BASV vs JLVP
Brown Advisory Sustainable Value ETF vs JPMorgan US Large Cap Value Plus ETF
Which is better, BASV or JLVP?
BASV costs less.
BASV has a lower expense ratio.
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 | BASV | JLVP |
|---|---|---|
| Expense Ratio | 0.71%Best | 1.05% |
| AUM | $413M | $28M |
| Dividend Yield | 0.38% | 0.00% |
| Holdings | 42 | 154 |
| YTD Return | +7.52%Best | +1.10% |
| 1Y Return | +11.61% | - |
| Fund Family | Brown Advisory | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Jun 13, 2025 | Jul 30, 2026 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
BASV vs JLVP 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
BASV vs JLVP Performance
Brown Advisory Sustainable Value ETF (BASV) is an ETF from Brown Advisory and JPMorgan US Large Cap Value Plus ETF (JLVP) is an ETF from J.P. Morgan Asset Management. Year to date, BASV is up 7.52% versus a gain of 1.10% for JLVP.
Past performance does not guarantee future results.
Fees and Cost Over Time
BASV charges 0.71% per year while JLVP charges 1.05%. On a $10,000 position that is $71 vs $105 annually, a gap of $34 per year that compounds over a long holding period. On income, BASV currently yields 0.38% against 0.00% for JLVP.
Holdings Overlap
At least 29.1% of BASV's money is in holdings JLVP also owns.
Only one direction is shown: for JLVP, our book for it lists positions totalling 132.0% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.
BASV and JLVP share little of their money.
11 positions in common, counted across the 41 positions we hold weights for in BASV and 153 in JLVP, against full books of 42 and 154.
Top Shared Holdings
| Stock | Weight in BASV | Weight in JLVP | Difference |
|---|---|---|---|
| AMZNAmazon.Com Inc | 4.27% | 8.99% | 4.72% |
| MSFTMicrosoft Corp | 3.68% | 6.60% | 2.92% |
| BACBank of America Corp.: Financials | 2.90% | 2.71% | 0.19% |
| CCitigroup Inc. | 2.99% | 1.28% | 1.71% |
| BDXBecton Dickinson And Co. | 3.47% | 0.36% | 3.11% |
| ELVElevance Health Inc | 2.48% | 1.30% | 1.18% |
| SCHWSchwab Strategic T | 2.41% | 1.22% | 1.19% |
| NXPINxp Semiconductors Nv Sedol B505Pn7 | 2.10% | 1.52% | 0.58% |
| MDLZMondelez International Inc Com A Npv | 1.79% | 1.60% | 0.19% |
| SNXSynnex Corp | 1.88% | 1.26% | 0.62% |
29.1% of BASV is already inside JLVP.
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, BASV or JLVP?
BASV has an expense ratio of 0.71% while JLVP charges 1.05%. BASV is the cheaper option, by $34 a year on a $10,000 investment.
What is the holdings overlap between BASV and JLVP?
At least 29.1% of BASV's money is in holdings JLVP also owns. Our book for JLVP is partial, so the real figure is this or higher. They hold 11 positions in common, counted across the 41 positions we hold weights for in BASV and 153 in JLVP.
Which pays a higher dividend, BASV or JLVP?
BASV yields 0.38% while JLVP yields 0.00%, so BASV currently pays the higher dividend yield.
Is JLVP better than BASV?
BASV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.