BAFE vs PSTR
Brown Advisory Flexible Equity ETF vs PeakShares Sector Rotation ETF
Which is better, BAFE or PSTR?
PSTR has been ahead.
BAFE has a lower expense ratio. PSTR led over 1Y and the full window. BAFE is less concentrated, with 45.4% of the fund in its ten largest positions against 56.4%.
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 | BAFE | PSTR |
|---|---|---|
| Expense Ratio | 0.54%Best | 1.06% |
| AUM | $1.8B | $67M |
| Dividend Yield | 0.27% | 4.95% |
| Holdings | 90 | 340 |
| YTD Return | +9.97% | +12.31%Best |
| 1Y Return | +12.65% | +15.84%Best |
| Volatility (annualized) | 13.2% | 8.2%Best |
| Max Drawdown | -18.4% | -13.7%Best |
| $10,000 over 1.9 years | $12,035 | $12,612Best |
| Top 10 Weight | 45.4%Best | 56.4% |
| Fund Family | Brown Advisory | PeakShares LLC |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 18, 2024 | Apr 30, 2024 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Nov 18, 2024 to Oct 14, 2026 (1.9 years).
BAFE vs PSTR 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 1.9 years both funds cover.
BAFE vs PSTR Performance
Brown Advisory Flexible Equity ETF (BAFE) is an ETF from Brown Advisory and PeakShares Sector Rotation ETF (PSTR) is an ETF from PeakShares LLC. Over the past year BAFE returned +12.65% while PSTR returned +15.84%. Year to date, BAFE is up 9.97% versus a gain of 12.31% for PSTR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BAFE has been the more volatile fund, with annualized monthly volatility of 13.2% compared with 8.2% for PSTR. 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 -18.4% for BAFE and -13.7% for PSTR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BAFE charges 0.54% per year while PSTR charges 1.06%. On a $10,000 position that is $54 vs $106 annually, a gap of $52 per year that compounds over a long holding period. On income, BAFE currently yields 0.27% against 4.95% for PSTR.
Holdings Overlap
36.4% of BAFE's money is in holdings PSTR also owns. 11.8% of PSTR's money is in holdings BAFE also owns.
The two portfolios partly overlap.
9 positions in common, counted across the 42 positions we hold weights for in BAFE and 101 in PSTR, against full books of 90 and 340.
What only one of them owns
Our book lists 84 positions for PSTR that do not appear in our book for BAFE (85.1% of the fund), and 29 for BAFE that do not appear in PSTR (54.2%).
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 BAFE | Weight in PSTR | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 6.49% | 2.79% | 3.70% |
| 2330:TWTaiwan Semiconductor Manufacturing Co Ltd | 7.75% | 0.08% | 7.67% |
| METAMeta Platforms Inc | 4.60% | 2.47% | 2.13% |
| AMZNAmazon.Com Inc | 4.42% | 1.46% | 2.96% |
| NVDANvidia Corp | 3.84% | 1.97% | 1.87% |
| GOOGAlphabet Inc. C | 3.54% | 1.44% | 2.10% |
| UNHUnitedhealth Group, Inc. | 2.82% | 0.49% | 2.33% |
| AAPLApple, Inc | 1.90% | 0.74% | 1.16% |
| BACBank of America Corp.: Financials | 1.01% | 0.33% | 0.68% |
36.4% of BAFE is already inside PSTR.
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, BAFE or PSTR?
BAFE has an expense ratio of 0.54% while PSTR charges 1.06%. BAFE is the cheaper option, by $52 a year on a $10,000 investment.
Which performed better, BAFE or PSTR?
Over the past year BAFE returned +12.65% vs +15.84% for PSTR, so PSTR leads on 1-year performance. Over the longest common window we track (2 years), BAFE annualized +10.24% vs +12.99% for PSTR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BAFE or PSTR?
BAFE has been the more volatile fund at 13.2% annualized versus 8.2% for PSTR. Worst drawdown: BAFE -18.4% vs PSTR -13.7%.
Should I hold both BAFE and PSTR?
BAFE and PSTR have a monthly-return correlation of 0.84, 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 BAFE and PSTR?
36.4% of BAFE's money is in holdings PSTR also owns. 11.8% of PSTR's is in holdings BAFE also owns. They hold 9 positions in common, counted across the 42 positions we hold weights for in BAFE and 101 in PSTR.
Which pays a higher dividend, BAFE or PSTR?
BAFE yields 0.27% while PSTR yields 4.95%, so PSTR currently pays the higher dividend yield.
Is PSTR better than BAFE?
BAFE has a lower expense ratio. PSTR led over 1Y and the full window. BAFE is less concentrated, with 45.4% of the fund in its ten largest positions against 56.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.