BASG vs SCHD
BASG vs SCHD
Brown Advisory Sustainable Growth ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | BASG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.61% | 0.06% | |
| AUM | $490M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 33 | 104 | |
| YTD Return | +11.67% | +24.26% | |
| 1Y Return | +9.26% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 15.5% | 13.6% | |
| Max Drawdown | -19.3% | -33.4% | |
| Fund Family | Brown Advisory | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jun 13, 2025 | Oct 20, 2011 |
BASG vs SCHD Performance
Brown Advisory Sustainable Growth ETF (BASG) is a ETF from Brown Advisory and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year BASG returned +9.26% while SCHD returned +31.38%. Year to date, BASG is up 11.67% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
BASG has been the more volatile fund, with annualized monthly volatility of 15.5% compared with 13.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -19.3% for BASG and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at -0.12. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BASG charges 0.61% per year while SCHD charges 0.06%. On a $10,000 position that is $61 vs $6 annually, a gap of $55 per year that compounds over a long holding period. On income, BASG currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
BASG and SCHD share 1 holdings out of 133 unique holdings combined, representing a 0.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BASG | Weight in SCHD | Difference |
|---|---|---|---|
| ARES | 1.95% | 0.66% | 1.29% |
Frequently Asked Questions
Which is cheaper, BASG or SCHD?
BASG has an expense ratio of 0.61% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $55 per year of difference.
Which performed better, BASG or SCHD?
Over the past year BASG returned +9.26% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), BASG annualized +11.95% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, BASG or SCHD?
BASG has been the more volatile fund at 15.5% annualized versus 13.6% for SCHD. Worst drawdown: BASG -19.3% vs SCHD -33.4%.
Should I hold both BASG and SCHD?
BASG and SCHD have a monthly-return correlation of -0.12, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BASG and SCHD?
BASG and SCHD share 1 common holdings with a 0.7% weight overlap. Combined, they hold 133 unique securities.
Which pays a higher dividend, BASG or SCHD?
BASG yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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