BAFE vs SUPP
Brown Advisory Flexible Equity ETF vs TCW Transform Supply Chain ETF
Which is better, BAFE or SUPP?
BAFE has been ahead.
BAFE has a lower expense ratio. BAFE led over 1Y and the full window. BAFE is less concentrated, with 45.4% of the fund in its ten largest positions against 59.8%.
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 | SUPP |
|---|---|---|
| Expense Ratio | 0.54%Best | 0.75% |
| AUM | $1.8B | $12M |
| Dividend Yield | 0.27% | 0.00% |
| Holdings | 90 | 54 |
| YTD Return | +9.97%Best | +7.65% |
| 1Y Return | +12.65%Best | +7.67% |
| 3Y Return (annualized) | - | +15.44% |
| Volatility (annualized) | 13.2%Best | 20.7% |
| Max Drawdown | -18.4%Best | -25.3% |
| $10,000 over 1.9 years | $12,035Best | $11,601 |
| Top 10 Weight | 45.4%Best | 59.8% |
| Fund Family | Brown Advisory | TCW ETFs |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 18, 2024 | Feb 14, 2023 |
Not shown on this pair: 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 SUPP 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 SUPP Performance
Brown Advisory Flexible Equity ETF (BAFE) is an ETF from Brown Advisory and TCW Transform Supply Chain ETF (SUPP) is an ETF from TCW ETFs. Over the past year BAFE returned +12.65% while SUPP returned +7.67%. Year to date, BAFE is up 9.97% versus a gain of 7.65% for SUPP.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SUPP has been the more volatile fund, with annualized monthly volatility of 20.7% compared with 13.2% for BAFE. 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 -25.3% for SUPP. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BAFE charges 0.54% per year while SUPP charges 0.75%. On a $10,000 position that is $54 vs $75 annually, a gap of $21 per year that compounds over a long holding period. On income, BAFE currently yields 0.27% against 0.00% for SUPP.
Holdings Overlap
17.0% of BAFE's money is in holdings SUPP also owns. 24.6% of SUPP's money is in holdings BAFE also owns.
SUPP and BAFE share little of their money.
4 positions in common, counted across the 42 positions we hold weights for in BAFE and 27 in SUPP, against full books of 90 and 54.
What only one of them owns
Our book lists 19 positions for SUPP that do not appear in our book for BAFE (59.8% of the fund), and 34 for BAFE that do not appear in SUPP (73.6%).
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.
24.6% of SUPP is already inside BAFE.
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 SUPP?
BAFE has an expense ratio of 0.54% while SUPP charges 0.75%. BAFE is the cheaper option, by $21 a year on a $10,000 investment.
Which performed better, BAFE or SUPP?
Over the past year BAFE returned +12.65% vs +7.67% for SUPP, so BAFE leads on 1-year performance. Over the longest common window we track (2 years), BAFE annualized +10.24% vs +8.13% for SUPP. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BAFE or SUPP?
SUPP has been the more volatile fund at 20.7% annualized versus 13.2% for BAFE. Worst drawdown: BAFE -18.4% vs SUPP -25.3%.
Should I hold both BAFE and SUPP?
BAFE and SUPP have a monthly-return correlation of 0.70, 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 SUPP?
24.6% of SUPP's money is in holdings BAFE also owns. 24.6% of SUPP's is in holdings BAFE also owns. They hold 4 positions in common, counted across the 42 positions we hold weights for in BAFE and 27 in SUPP.
Which pays a higher dividend, BAFE or SUPP?
BAFE yields 0.27% while SUPP yields 0.00%, so BAFE currently pays the higher dividend yield.
Is SUPP better than BAFE?
BAFE has a lower expense ratio. BAFE led over 1Y and the full window. BAFE is less concentrated, with 45.4% of the fund in its ten largest positions against 59.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.