BAFE vs WCMI
Comparison between BROWN ADVISORY FLEXIBLE EQUITY ETF (BAFE, ETF) and FIRST TRUST WCM INTERNATIONAL EQUITY ETF (WCMI, ETF).
BAFE vs WCMI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BAFE
$1.70B
Winner
WCMI
$1.80B
Expense Ratio
Winner
BAFE
0.54%
WCMI
0.85%
Max Drawdown
Winner
BAFE
18.37%
WCMI
20.16%
Sharpe Ratio
BAFE
0.93
Winner
WCMI
1.13
5Y Beta
BAFE
0.94
Winner
WCMI
0.82
P/E Ratio
BAFE
25.08
WCMI
N/A
Forward P/E
BAFE
21.20
WCMI
N/A
PEG Ratio
BAFE
0.45
WCMI
N/A
5Y EPS CAGR
BAFE
22.94%
WCMI
N/A
P/S Ratio
BAFE
2.23
WCMI
N/A
P/B Ratio
BAFE
4.70
WCMI
N/A
BAFE vs WCMI - Holdings Comparison
BAFE and WCMI have 1 common holdings. Overlap is 0.00%
BAFE's top 25 holdings weight is 76.42%. WCMI's top 25 holdings weight is 75.13%.
| Rank | BAFE | WCMI |
|---|---|---|
| #1 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 6.57% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (n/a) - 7.12% |
| #2 | MICROSOFT CORP (MSFT) - 4.97% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 6.35% |
| #3 | AMAZON.COM INC (AMZN) - 4.37% | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 5.08% |
| #4 | VISA INC CLASS A (V) - 4.15% | BABCOCK INTERNATIONAL GROUP PLC (n/a) - 3.98% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 4.06% | MIZUHO FINANCIAL GROUP INC (n/a) - 3.31% |
| #6 | META PLATFORMS INC CLASS A (META) - 3.94% | CONSTELLATION SOFTWARE INC (CNSWF) - 3.31% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.87% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 3.10% |
| #8 | MASTERCARD INC CLASS A (MA) - 3.57% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 3.04% |
| #9 | UNITEDHEALTH GROUP INC (UNH) - 3.31% | LOTTOMATICA GROUP SPA (n/a) - 3.01% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.31% | TESCO PLC (n/a) - 2.87% |
| #11 | KLA CORP (KLAC) - 3.05% | COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO ADR (SBS) - 2.85% |
| #12 | NVIDIA CORP (NVDA) - 3.01% | TEVA PHARMACEUTICAL INDUSTRIES LTD ADR (TEVA) - 2.78% |
| #13 | UNITED RENTALS INC (URI) - 2.97% | SOCIETE GENERALE SA (n/a) - 2.70% |
| #14 | CASH (n/a) - 2.97% | SONY GROUP CORP ADR (SONY) - 2.67% |
| #15 | KKR & CO INC ORDINARY SHARES (KKR) - 2.95% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 2.36% |
| #16 | SUNCOR ENERGY INC (SU) - 2.22% | JAPAN EXCHANGE GROUP INC (n/a) - 2.34% |
| #17 | ELEVANCE HEALTH INC (ELV) - 2.13% | KB FINANCIAL GROUP INC (n/a) - 2.32% |
| #18 | EDWARDS LIFESCIENCES CORP (EW) - 2.06% | SK HYNIX INC ADR (SKHY) - 2.27% |
| #19 | CHARLES SCHWAB CORP (SCHW) - 2.05% | UBS GROUP AG REGISTERED SHARES (n/a) - 2.14% |
| #20 | ANALOG DEVICES INC (ADI) - 1.93% | BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (BN) - 2.08% |
