BIAWX vs. VV
Compare and contrast key facts about Brown Advisory Sustainable Growth Fund (BIAWX) and Vanguard Large-Cap ETF (VV).
BIAWX is managed by Brown Advisory Funds. It was launched on Jun 29, 2012. VV is a passively managed fund by Vanguard that tracks the performance of the CRSP US Large Cap Index. It was launched on Jan 27, 2004.
Performance
BIAWX vs. VV - Performance Comparison
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BIAWX vs. VV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIAWX Brown Advisory Sustainable Growth Fund | -12.47% | 3.18% | 20.20% | 38.88% | -31.02% | 29.83% | 38.88% | 35.93% | 4.36% | 27.89% |
VV Vanguard Large-Cap ETF | -4.11% | 18.11% | 25.25% | 27.18% | -19.91% | 27.41% | 21.04% | 31.25% | -4.46% | 22.00% |
Returns By Period
In the year-to-date period, BIAWX achieves a -12.47% return, which is significantly lower than VV's -4.11% return. Both investments have delivered pretty close results over the past 10 years, with BIAWX having a 13.60% annualized return and VV not far ahead at 14.13%.
BIAWX
- 1D
- 3.30%
- 1M
- -4.63%
- YTD
- -12.47%
- 6M
- -15.30%
- 1Y
- -0.34%
- 3Y*
- 9.64%
- 5Y*
- 5.80%
- 10Y*
- 13.60%
VV
- 1D
- 0.72%
- 1M
- -4.28%
- YTD
- -4.11%
- 6M
- -2.05%
- 1Y
- 18.00%
- 3Y*
- 18.78%
- 5Y*
- 11.47%
- 10Y*
- 14.13%
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BIAWX vs. VV - Expense Ratio Comparison
BIAWX has a 0.78% expense ratio, which is higher than VV's 0.04% expense ratio.
Return for Risk
BIAWX vs. VV — Risk / Return Rank
BIAWX
VV
BIAWX vs. VV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown Advisory Sustainable Growth Fund (BIAWX) and Vanguard Large-Cap ETF (VV). 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.
| BIAWX | VV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.02 | 0.97 | -0.96 |
Sortino ratioReturn per unit of downside risk | 0.19 | 1.49 | -1.30 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.23 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 0.02 | 1.52 | -1.50 |
Martin ratioReturn relative to average drawdown | 0.06 | 7.05 | -6.99 |
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
| BIAWX | VV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.02 | 0.97 | -0.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.67 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.78 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.56 | +0.16 |
Correlation
The correlation between BIAWX and VV is 0.91, 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
BIAWX vs. VV - Dividend Comparison
BIAWX's dividend yield for the trailing twelve months is around 28.02%, more than VV's 1.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIAWX Brown Advisory Sustainable Growth Fund | 28.02% | 24.52% | 5.34% | 0.00% | 0.00% | 1.85% | 0.00% | 1.50% | 3.75% | 1.71% | 0.72% | 4.76% |
VV Vanguard Large-Cap ETF | 1.13% | 1.08% | 1.24% | 1.41% | 1.66% | 1.19% | 1.46% | 1.81% | 2.09% | 1.75% | 1.98% | 1.96% |
Drawdowns
BIAWX vs. VV - Drawdown Comparison
The maximum BIAWX drawdown since its inception was -36.94%, smaller than the maximum VV drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for BIAWX and VV.
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Drawdown Indicators
| BIAWX | VV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.94% | -54.81% | +17.87% |
Max Drawdown (1Y)Largest decline over 1 year | -19.97% | -12.09% | -7.88% |
Max Drawdown (5Y)Largest decline over 5 years | -36.94% | -25.66% | -11.28% |
Max Drawdown (10Y)Largest decline over 10 years | -36.94% | -34.28% | -2.66% |
Current DrawdownCurrent decline from peak | -17.27% | -5.85% | -11.42% |
Average DrawdownAverage peak-to-trough decline | -5.72% | -6.88% | +1.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.98% | 2.61% | +4.37% |
Volatility
BIAWX vs. VV - Volatility Comparison
Brown Advisory Sustainable Growth Fund (BIAWX) has a higher volatility of 6.50% compared to Vanguard Large-Cap ETF (VV) at 5.34%. This indicates that BIAWX's price experiences larger fluctuations and is considered to be riskier than VV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIAWX | VV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.50% | 5.34% | +1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 12.97% | 9.60% | +3.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.91% | 18.61% | +4.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.59% | 17.24% | +5.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.43% | 18.18% | +3.25% |