BASG vs NUGO
Brown Advisory Sustainable Growth ETF vs Nuveen Growth Opportunities ETF
Which is better, BASG or NUGO?
NUGO has been ahead.
NUGO has a lower expense ratio. NUGO led over 1Y and the full window. BASG is less concentrated, with 48.9% of the fund in its ten largest positions against 61.9%.
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 | NUGO |
|---|---|---|
| Expense Ratio | 0.61% | 0.50%Best |
| AUM | $527M | $2.5B |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 36 | 46 |
| YTD Return | +10.02%Best | +9.42% |
| 1Y Return | +8.00% | +11.31%Best |
| 3Y Return (annualized) | - | +23.57% |
| 5Y Return (annualized) | - | +12.11% |
| Volatility (annualized) | 14.4%Best | 16.7% |
| Max Drawdown | -19.3% | -17.5%Best |
| $10,000 over 1.3 years | $11,181 | $12,498Best |
| Top 10 Weight | 48.9%Best | 61.9% |
| Fund Family | Brown Advisory | Nuveen |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jun 13, 2025 | Sep 27, 2021 |
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 NUGO 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 NUGO Performance
Brown Advisory Sustainable Growth ETF (BASG) is an ETF from Brown Advisory and Nuveen Growth Opportunities ETF (NUGO) is an ETF from Nuveen. Over the past year BASG returned +8.00% while NUGO returned +11.31%. Year to date, BASG is up 10.02% versus a gain of 9.42% for NUGO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NUGO has been the more volatile fund, with annualized monthly volatility of 16.7% 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 -17.5% for NUGO. 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 NUGO charges 0.50%. On a $10,000 position that is $61 vs $50 annually, a gap of $11 per year that compounds over a long holding period. On income, BASG currently yields 0.00% against 0.00% for NUGO.
Holdings Overlap
37.3% of BASG's money is in holdings NUGO also owns. 38.9% of NUGO'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 43 in NUGO, against full books of 36 and 46.
What only one of them owns
Measured across the 34 and 43 positions we hold weights for.
BASG holds 21 positions NUGO does not, 50.3% of the fund.
Largest: V 4.74%, GOOG 4.04%, MRVL 3.83%, MPWR 3.12%, CDNS 2.83%
Top Shared Holdings
| Stock | Weight in BASG | Weight in NUGO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.77% | 15.71% | 6.94% |
| MSFTMicrosoft Corp | 5.99% | 7.15% | 1.16% |
| AVGOBroadcom Inc | 4.32% | 5.98% | 1.66% |
| AMZNAmazon.Com Inc | 5.83% | 1.90% | 3.93% |
| ANETArista Networks Inc. | 3.32% | 2.29% | 1.03% |
| SNOWSnowflake Inc | 2.56% | 1.38% | 1.18% |
| GEGeneral Electric Co. | 2.11% | 1.62% | 0.49% |
| PANWPalo Alto Networks, Inc | 1.63% | 2.05% | 0.42% |
| ISRGIntuitive Surgical Inc. | 2.79% | 0.79% | 2.00% |
38.9% of NUGO 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BASG or NUGO?
BASG has an expense ratio of 0.61% while NUGO charges 0.50%. NUGO is the cheaper option, by $11 a year on a $10,000 investment.
Which performed better, BASG or NUGO?
Over the past year BASG returned +8.00% vs +11.31% for NUGO, so NUGO leads on 1-year performance. Over the longest common window we track (1 years), BASG annualized +8.97% vs +18.71% for NUGO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BASG or NUGO?
NUGO has been the more volatile fund at 16.7% annualized versus 14.4% for BASG. Worst drawdown: BASG -19.3% vs NUGO -17.5%.
Should I hold both BASG and NUGO?
BASG and NUGO 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 NUGO?
38.9% of NUGO's money is in holdings BASG also owns. 38.9% of NUGO'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 43 in NUGO.
Which pays a higher dividend, BASG or NUGO?
BASG yields 0.00% while NUGO yields 0.00%, so NUGO currently pays the higher dividend yield.
Is NUGO better than BASG?
NUGO has a lower expense ratio. NUGO led over 1Y and the full window. BASG is less concentrated, with 48.9% of the fund in its ten largest positions against 61.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.