory Sustainable Growth ETF) and BAIV (Brown Advisory International Value Select ETF) are both exchange-traded funds - BASG is a Large Cap Growth Equities fund managed by Brown Advisory, while BAIV is a Foreign Large Cap Equities fund actively managed by Brown Advisory. A 0.59 correlation means they provide meaningful diversification when combined. BASG charges 0.61%/yr vs 0.60%/yr for BAIV.

Performance

BASG vs. BAIV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brown Advisory Sustainable Growth ETF (BASG) and Brown Advisory International Value Select ETF (BAIV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BASG

• 1D: -1.27%
• 1M: -0.32%
• YTD: -0.02%
• 6M: -1.27%
• 1Y: 2.81%
• 3Y*: —
• 5Y*: —
• 10Y*: —

BAIV

• 1D: -0.64%
• 1M: -0.26%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BASG vs. BAIV - Yearly Performance Comparison

	2026 (YTD)
BASG Brown Advisory Sustainable Growth ETF	8.52%
BAIV Brown Advisory International Value Select ETF	-0.48%

Correlation

The correlation between BASG and BAIV is 0.59, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Feb 26, 2026	0.59

Return for Risk

BASG vs. BAIV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BASG

BASG Risk / Return Rank: 11
BASG Sharpe Ratio Rank: 11
BASG Sortino Ratio Rank: 10
BASG Omega Ratio Rank: 10
BASG Calmar Ratio Rank: 10
BASG Martin Ratio Rank: 10

BAIV

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BASG vs. BAIV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brown Advisory Sustainable Growth ETF (BASG) and Brown Advisory International Value Select ETF (BAIV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BASG	BAIV	Difference
Sharpe ratio: Return per unit of total volatility	0.16	—	—
Sortino ratio: Return per unit of downside risk	0.34	—	—
Omega ratio: Gain probability vs. loss probability	1.04	—	—
Calmar ratio: Return relative to maximum drawdown	0.15	—	—
Martin ratio: Return relative to average drawdown	0.38	—	—

Drawdowns

BASG vs. BAIV - Drawdown Comparison

The maximum BASG drawdown since its inception was -19.30%, which is greater than BAIV's maximum drawdown of -11.41%. Use the drawdown chart below to compare losses from any high point for BASG and BAIV.

Drawdown Indicators

	BASG	BAIV	Difference
Max Drawdown Largest peak-to-trough decline	-19.30%	-11.41%	-7.89%
Max Drawdown (1Y) Largest decline over 1 year	-19.30%	—	—
Current Drawdown Current decline from peak	-6.09%	-2.53%	-3.56%
Average Drawdown Average peak-to-trough decline	-5.75%	-3.68%	-2.07%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.46%	—	—

Volatility

Volatility by Period

	BASG	BAIV	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.01%	—	—
Volatility (6M) Calculated over the trailing 6-month period	14.01%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	17.19%	18.65%	-1.46%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.07%	18.65%	-1.58%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.07%	18.65%	-1.58%

BASG vs. BAIV - Expense Ratio Comparison

BASG has a 0.61% expense ratio, which is higher than BAIV's 0.60% expense ratio.

Dividends

BASG vs. BAIV - Dividend Comparison

Neither BASG nor BAIV has paid dividends to shareholders.

Tickers have no history of dividend payments

Frequently Asked Questions

Can I hold both BASG and BAIV in my portfolio?

BASG and BAIV have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BASG or BAIV?

On fees, BAIV is cheaper at 0.60% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BASG or BAIV?

BAIV is cheaper with a 0.60% expense ratio, compared with 0.61% for BASG.

Which ETF pays a higher dividend yield, BASG or BAIV?

BASG and BAIV have nearly identical dividend yields, around 0.00%.

What is the main difference between BASG and BAIV?

BASG is categorized as Large Cap Growth Equities, while BAIV is Foreign Large Cap Equities. Their fees differ too: 0.61% for BASG and 0.60% for BAIV.