BIASX vs. VISVX
Compare and contrast key facts about Brown Advisory Small-Cap Growth Fund (BIASX) and Vanguard Small Cap Value Index Fund (VISVX).
BIASX is managed by Brown Advisory Funds. It was launched on Jun 28, 1999. VISVX is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap Value Index. It was launched on May 21, 1998.
Performance
BIASX vs. VISVX - Performance Comparison
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BIASX vs. VISVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIASX Brown Advisory Small-Cap Growth Fund | -4.65% | 2.29% | 4.29% | 12.43% | -20.27% | 7.31% | 31.78% | 36.26% | -4.47% | 16.91% |
VISVX Vanguard Small Cap Value Index Fund | 0.77% | 8.27% | 11.21% | 16.92% | -9.43% | 27.97% | 5.68% | 22.61% | -12.35% | 11.67% |
Returns By Period
In the year-to-date period, BIASX achieves a -4.65% return, which is significantly lower than VISVX's 0.77% return. Over the past 10 years, BIASX has underperformed VISVX with an annualized return of 8.29%, while VISVX has yielded a comparatively higher 9.61% annualized return.
BIASX
- 1D
- -0.76%
- 1M
- -10.05%
- YTD
- -4.65%
- 6M
- -2.90%
- 1Y
- 5.31%
- 3Y*
- 2.98%
- 5Y*
- -0.83%
- 10Y*
- 8.29%
VISVX
- 1D
- -0.41%
- 1M
- -7.12%
- YTD
- 0.77%
- 6M
- 2.78%
- 1Y
- 16.15%
- 3Y*
- 12.14%
- 5Y*
- 7.08%
- 10Y*
- 9.61%
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BIASX vs. VISVX - Expense Ratio Comparison
BIASX has a 1.11% expense ratio, which is higher than VISVX's 0.19% expense ratio.
Return for Risk
BIASX vs. VISVX — Risk / Return Rank
BIASX
VISVX
BIASX vs. VISVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown Advisory Small-Cap Growth Fund (BIASX) and Vanguard Small Cap Value Index Fund (VISVX). 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.
| BIASX | VISVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.20 | 0.81 | -0.60 |
Sortino ratioReturn per unit of downside risk | 0.46 | 1.27 | -0.81 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.17 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.17 | 1.02 | -0.86 |
Martin ratioReturn relative to average drawdown | 0.65 | 4.24 | -3.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BIASX | VISVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.20 | 0.81 | -0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | 0.36 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.44 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.38 | -0.11 |
Correlation
The correlation between BIASX and VISVX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BIASX vs. VISVX - Dividend Comparison
BIASX's dividend yield for the trailing twelve months is around 20.58%, more than VISVX's 1.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIASX Brown Advisory Small-Cap Growth Fund | 20.58% | 19.62% | 5.78% | 0.00% | 8.22% | 13.22% | 0.78% | 4.00% | 5.17% | 1.69% | 3.50% | 16.77% |
VISVX Vanguard Small Cap Value Index Fund | 1.83% | 1.28% | 1.86% | 1.98% | 1.90% | 1.63% | 1.58% | 1.95% | 2.20% | 1.68% | 1.42% | 1.85% |
Drawdowns
BIASX vs. VISVX - Drawdown Comparison
The maximum BIASX drawdown since its inception was -73.26%, which is greater than VISVX's maximum drawdown of -62.15%. Use the drawdown chart below to compare losses from any high point for BIASX and VISVX.
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Drawdown Indicators
| BIASX | VISVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.26% | -62.15% | -11.11% |
Max Drawdown (1Y)Largest decline over 1 year | -14.18% | -14.15% | -0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -30.61% | -24.60% | -6.01% |
Max Drawdown (10Y)Largest decline over 10 years | -38.04% | -45.39% | +7.35% |
Current DrawdownCurrent decline from peak | -13.76% | -8.26% | -5.50% |
Average DrawdownAverage peak-to-trough decline | -23.60% | -9.07% | -14.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.58% | 3.42% | +0.16% |
Volatility
BIASX vs. VISVX - Volatility Comparison
Brown Advisory Small-Cap Growth Fund (BIASX) has a higher volatility of 5.46% compared to Vanguard Small Cap Value Index Fund (VISVX) at 4.89%. This indicates that BIASX's price experiences larger fluctuations and is considered to be riskier than VISVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIASX | VISVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.46% | 4.89% | +0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 12.25% | 11.03% | +1.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.14% | 20.61% | +1.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.71% | 19.83% | -0.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.88% | 21.81% | -1.93% |