BASG vs CAML
Brown Advisory Sustainable Growth ETF vs Congress Large Cap Growth ETF
Which is better, BASG or CAML?
Each has led over a different period.
BASG has a lower expense ratio. BASG led over 1Y, CAML over the full window. CAML is less concentrated, with 45.7% of the fund in its ten largest positions against 48.9%.
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 | CAML |
|---|---|---|
| Expense Ratio | 0.61%Best | 0.65% |
| AUM | $527M | $394M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 36 | 39 |
| YTD Return | +10.02%Best | +6.09% |
| 1Y Return | +8.00%Best | +5.81% |
| 3Y Return (annualized) | - | +16.98% |
| Volatility (annualized) | 14.4% | 12.8%Best |
| Max Drawdown | -19.3% | -14.9%Best |
| $10,000 over 1.3 years | $11,181 | $11,544Best |
| Top 10 Weight | 48.9% | 45.7%Best |
| Fund Family | Brown Advisory | Congress Asset Management Company |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jun 13, 2025 | Aug 22, 2023 |
Not shown on this pair: 5Y Return (annualized).
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).
BASG vs CAML 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 CAML Performance
Brown Advisory Sustainable Growth ETF (BASG) is an ETF from Brown Advisory and Congress Large Cap Growth ETF (CAML) is an ETF from Congress Asset Management Company. Over the past year BASG returned +8.00% while CAML returned +5.81%. Year to date, BASG is up 10.02% versus a gain of 6.09% for CAML.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BASG has been the more volatile fund, with annualized monthly volatility of 14.4% compared with 12.8% for CAML. 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 -14.9% for CAML. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BASG charges 0.61% per year while CAML charges 0.65%. On a $10,000 position that is $61 vs $65 annually, a gap of $4 per year that compounds over a long holding period. On income, BASG currently yields 0.00% against 0.00% for CAML.
Holdings Overlap
37.1% of BASG's money is in holdings CAML also owns. 31.7% of CAML's money is in holdings BASG also owns.
The two portfolios partly overlap.
8 positions in common, counted across the 34 positions we hold weights for in BASG and 38 in CAML, against full books of 36 and 39.
What only one of them owns
Our book lists 27 positions for CAML that do not appear in our book for BASG (62.1% of the fund), and 23 for BASG that do not appear in CAML (52.8%).
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 CAML | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.77% | 8.44% | 0.33% |
| MSFTMicrosoft Corp | 5.99% | 6.03% | 0.04% |
| AMZNAmazon.Com Inc | 5.83% | 2.82% | 3.01% |
| AVGOBroadcom Inc | 4.32% | 4.22% | 0.10% |
| VVisa Inc Class A | 4.74% | 2.57% | 2.17% |
| ANETArista Networks Inc. | 3.32% | 3.41% | 0.09% |
| SHOP:CAShopify Inc - Common | 2.34% | 2.11% | 0.23% |
| ECLEcolab, Inc. | 1.83% | 2.09% | 0.26% |
37.1% of BASG is already inside CAML.
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 CAML?
BASG has an expense ratio of 0.61% while CAML charges 0.65%. BASG is the cheaper option, by $4 a year on a $10,000 investment.
Which performed better, BASG or CAML?
Over the past year BASG returned +8.00% vs +5.81% for CAML, so BASG leads on 1-year performance. Over the longest common window we track (1 years), BASG annualized +8.97% vs +11.68% for CAML. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BASG or CAML?
BASG has been the more volatile fund at 14.4% annualized versus 12.8% for CAML. Worst drawdown: BASG -19.3% vs CAML -14.9%.
Should I hold both BASG and CAML?
BASG and CAML have a monthly-return correlation of 0.81, 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 CAML?
37.1% of BASG's money is in holdings CAML also owns. 31.7% of CAML's is in holdings BASG also owns. They hold 8 positions in common, counted across the 34 positions we hold weights for in BASG and 38 in CAML.
Which pays a higher dividend, BASG or CAML?
BASG yields 0.00% while CAML yields 0.00%, so CAML currently pays the higher dividend yield.
Is CAML better than BASG?
BASG has a lower expense ratio. BASG led over 1Y, CAML over the full window. CAML is less concentrated, with 45.7% of the fund in its ten largest positions against 48.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.