BASV vs. PCLN

Last updated Aug 4, 2026

BASV (Brown Advisory Sustainable Value ETF) and PCLN (Pictet Cleaner Planet ETF) are both exchange-traded funds - BASV is a Large Cap Value Equities fund actively managed by Brown Advisory, while PCLN is a Sustainable fund actively managed by Pictet. Both are actively managed. Their 0.69 correlation means they have sometimes moved together and sometimes differently. BASV charges 0.71%/yr vs 0.70%/yr for PCLN.

Performance

BASV vs. PCLN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brown Advisory Sustainable Value ETF (BASV) and Pictet Cleaner Planet ETF (PCLN). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BASV achieves a 14.07% return, which is significantly lower than PCLN's 22.85% return.

BASV

• 1D: 1.55%
• 1M: 2.58%
• 6M: 11.42%
• YTD: 14.07%
• 1Y: 23.80%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 22.54%

PCLN

• 1D: 1.10%
• 1M: -3.28%
• 6M: 14.41%
• YTD: 22.85%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*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)
BASV Brown Advisory Sustainable Value ETF	$439.72K	$617.98K	$647.17K
PCLN Pictet Cleaner Planet ETF	$2.18K	$2.24K	$2.83K

BASV vs. PCLN - Yearly Performance Comparison

	2026 (YTD)	2025
BASV Brown Advisory Sustainable Value ETF	14.07%	2.25%
PCLN Pictet Cleaner Planet ETF	22.85%	-1.27%

Correlation

The correlation between BASV and PCLN is 0.69, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (All Time) Calculated using the full available price history since Oct 16, 2025	0.69

Return for Risk

BASV vs. PCLN — Risk / Return Rank

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

BASV

BASV Risk / Return Rank: 66
BASV Sharpe Ratio Rank: 66
BASV Sortino Ratio Rank: 67
BASV Omega Ratio Rank: 63
BASV Calmar Ratio Rank: 65
BASV Martin Ratio Rank: 67

PCLN

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

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.

BASV vs. PCLN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brown Advisory Sustainable Value ETF (BASV) and Pictet Cleaner Planet ETF (PCLN). 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.

	BASV	PCLN	Difference
Sharpe ratio: Return per unit of total volatility	1.70	—	—
Sortino ratio: Return per unit of downside risk	2.44	—	—
Omega ratio: Gain probability vs. loss probability	1.30	—	—
Calmar ratio: Return relative to maximum drawdown	2.54	—	—
Martin ratio: Return relative to average drawdown	9.03	—	—

Drawdowns

BASV vs. PCLN - Drawdown Comparison

The maximum BASV drawdown since its inception was -9.43%, smaller than the maximum PCLN drawdown of -13.38%. Use the drawdown chart below to compare losses from any high point for BASV and PCLN.

Drawdown Indicators

	BASV	PCLN	Difference
Max Drawdown Largest peak-to-trough decline	-9.43%	-13.38%	+3.95%
Max Drawdown (1Y) Largest decline over 1 year	-9.43%	—	—
Current Drawdown Current decline from peak	0.00%	-8.58%	+8.58%
Average Drawdown Average peak-to-trough decline	-1.58%	-3.17%	+1.59%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.64%	—	—

Volatility

Volatility by Period

	BASV	PCLN	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.33%	—	—
Volatility (6M) Calculated over the trailing 6-month period	11.12%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	14.06%	24.50%	-10.44%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.69%	24.50%	-10.81%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.69%	24.50%	-10.81%

BASV vs. PCLN - Expense Ratio Comparison

BASV has a 0.71% expense ratio, which is higher than PCLN's 0.70% expense ratio.

Dividends

BASV vs. PCLN - Dividend Comparison

BASV's dividend yield for the trailing twelve months is around 0.36%, more than PCLN's 0.06% yield.

Position	TTM	2025
BASV Brown Advisory Sustainable Value ETF	0.36%	0.41%
PCLN Pictet Cleaner Planet ETF	0.06%	0.08%

Frequently Asked Questions

Can I hold both BASV and PCLN in my portfolio?

BASV and PCLN have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BASV or PCLN?

On fees, PCLN is cheaper at 0.70% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BASV or PCLN?

PCLN is cheaper with a 0.70% expense ratio, compared with 0.71% for BASV.

Which ETF pays a higher dividend yield, BASV or PCLN?

BASV has the higher dividend yield at 0.36%, compared with 0.06% for PCLN.

What is the main difference between BASV and PCLN?

BASV is categorized as Large Cap Value Equities, while PCLN is Sustainable. They also come from different issuers: Brown Advisory and Pictet. Their fees differ too: 0.71% for BASV and 0.70% for PCLN.