BASV vs SCHD
BASV vs SCHD
Brown Advisory Sustainable Value 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 | BASV | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.71% | 0.06% | |
| AUM | $409M | $103.7B | |
| Dividend Yield | 0.37% | 3.31% | |
| Holdings | 42 | 104 | |
| YTD Return | +13.93% | +24.26% | |
| 1Y Return | +24.37% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 9.6% | 13.6% | |
| Max Drawdown | -9.4% | -33.4% | |
| Fund Family | Brown Advisory | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jun 13, 2025 | Oct 20, 2011 |
BASV vs SCHD Performance
Brown Advisory Sustainable Value ETF (BASV) 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 BASV returned +24.37% while SCHD returned +31.38%. Year to date, BASV is up 13.93% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 9.6% for BASV. 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 -9.4% for BASV 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 0.41. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BASV charges 0.71% per year while SCHD charges 0.06%. On a $10,000 position that is $71 vs $6 annually, a gap of $65 per year that compounds over a long holding period. On income, BASV currently yields 0.37% against 3.31% for SCHD.
Holdings Overlap
BASV and SCHD share 0 holdings out of 141 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BASV or SCHD?
BASV has an expense ratio of 0.71% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $65 per year of difference.
Which performed better, BASV or SCHD?
Over the past year BASV returned +24.37% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), BASV annualized +23.37% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, BASV or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 9.6% for BASV. Worst drawdown: BASV -9.4% vs SCHD -33.4%.
Should I hold both BASV and SCHD?
BASV and SCHD have a monthly-return correlation of 0.41, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BASV and SCHD?
BASV and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 141 unique securities.
Which pays a higher dividend, BASV or SCHD?
BASV yields 0.37% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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