| #21 | BOOKING HOLDINGS INC (BKNG) - 1.92% | WUXI BIOLOGICS (CAYMAN) INC (n/a) - 2.00% |
| #22 | AMER SPORTS INC (AS) - 1.80% | SLB LTD (SLB) - 1.89% |
| #23 | GE AEROSPACE (GE) - 1.78% | NOVO NORDISK AS ADR (NVO) - 1.87% |
| #24 | DANAHER CORP (DHR) - 1.75% | RENTOKIL INITIAL PLC (n/a) - 1.86% |
| #25 | APPLE INC (AAPL) - 1.71% | BAYER AG (n/a) - 1.83% |
| Total Holdings | 45 | 52 |
BAFE vs WCMI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BAFE
+3.71%
WCMI
+1.60%
3M
Winner
BAFE
+6.79%
WCMI
+4.44%
6M
Winner
BAFE
+12.42%
WCMI
+10.42%
1Y
BAFE
+17.25%
Winner
WCMI
+26.72%
Max(CAGR)
BAFE
+11.99%
Winner
WCMI
+21.67%
BAFE vs WCMI - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | BAFE | WCMI |
|---|---|---|
| 2026 | +10.94% | +13.60% |
| 2025 | +9.82% | +30.97% |
| 2024 | -0.51% | -5.05% |
BAFE vs WCMI Drawdown Comparison
The maximum drawdown for BAFE was -18.37%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.
The maximum drawdown for WCMI was -12.79%, occurring on Apr 8, 2025. Recovery took 30 trading sessions.
The current WCMI drawdown is -1.12%.
| Rank | BAFE | WCMI |
|---|---|---|
| #1 | -18.37% Jan 30, 2025 - Jul 3, 2025 | -12.79% Mar 17, 2025 - Apr 29, 2025 |
| #2 | -12.73% Jan 9, 2026 - Apr 27, 2026 | -12.49% Jan 27, 2026 - Apr 14, 2026 |
| #3 | -6.15% Oct 27, 2025 - Dec 11, 2025 | -8.03% Oct 6, 2025 - Dec 26, 2025 |
| #4 | -4.39% Dec 4, 2024 - Jan 23, 2025 | -7.18% Oct 18, 2024 - Jan 28, 2025 |
| #5 | -3.88% Sep 19, 2025 - Oct 27, 2025 | -6.81% Jun 22, 2026 - Jul 29, 2026 |
| #6 | -3.77% Jul 25, 2025 - Aug 28, 2025 | -5.05% Jun 4, 2026 - Jun 15, 2026 |
| #7 | -3.01% Jun 4, 2026 - Jul 1, 2026 | -4.56% May 6, 2026 - Jun 1, 2026 |
| #8 | -2.99% Jul 16, 2026 - Jul 31, 2026 | -3.85% Apr 17, 2026 - May 5, 2026 |
| #9 | -2.38% Dec 11, 2025 - Dec 24, 2025 | -3.29% Jun 12, 2025 - Jun 26, 2025 |
| #10 | -1.72% Jul 3, 2025 - Jul 24, 2025 | -3.22% Mar 5, 2025 - Mar 17, 2025 |
| #11 | -1.69% May 6, 2026 - May 27, 2026 | -3.08% Jun 30, 2025 - Sep 8, 2025 |
| #12 | -1.49% Jul 6, 2026 - Jul 15, 2026 | -2.49% Feb 18, 2025 - Mar 5, 2025 |
| #13 | -1.11% Aug 28, 2025 - Sep 4, 2025 | -1.99% Jan 12, 2026 - Jan 23, 2026 |
| #14 | -0.99% Dec 26, 2025 - Jan 5, 2026 | -1.83% Jan 30, 2025 - Feb 12, 2025 |
| #15 | -0.62% Jan 6, 2026 - Jan 9, 2026 | -1.33% May 2, 2025 - May 12, 2025 |
Correlation
Correlation between BAFE and WCMI is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2024 - 2026)
BAFE vs WCMI dividend yield comparison.
| Year | BAFE | WCMI |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 0.30% | 0.78% |
| 2024 | 0.06% | 15.26% |
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