BASG vs MFSG
Brown Advisory Sustainable Growth ETF vs MFS Active Growth ETF
Which is better, BASG or MFSG?
MFSG has been ahead.
MFSG has a lower expense ratio. MFSG led over 1Y and the full window. BASG is less concentrated, with 48.9% of the fund in its ten largest positions against 53.3%.
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 | MFSG |
|---|---|---|
| Expense Ratio | 0.61% | 0.49%Best |
| AUM | $527M | $406M |
| Dividend Yield | 0.00% | 0.06% |
| Holdings | 36 | 69 |
| YTD Return | +10.02%Best | +7.53% |
| 1Y Return | +8.00% | +9.18%Best |
| Volatility (annualized) | 14.4%Best | 15.6% |
| Max Drawdown | -19.3% | -16.1%Best |
| $10,000 over 1.3 years | $11,181 | $11,918Best |
| Top 10 Weight | 48.9%Best | 53.3% |
| Fund Family | Brown Advisory | MFS Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jun 13, 2025 | Dec 5, 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 MFSG 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 MFSG Performance
Brown Advisory Sustainable Growth ETF (BASG) is an ETF from Brown Advisory and MFS Active Growth ETF (MFSG) is an ETF from MFS Investment Management. Over the past year BASG returned +8.00% while MFSG returned +9.18%. Year to date, BASG is up 10.02% versus a gain of 7.53% for MFSG.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MFSG has been the more volatile fund, with annualized monthly volatility of 15.6% compared with 14.4% for BASG. 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 -16.1% for MFSG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BASG charges 0.61% per year while MFSG charges 0.49%. On a $10,000 position that is $61 vs $49 annually, a gap of $12 per year that compounds over a long holding period. On income, BASG currently yields 0.00% against 0.06% for MFSG.
Holdings Overlap
55.4% of BASG's money is in holdings MFSG also owns. 39.4% of MFSG's money is in holdings BASG also owns.
The two portfolios partly overlap.
15 positions in common, counted across the 34 positions we hold weights for in BASG and 67 in MFSG, against full books of 36 and 69.
What only one of them owns
Our book lists 49 positions for MFSG that do not appear in our book for BASG (57.9% of the fund), and 17 for BASG that do not appear in MFSG (39.5%).
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 MFSG | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.77% | 13.98% | 5.21% |
| MSFTMicrosoft Corp | 5.99% | 5.28% | 0.71% |
| AMZNAmazon.Com Inc | 5.83% | 2.83% | 3.00% |
| VVisa Inc Class A | 4.74% | 3.36% | 1.38% |
| AVGOBroadcom Inc | 4.32% | 3.20% | 1.12% |
| 2330:TWTaiwan Semiconductor Manufacturing Co Ltd | 4.93% | 1.68% | 3.25% |
| ANETArista Networks Inc. | 3.32% | 1.96% | 1.36% |
| SNOWSnowflake Inc | 2.56% | 1.36% | 1.20% |
| CDNSCadence Design Systems Inc. | 2.83% | 0.67% | 2.16% |
| DHRDanaher Corporation | 2.69% | 0.68% | 2.01% |
55.4% of BASG is already inside MFSG.
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 MFSG?
BASG has an expense ratio of 0.61% while MFSG charges 0.49%. MFSG is the cheaper option, by $12 a year on a $10,000 investment.
Which performed better, BASG or MFSG?
Over the past year BASG returned +8.00% vs +9.18% for MFSG, so MFSG leads on 1-year performance. Over the longest common window we track (1 years), BASG annualized +8.97% vs +14.45% for MFSG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BASG or MFSG?
MFSG has been the more volatile fund at 15.6% annualized versus 14.4% for BASG. Worst drawdown: BASG -19.3% vs MFSG -16.1%.
Should I hold both BASG and MFSG?
BASG and MFSG have a monthly-return correlation of 0.83, 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 MFSG?
55.4% of BASG's money is in holdings MFSG also owns. 39.4% of MFSG's is in holdings BASG also owns. They hold 15 positions in common, counted across the 34 positions we hold weights for in BASG and 67 in MFSG.
Which pays a higher dividend, BASG or MFSG?
BASG yields 0.00% while MFSG yields 0.06%, so MFSG currently pays the higher dividend yield.
Is MFSG better than BASG?
MFSG has a lower expense ratio. MFSG led over 1Y and the full window. BASG is less concentrated, with 48.9% of the fund in its ten largest positions against 53.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.