BASG vs. OUSA

Last updated Aug 6, 2026

BASG (Brown Advisory Sustainable Growth ETF) and OUSA (OShares U.S. Quality Dividend ETF) are both exchange-traded funds - BASG is a Large Cap Growth Equities fund actively managed by Brown Advisory, while OUSA is a Quality Factor fund tracking the O'Shares US Quality Dividend Index. BASG is actively managed, while OUSA is passively managed. Over the past year, BASG returned 8.37% vs 16.43% for OUSA. Their 0.49 correlation means their historical movements had little consistent relationship. BASG charges 0.61%/yr vs 0.48%/yr for OUSA.

Performance

BASG vs. OUSA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brown Advisory Sustainable Growth ETF (BASG) and OShares U.S. Quality Dividend ETF (OUSA). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BASG achieves a 10.15% return, which is significantly higher than OUSA's 8.40% return.

BASG

• 1D: 0.34%
• 1M: 5.04%
• 6M: 20.81%
• YTD: 10.15%
• 1Y: 8.37%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 10.73%

OUSA

• 1D: -0.04%
• 1M: 3.76%
• 6M: 4.93%
• YTD: 8.40%
• 1Y: 16.43%
• 3Y*: 14.02%
• 5Y*: 9.17%
• 10Y*: 10.53%
• ALL TIME*: 10.84%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
BASG Brown Advisory Sustainable Growth ETF	$252.43K	$289.85K	$380.14K
OUSA OShares U.S. Quality Dividend ETF	$787.13K	$1.27M	$1.35M

BASG vs. OUSA - Yearly Performance Comparison

	2026 (YTD)	2025
BASG Brown Advisory Sustainable Growth ETF	10.15%	1.93%
OUSA OShares U.S. Quality Dividend ETF	8.40%	9.17%

Correlation

The correlation between BASG and OUSA is 0.47, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.47
Correlation (All Time) Calculated using the full available price history since Jun 16, 2025	0.49

Return for Risk

BASG vs. OUSA — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BASG

BASG Risk / Return Rank: 18
BASG Sharpe Ratio Rank: 20
BASG Sortino Ratio Rank: 19
BASG Omega Ratio Rank: 19
BASG Calmar Ratio Rank: 17
BASG Martin Ratio Rank: 17

OUSA

OUSA Risk / Return Rank: 56
OUSA Sharpe Ratio Rank: 58
OUSA Sortino Ratio Rank: 65
OUSA Omega Ratio Rank: 57
OUSA Calmar Ratio Rank: 48
OUSA Martin Ratio Rank: 52

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BASG vs. OUSA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brown Advisory Sustainable Growth ETF (BASG) and OShares U.S. Quality Dividend ETF (OUSA). 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	OUSA	Difference
Sharpe ratio: Return per unit of total volatility	0.48	1.62	-1.13
Sortino ratio: Return per unit of downside risk	0.77	2.44	-1.67
Omega ratio: Gain probability vs. loss probability	1.09	1.29	-0.19
Calmar ratio: Return relative to maximum drawdown	0.44	1.97	-1.54
Martin ratio: Return relative to average drawdown	1.13	6.89	-5.76

BASG vs. OUSA - Sharpe Ratio Comparison

The current BASG Sharpe Ratio is 0.48, which is lower than the OUSA Sharpe Ratio of 1.62. The chart below compares the historical Sharpe Ratios of BASG and OUSA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BASG vs. OUSA - Drawdown Comparison

The maximum BASG drawdown since its inception was -19.30%, smaller than the maximum OUSA drawdown of -33.12%. Use the drawdown chart below to compare losses from any high point for BASG and OUSA.

Drawdown Indicators

	BASG	OUSA	Difference
Max Drawdown Largest peak-to-trough decline	-19.30%	-33.12%	+13.82%
Max Drawdown (1Y) Largest decline over 1 year	-19.30%	-8.36%	-10.94%
Max Drawdown (3Y) Largest decline over 3 years	—	-13.14%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-19.54%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-33.12%	—
Current Drawdown Current decline from peak	0.00%	-0.04%	+0.04%
Average Drawdown Average peak-to-trough decline	-5.42%	-3.49%	-1.93%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.41%	2.39%	+5.02%

Volatility

BASG vs. OUSA - Volatility Comparison

Brown Advisory Sustainable Growth ETF (BASG) has a higher volatility of 4.68% compared to OShares U.S. Quality Dividend ETF (OUSA) at 3.82%. This indicates that BASG's price experiences larger fluctuations and is considered to be riskier than OUSA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BASG	OUSA	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.68%	3.82%	+0.86%
Volatility (6M) Calculated over the trailing 6-month period	13.58%	8.10%	+5.48%
Volatility (1Y) Calculated over the trailing 1-year period	17.38%	10.22%	+7.16%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.92%	13.39%	+3.53%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.92%	15.19%	+1.73%

BASG vs. OUSA - Expense Ratio Comparison

BASG has a 0.61% expense ratio, which is higher than OUSA's 0.48% expense ratio.

Dividends

BASG vs. OUSA - Dividend Comparison

BASG has not paid dividends to shareholders, while OUSA's dividend yield for the trailing twelve months is around 1.33%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BASG Brown Advisory Sustainable Growth ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
OUSA OShares U.S. Quality Dividend ETF	1.33%	1.39%	1.50%	1.81%	1.92%	1.56%	2.03%	2.31%	3.06%	2.15%	2.32%	1.17%

Frequently Asked Questions

Can I hold both BASG and OUSA in my portfolio?

BASG and OUSA have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BASG or OUSA?

BASG has higher volatility (4.68%) compared to OUSA (3.82%). In terms of maximum drawdown, BASG dropped -19.30% vs OUSA's -33.12%.

Which ETF is better, BASG or OUSA?

On 1-year performance, OUSA leads with 16.43% vs 8.37% for BASG. On fees, OUSA is cheaper at 0.48% per year. On volatility, OUSA has been the lower-risk option at 3.82%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BASG or OUSA?

Over the 1-year period, OUSA has performed better with a 16.43% return vs 8.37%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BASG or OUSA?

OUSA is cheaper with a 0.48% expense ratio, compared with 0.61% for BASG.

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

OUSA has the higher dividend yield at 1.33%, compared with 0.00% for BASG.

What is the main difference between BASG and OUSA?

BASG is categorized as Large Cap Growth Equities, while OUSA is Quality Factor. They also come from different issuers: Brown Advisory and O'Shares Investments. Their fees differ too: 0.61% for BASG and 0.48% for OUSA.

Which has better risk-adjusted returns?

OUSA currently has the higher Sharpe Ratio (1.62 vs 0.48), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.