BASG vs. BAIV

Last updated Jun 4, 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 0.58 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: -1.72%
• 1M: 7.15%
• YTD: 4.35%
• 6M: 3.51%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BAIV

• 1D: -0.92%
• 1M: 2.26%
• 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	13.11%
BAIV Brown Advisory International Value Select ETF	-0.83%

Correlation

The correlation between BASG and BAIV is 0.58, 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 27, 2026	0.58

Return for Risk

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.

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

Sharpe Ratios by Period

	BASG	BAIV	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	0.41	-0.16	+0.57

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%
Current Drawdown Current decline from peak	-1.98%	-0.92%	-1.06%
Average Drawdown Average peak-to-trough decline	-5.84%	-4.26%	-1.58%

Volatility

Volatility by Period

	BASG	BAIV	Difference
Volatility (1Y) Calculated over the trailing 1-year period	16.65%	19.45%	-2.80%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.65%	19.45%	-2.80%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.65%	19.45%	-2.80%

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 0.58, 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.