AVLV vs BASV
Avantis US Large Cap Value ETF vs Brown Advisory Sustainable Value ETF
Which is better, AVLV or BASV?
AVLV has been ahead.
AVLV has a lower expense ratio. AVLV led over 1Y and the full window. AVLV is less concentrated, with 27.2% of the fund in its ten largest positions against 34.7%.
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 | AVLV | BASV |
|---|---|---|
| Expense Ratio | 0.15%Best | 0.71% |
| AUM | $22.1B | $413M |
| Dividend Yield | 1.14% | 0.38% |
| Holdings | 601 | 42 |
| YTD Return | +21.50%Best | +7.52% |
| 1Y Return | +30.84%Best | +11.61% |
| 3Y Return (annualized) | +22.16% | - |
| 5Y Return (annualized) | +14.42% | - |
| Volatility (annualized) | 10.0%Best | 10.7% |
| Max Drawdown | -6.4%Best | -9.4% |
| $10,000 over 1.3 years | $13,923Best | $11,949 |
| Top 10 Weight | 27.2%Best | 34.7% |
| Fund Family | Avantis Investors | Brown Advisory |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Sep 21, 2021 | Jun 13, 2025 |
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 Oct 14, 2026 (1.3 years).
AVLV vs BASV 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.
AVLV vs BASV Performance
Avantis US Large Cap Value ETF (AVLV) is an ETF from Avantis Investors and Brown Advisory Sustainable Value ETF (BASV) is an ETF from Brown Advisory. Over the past year AVLV returned +30.84% while BASV returned +11.61%. Year to date, AVLV is up 21.50% versus a gain of 7.52% for BASV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BASV has been the more volatile fund, with annualized monthly volatility of 10.7% compared with 10.0% for AVLV. 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 -6.4% for AVLV and -9.4% for BASV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AVLV charges 0.15% per year while BASV charges 0.71%. On a $10,000 position that is $15 vs $71 annually, a gap of $56 per year that compounds over a long holding period. On income, AVLV currently yields 1.14% against 0.38% for BASV.
Holdings Overlap
8.6% of AVLV's money is in holdings BASV also owns. 19.5% of BASV's money is in holdings AVLV also owns.
BASV and AVLV share little of their money.
7 positions in common, counted across the 304 positions we hold weights for in AVLV and 41 in BASV, against full books of 601 and 42.
What only one of them owns
Our book lists 29 positions for BASV that do not appear in our book for AVLV (63.5% of the fund), and 270 for AVLV that do not appear in BASV (90.1%).
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 AVLV | Weight in BASV | Difference |
|---|---|---|---|
| AMZNAmazon.Com Inc | 2.93% | 4.27% | 1.34% |
| MSFTMicrosoft Corp | 3.45% | 3.68% | 0.23% |
| SCHWSchwab Strategic T | 1.03% | 2.41% | 1.38% |
| TMUST-Mobile Usa Inc Esrw Usd Npv Ref Sm#585558 | 0.56% | 2.83% | 2.27% |
| AIGAmerican International Gr | 0.53% | 2.77% | 2.24% |
| FERGFerguson Enterprises | 0.02% | 2.21% | 2.19% |
| GILDGilead Sciences | 0.12% | 1.35% | 1.23% |
You are not choosing between two funds in isolation.
Whichever of AVLV and BASV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AVLV or BASV?
AVLV has an expense ratio of 0.15% while BASV charges 0.71%. AVLV is the cheaper option, by $56 a year on a $10,000 investment.
Which performed better, AVLV or BASV?
Over the past year AVLV returned +30.84% vs +11.61% for BASV, so AVLV leads on 1-year performance. Over the longest common window we track (1 years), AVLV annualized +28.99% vs +14.68% for BASV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AVLV or BASV?
BASV has been the more volatile fund at 10.7% annualized versus 10.0% for AVLV. Worst drawdown: AVLV -6.4% vs BASV -9.4%.
Should I hold both AVLV and BASV?
AVLV and BASV have a monthly-return correlation of 0.86, 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 AVLV and BASV?
19.5% of BASV's money is in holdings AVLV also owns. 19.5% of BASV's is in holdings AVLV also owns. They hold 7 positions in common, counted across the 304 positions we hold weights for in AVLV and 41 in BASV.
Which pays a higher dividend, AVLV or BASV?
AVLV yields 1.14% while BASV yields 0.38%, so AVLV currently pays the higher dividend yield.
Is BASV better than AVLV?
AVLV has a lower expense ratio. AVLV led over 1Y and the full window. AVLV is less concentrated, with 27.2% of the fund in its ten largest positions against 34.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.