EGUS vs. BAFWX
Compare and contrast key facts about Ishares ESG Aware MSCI USA Growth ETF (EGUS) and Brown Advisory Sustainable Growth Fund Institutional Shares (BAFWX).
EGUS is a passively managed fund by iShares that tracks the performance of the MSCI USA Growth Extended ESG Focus Index. It was launched on Jan 31, 2023. BAFWX is managed by Brown Advisory Funds. It was launched on Jun 29, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EGUS or BAFWX.
Correlation
The correlation between EGUS and BAFWX is 0.93, 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
EGUS vs. BAFWX - Performance Comparison
Key characteristics
EGUS:
0.14
BAFWX:
-0.39
EGUS:
0.36
BAFWX:
-0.40
EGUS:
1.05
BAFWX:
0.94
EGUS:
0.14
BAFWX:
-0.35
EGUS:
0.51
BAFWX:
-1.22
EGUS:
6.71%
BAFWX:
7.88%
EGUS:
23.94%
BAFWX:
24.35%
EGUS:
-24.87%
BAFWX:
-37.99%
EGUS:
-19.58%
BAFWX:
-22.96%
Returns By Period
The year-to-date returns for both investments are quite close, with EGUS having a -16.15% return and BAFWX slightly higher at -15.39%.
EGUS
-16.15%
-6.30%
-10.89%
4.50%
N/A
N/A
BAFWX
-15.39%
-7.54%
-18.28%
-8.53%
10.76%
11.56%
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EGUS vs. BAFWX - Expense Ratio Comparison
EGUS has a 0.18% expense ratio, which is lower than BAFWX's 0.64% expense ratio.
Risk-Adjusted Performance
EGUS vs. BAFWX — Risk-Adjusted Performance Rank
EGUS
BAFWX
EGUS vs. BAFWX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares ESG Aware MSCI USA Growth ETF (EGUS) and Brown Advisory Sustainable Growth Fund Institutional Shares (BAFWX). 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
EGUS vs. BAFWX - Dividend Comparison
EGUS's dividend yield for the trailing twelve months is around 0.29%, while BAFWX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
EGUS Ishares ESG Aware MSCI USA Growth ETF | 0.29% | 0.25% | 0.36% | 0.00% |
BAFWX Brown Advisory Sustainable Growth Fund Institutional Shares | 0.00% | 0.00% | 0.01% | 0.00% |
Drawdowns
EGUS vs. BAFWX - Drawdown Comparison
The maximum EGUS drawdown since its inception was -24.87%, smaller than the maximum BAFWX drawdown of -37.99%. Use the drawdown chart below to compare losses from any high point for EGUS and BAFWX. For additional features, visit the drawdowns tool.
Volatility
EGUS vs. BAFWX - Volatility Comparison
The current volatility for Ishares ESG Aware MSCI USA Growth ETF (EGUS) is 14.37%, while Brown Advisory Sustainable Growth Fund Institutional Shares (BAFWX) has a volatility of 15.81%. This indicates that EGUS experiences smaller price fluctuations and is considered to be less risky than BAFWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.