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BASG vs. SPIT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BASG vs. SPIT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brown Advisory Sustainable Growth ETF (BASG) and F/m Emerald Special Situations ETF (SPIT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BASG achieves a 4.35% return, which is significantly lower than SPIT's 25.30% return.


BASG

1D
-1.72%
1M
7.15%
YTD
4.35%
6M
3.51%
1Y
3Y*
5Y*
10Y*

SPIT

1D
-1.85%
1M
3.31%
YTD
25.30%
6M
23.29%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BASG vs. SPIT - Yearly Performance Comparison


Correlation

The correlation between BASG and SPIT is 0.67, 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 Oct 7, 2025

0.67

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Return for Risk

BASG vs. SPIT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brown Advisory Sustainable Growth ETF (BASG) and F/m Emerald Special Situations ETF (SPIT). 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.

BASG vs. SPIT - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BASGSPITDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

0.41

2.00

-1.59

Drawdowns

BASG vs. SPIT - Drawdown Comparison

The maximum BASG drawdown since its inception was -19.30%, which is greater than SPIT's maximum drawdown of -12.49%. Use the drawdown chart below to compare losses from any high point for BASG and SPIT.


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Drawdown Indicators


BASGSPITDifference

Max Drawdown

Largest peak-to-trough decline

-19.30%

-12.49%

-6.81%

Current Drawdown

Current decline from peak

-1.98%

-1.85%

-0.13%

Average Drawdown

Average peak-to-trough decline

-5.84%

-2.62%

-3.22%

Volatility

BASG vs. SPIT - Volatility Comparison


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Volatility by Period


BASGSPITDifference

Volatility (1Y)

Calculated over the trailing 1-year period

16.65%

26.35%

-9.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.65%

26.35%

-9.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.65%

26.35%

-9.70%

BASG vs. SPIT - Expense Ratio Comparison

BASG has a 0.61% expense ratio, which is lower than SPIT's 0.89% expense ratio.


Dividends

BASG vs. SPIT - Dividend Comparison

BASG has not paid dividends to shareholders, while SPIT's dividend yield for the trailing twelve months is around 5.73%.


Frequently Asked Questions


BASG and SPIT have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, BASG is cheaper at 0.61% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BASG is cheaper with a 0.61% expense ratio, compared with 0.89% for SPIT.

SPIT has the higher dividend yield at 5.73%, compared with 0.00% for BASG.

They also come from different issuers: Brown Advisory and F/m Investments. Their fees differ too: 0.61% for BASG and 0.89% for SPIT.

Portfolio Optimizer

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