EFFE vs. BASV

Last updated Aug 1, 2026

EFFE (Harbor Osmosis Emerging Markets Resource Efficient ETF) and BASV (Brown Advisory Sustainable Value ETF) are both exchange-traded funds - EFFE is a Sustainable fund actively managed by Harbor, while BASV is a Large Cap Value Equities fund actively managed by Brown Advisory. Both are actively managed. Over the past year, EFFE returned 19.17% vs 21.91% for BASV. Their 0.50 correlation means they have sometimes moved together and sometimes differently. EFFE charges 0.69%/yr vs 0.71%/yr for BASV.

Performance

EFFE vs. BASV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Harbor Osmosis Emerging Markets Resource Efficient ETF (EFFE) and Brown Advisory Sustainable Value ETF (BASV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, EFFE achieves a 11.61% return, which is significantly lower than BASV's 12.32% return.

EFFE

• 1D: 0.77%
• 1M: -4.37%
• 6M: 6.84%
• YTD: 11.61%
• 1Y: 19.17%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 20.73%

BASV

• 1D: 0.52%
• 1M: 1.01%
• 6M: 10.22%
• YTD: 12.32%
• 1Y: 21.91%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 21.05%

*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	$419.19K	$608.62K	$675.76K
EFFE Harbor Osmosis Emerging Markets Resource Efficient ETF	$1.17K	$1.26K	$7.55K

EFFE vs. BASV - Yearly Performance Comparison

	2026 (YTD)	2025
EFFE Harbor Osmosis Emerging Markets Resource Efficient ETF	11.61%	10.47%
BASV Brown Advisory Sustainable Value ETF	12.32%	10.32%

Correlation

The correlation between EFFE and BASV is 0.50, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.50
Correlation (All Time) Calculated using the full available price history since Jun 16, 2025	0.50

The correlation between EFFE and BASV has been stable across timeframes, ranging from 0.50 to 0.50 - a consistent structural relationship.

Return for Risk

EFFE vs. BASV — Risk / Return Rank

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

EFFE

EFFE Risk / Return Rank: 33
EFFE Sharpe Ratio Rank: 33
EFFE Sortino Ratio Rank: 31
EFFE Omega Ratio Rank: 34
EFFE Calmar Ratio Rank: 34
EFFE Martin Ratio Rank: 36

BASV

BASV Risk / Return Rank: 64
BASV Sharpe Ratio Rank: 64
BASV Sortino Ratio Rank: 65
BASV Omega Ratio Rank: 61
BASV Calmar Ratio Rank: 63
BASV Martin Ratio Rank: 65

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.

EFFE vs. BASV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harbor Osmosis Emerging Markets Resource Efficient ETF (EFFE) and Brown Advisory Sustainable Value ETF (BASV). 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.

	EFFE	BASV	Difference
Sharpe ratio: Return per unit of total volatility	0.80	1.50	-0.70
Sortino ratio: Return per unit of downside risk	1.19	2.17	-0.97
Omega ratio: Gain probability vs. loss probability	1.16	1.27	-0.11
Calmar ratio: Return relative to maximum drawdown	1.17	2.22	-1.05
Martin ratio: Return relative to average drawdown	3.57	7.92	-4.35

EFFE vs. BASV - Sharpe Ratio Comparison

The current EFFE Sharpe Ratio is 0.80, which is lower than the BASV Sharpe Ratio of 1.50. The chart below compares the historical Sharpe Ratios of EFFE and BASV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

EFFE vs. BASV - Drawdown Comparison

The maximum EFFE drawdown since its inception was -16.31%, which is greater than BASV's maximum drawdown of -9.43%. Use the drawdown chart below to compare losses from any high point for EFFE and BASV.

Drawdown Indicators

	EFFE	BASV	Difference
Max Drawdown Largest peak-to-trough decline	-16.31%	-9.43%	-6.88%
Max Drawdown (1Y) Largest decline over 1 year	-16.31%	-9.43%	-6.88%
Current Drawdown Current decline from peak	-13.78%	-0.66%	-13.12%
Average Drawdown Average peak-to-trough decline	-2.73%	-1.59%	-1.14%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.33%	2.64%	+2.69%

Volatility

EFFE vs. BASV - Volatility Comparison

Harbor Osmosis Emerging Markets Resource Efficient ETF (EFFE) has a higher volatility of 8.08% compared to Brown Advisory Sustainable Value ETF (BASV) at 4.06%. This indicates that EFFE's price experiences larger fluctuations and is considered to be riskier than BASV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EFFE	BASV	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.08%	4.06%	+4.02%
Volatility (6M) Calculated over the trailing 6-month period	22.11%	11.02%	+11.09%
Volatility (1Y) Calculated over the trailing 1-year period	23.94%	14.06%	+9.88%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.79%	13.64%	+8.15%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.79%	13.64%	+8.15%

EFFE vs. BASV - Expense Ratio Comparison

EFFE has a 0.69% expense ratio, which is lower than BASV's 0.71% expense ratio.

Dividends

EFFE vs. BASV - Dividend Comparison

EFFE's dividend yield for the trailing twelve months is around 4.21%, more than BASV's 0.37% yield.

Position	TTM	2025
BASV Brown Advisory Sustainable Value ETF	0.37%	0.41%
EFFE Harbor Osmosis Emerging Markets Resource Efficient ETF	4.21%	4.69%

Frequently Asked Questions

Can I hold both EFFE and BASV in my portfolio?

EFFE and BASV have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, EFFE or BASV?

EFFE has higher volatility (8.08%) compared to BASV (4.06%). In terms of maximum drawdown, EFFE dropped -16.31% vs BASV's -9.43%.

Which ETF is better, EFFE or BASV?

On 1-year performance, BASV leads with 21.91% vs 19.17% for EFFE. On fees, EFFE is cheaper at 0.69% per year. On volatility, BASV has been the lower-risk option at 4.06%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, EFFE or BASV?

Over the 1-year period, BASV has performed better with a 21.91% return vs 19.17%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, EFFE or BASV?

EFFE is cheaper with a 0.69% expense ratio, compared with 0.71% for BASV.

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

EFFE has the higher dividend yield at 4.21%, compared with 0.37% for BASV.

What is the main difference between EFFE and BASV?

EFFE is categorized as Sustainable, while BASV is Large Cap Value Equities. They also come from different issuers: Harbor and Brown Advisory. Their fees differ too: 0.69% for EFFE and 0.71% for BASV.

Which has better risk-adjusted returns?

BASV currently has the higher Sharpe Ratio (1.50 vs 0.80), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.