BASG vs VOO
Brown Advisory Sustainable Growth ETF vs Vanguard S&P 500 ETF
Which is better, BASG or VOO?
Large Cap Growth against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 47.4%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BASG | VOO |
|---|---|---|
| Expense Ratio | 0.61% | 0.03%Best |
| AUM | $516M | $997.4B |
| Dividend Yield | 0.00% | 1.04% |
| Holdings | 35 | 509 |
| YTD Return | +7.95% | +12.37%Best |
| 1Y Return | +5.60% | +16.61%Best |
| 3Y Return (annualized) | - | +21.37% |
| 5Y Return (annualized) | - | +13.49% |
| Volatility (annualized) | 15.1% | 12.0%Best |
| Max Drawdown | -19.3% | -8.9%Best |
| $10,000 over 1.3 years | $11,032 | $12,967Best |
| Top 10 Weight | 47.4% | 37.6%Best |
| Fund Family | Brown Advisory | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Jun 13, 2025 | Sep 7, 2010 |
Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: Jun 16, 2025 to Sep 18, 2026 (1.3 years).
BASG vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.3 years both funds cover.
BASG vs VOO Performance
Brown Advisory Sustainable Growth ETF (BASG) is an ETF from Brown Advisory and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BASG returned +5.60% while VOO returned +16.61%. Year to date, BASG is up 7.95% versus a gain of 12.37% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BASG has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.0% for VOO. 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 -8.9% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BASG charges 0.61% per year while VOO charges 0.03%. On a $10,000 position that is $61 vs $3 annually, a gap of $58 per year that compounds over a long holding period. On income, BASG currently yields 0.00% against 1.04% for VOO.
Holdings Overlap
79.3% of BASG's money is in holdings VOO also owns. 27.1% of VOO's money is in holdings BASG also owns.
Most of BASG is already inside VOO. Owning both mostly buys the same companies twice.
26 positions in common, counted across the 33 positions we hold weights for in BASG and 494 in VOO, against full books of 35 and 509.
What only one of them owns
Our book lists 461 positions for VOO that do not appear in our book for BASG (72.0% of the fund), and 4 for BASG that do not appear in VOO (8.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in BASG | Weight in VOO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.30% | 7.55% | 0.75% |
| MSFTMicrosoft Corp | 5.86% | 5.36% | 0.50% |
| AMZNAmazon.Com Inc | 6.28% | 4.13% | 2.15% |
| AVGOBroadcom Inc | 4.61% | 2.86% | 1.75% |
| GOOGAlphabet Inc | 3.77% | 2.62% | 1.15% |
| VVisa Inc Class A | 4.94% | 0.93% | 4.01% |
| ANETArista Networks Inc. | 2.91% | 0.29% | 2.62% |
| SCHWSchwab Strategic T | 2.87% | 0.27% | 2.60% |
| MRVLMarvell Technology Group Ltd. | 2.81% | 0.26% | 2.55% |
| DHRDanaher Corporation | 2.69% | 0.19% | 2.50% |
79.3% of BASG is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BASG or VOO?
BASG has an expense ratio of 0.61% while VOO charges 0.03%. VOO is the cheaper option, by $58 a year on a $10,000 investment.
Which performed better, BASG or VOO?
Over the past year BASG returned +5.60% vs +16.61% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), BASG annualized +7.85% vs +22.12% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BASG or VOO?
BASG has been the more volatile fund at 15.1% annualized versus 12.0% for VOO. Worst drawdown: BASG -19.3% vs VOO -8.9%.
Should I hold both BASG and VOO?
BASG and VOO have a monthly-return correlation of 0.82, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BASG and VOO?
79.3% of BASG's money is in holdings VOO also owns. 27.1% of VOO's is in holdings BASG also owns. They hold 26 positions in common, counted across the 33 positions we hold weights for in BASG and 494 in VOO.
Which pays a higher dividend, BASG or VOO?
BASG yields 0.00% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.
Is VOO better than BASG?
VOO has a lower expense ratio. VOO led over 1Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 47.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.