BASG vs LRGG

BASG vs LRGG

Which is better, BASG or LRGG?

BASG has been ahead.

LRGG has a lower expense ratio. BASG led over 1Y and the full window. BASG is less concentrated, with 48.9% of the fund in its ten largest positions against 71.4%.

Lower Fees: LRGGHigher Returns: BASGLess Concentrated: BASG

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

MetricBASGLRGG
Expense Ratio0.61%0.44%Best
AUM$527M$295M
Dividend Yield0.00%0.15%
Holdings3644
YTD Return+10.02%Best+3.29%
1Y Return+8.00%Best+3.58%
Volatility (annualized)14.4%13.4%Best
Max Drawdown-19.3%-18.9%Best
$10,000 over 1.3 years$11,181Best$10,820
Top 10 Weight48.9%Best71.4%
Fund FamilyBrown AdvisoryNomura Asset Management Co Ltd
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionJun 13, 2025May 14, 2024

Not shown on this pair: 3Y Return (annualized), 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 LRGG 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.

Compare BASG against instead:BASG vs SPYBASG vs QQQBASG vs VOOBASG vs VTILRGG against:LRGG vs VXUS

BASG vs LRGG Performance

Brown Advisory Sustainable Growth ETF (BASG) is an ETF from Brown Advisory and Nomura Focused Large Growth ETF (LRGG) is an ETF from Nomura Asset Management Co Ltd. Over the past year BASG returned +8.00% while LRGG returned +3.58%. Year to date, BASG is up 10.02% versus a gain of 3.29% for LRGG.

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 13.4% for LRGG. 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 -18.9% for LRGG. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BASG charges 0.61% per year while LRGG charges 0.44%. On a $10,000 position that is $61 vs $44 annually, a gap of $17 per year that compounds over a long holding period. On income, BASG currently yields 0.00% against 0.15% for LRGG.

Holdings Overlap

BASG already in LRGG41.9%
LRGG already in BASG62.9%

41.9% of BASG's money is in holdings LRGG also owns. 62.9% of LRGG's money is in holdings BASG also owns.

The two portfolios partly overlap.

9 positions in common, counted across the 34 positions we hold weights for in BASG and 21 in LRGG, against full books of 36 and 44.

What only one of them owns

Our book lists 10 positions for LRGG that do not appear in our book for BASG (32.4% of the fund), and 22 for BASG that do not appear in LRGG (50.6%).

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.

Top Shared Holdings

StockWeight in BASGWeight in LRGGDifference
NVDANvidia Corp8.77%17.15%8.38%
GOOGAlphabet Inc. C4.04%10.98%6.94%
MSFTMicrosoft Corp5.99%9.02%3.03%
2330:TWTaiwan Semiconductor Manufacturing Co Ltd4.93%6.23%1.30%
VVisa Inc Class A4.74%4.60%0.14%
AMZNAmazon.Com Inc5.83%3.49%2.34%
ISRGIntuitive Surgical Inc.2.79%4.50%1.71%
GEGeneral Electric Co.2.11%4.04%1.93%
DHRDanaher Corporation2.69%2.93%0.24%

62.9% of LRGG is already inside BASG.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BASGLRGG

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Frequently Asked Questions

Which is cheaper, BASG or LRGG?

BASG has an expense ratio of 0.61% while LRGG charges 0.44%. LRGG is the cheaper option, by $17 a year on a $10,000 investment.

Which performed better, BASG or LRGG?

Over the past year BASG returned +8.00% vs +3.58% for LRGG, so BASG leads on 1-year performance. Over the longest common window we track (1 years), BASG annualized +8.97% vs +6.25% for LRGG. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BASG or LRGG?

BASG has been the more volatile fund at 14.4% annualized versus 13.4% for LRGG. Worst drawdown: BASG -19.3% vs LRGG -18.9%.

Should I hold both BASG and LRGG?

BASG and LRGG have a monthly-return correlation of 0.89, 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 LRGG?

62.9% of LRGG's money is in holdings BASG also owns. 62.9% of LRGG's is in holdings BASG also owns. They hold 9 positions in common, counted across the 34 positions we hold weights for in BASG and 21 in LRGG.

Which pays a higher dividend, BASG or LRGG?

BASG yields 0.00% while LRGG yields 0.15%, so LRGG currently pays the higher dividend yield.

Is LRGG better than BASG?

LRGG has a lower expense ratio. BASG led over 1Y and the full window. BASG is less concentrated, with 48.9% of the fund in its ten largest positions against 71.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.