BIAWX vs. ACVF
Compare and contrast key facts about Brown Advisory Sustainable Growth Fund (BIAWX) and American Conservative Values ETF (ACVF).
BIAWX is managed by Brown Advisory Funds. It was launched on Jun 29, 2012. ACVF is an actively managed fund by Ridgeline Research LLC. It was launched on Oct 29, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIAWX or ACVF.
Correlation
The correlation between BIAWX and ACVF is 0.88, 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.
Performance
BIAWX vs. ACVF - Performance Comparison
Key characteristics
BIAWX:
-0.40
ACVF:
0.35
BIAWX:
-0.42
ACVF:
0.61
BIAWX:
0.94
ACVF:
1.08
BIAWX:
-0.36
ACVF:
0.37
BIAWX:
-1.24
ACVF:
1.65
BIAWX:
7.93%
ACVF:
3.81%
BIAWX:
24.35%
ACVF:
18.21%
BIAWX:
-38.09%
ACVF:
-24.39%
BIAWX:
-23.07%
ACVF:
-11.49%
Returns By Period
In the year-to-date period, BIAWX achieves a -15.42% return, which is significantly lower than ACVF's -6.75% return.
BIAWX
-15.42%
-8.36%
-18.85%
-8.21%
10.57%
11.33%
ACVF
-6.75%
-5.88%
-8.36%
7.40%
N/A
N/A
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BIAWX vs. ACVF - Expense Ratio Comparison
BIAWX has a 0.78% expense ratio, which is higher than ACVF's 0.75% expense ratio.
Risk-Adjusted Performance
BIAWX vs. ACVF — Risk-Adjusted Performance Rank
BIAWX
ACVF
BIAWX vs. ACVF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown Advisory Sustainable Growth Fund (BIAWX) and American Conservative Values ETF (ACVF). 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.
Dividends
BIAWX vs. ACVF - Dividend Comparison
BIAWX has not paid dividends to shareholders, while ACVF's dividend yield for the trailing twelve months is around 0.65%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
BIAWX Brown Advisory Sustainable Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ACVF American Conservative Values ETF | 0.65% | 0.59% | 0.83% | 0.93% | 0.61% | 0.23% |
Drawdowns
BIAWX vs. ACVF - Drawdown Comparison
The maximum BIAWX drawdown since its inception was -38.09%, which is greater than ACVF's maximum drawdown of -24.39%. Use the drawdown chart below to compare losses from any high point for BIAWX and ACVF. For additional features, visit the drawdowns tool.
Volatility
BIAWX vs. ACVF - Volatility Comparison
Brown Advisory Sustainable Growth Fund (BIAWX) has a higher volatility of 15.80% compared to American Conservative Values ETF (ACVF) at 12.61%. This indicates that BIAWX's price experiences larger fluctuations and is considered to be riskier than ACVF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.