BASV vs TPLC
Comparison between BROWN ADVISORY SUSTAINABLE VALUE ETF (BASV, ETF) and TIMOTHY PLAN US LARGE/MID CAP CORE ETF (TPLC, ETF).
BASV vs TPLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BASV
$359M
Winner
TPLC
$359M
Expense Ratio
BASV
0.71%
Winner
TPLC
0.52%
Max Drawdown
Winner
BASV
9.43%
TPLC
38.11%
Sharpe Ratio
Winner
BASV
1.07
TPLC
0.75
5Y Beta
BASV
0.86
Winner
TPLC
0.78
P/E Ratio
Winner
BASV
19.16
TPLC
25.22
Forward P/E
Winner
BASV
15.68
TPLC
19.35
PEG Ratio
BASV
0.54
Winner
TPLC
0.22
5Y Dividends CAGR
BASV
N/A
TPLC
12.25%
5Y EPS CAGR
BASV
N/A
TPLC
14.49%
Debt to Equity
Winner
BASV
-32.37%
TPLC
24.55%
P/S Ratio
Winner
BASV
1.15
TPLC
2.33
P/B Ratio
Winner
BASV
2.61
TPLC
3.55
BASV vs TPLC - Holdings Comparison
BASV and TPLC have 7 common holdings. Overlap is 1.74%
BASV's top 25 holdings weight is 63.60%. TPLC's top 25 holdings weight is 15.33%.
| Rank | BASV | TPLC |
|---|---|---|
| #1 | FLEX LTD (FLEX) - 4.89% | ALLIANT ENERGY CORP (LNT) - 0.74% |
| #2 | SLB LTD (SLB) - 4.26% | EVERGY INC (EVRG) - 0.73% |
| #3 | CASH (n/a) - 4.09% | WEC ENERGY GROUP INC (WEC) - 0.73% |
| #4 | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 3.96% | AMEREN CORP (AEE) - 0.71% |
| #5 | CARDINAL HEALTH INC (CAH) - 3.67% | CENTERPOINT ENERGY INC (CNP) - 0.69% |
| #6 | CONSTELLATION ENERGY CORP (CEG) - 3.38% | ATMOS ENERGY CORP (ATO) - 0.69% |
| #7 | T-MOBILE US INC (TMUS) - 3.14% | DTE ENERGY CO (DTE) - 0.69% |
| #8 | SMURFIT WESTROCK PLC (SW) - 3.13% | CMS ENERGY CORP (CMS) - 0.67% |
| #9 | PENTAIR PLC (PNR) - 3.09% | SOUTHERN CO (SO) - 0.67% |
| #10 | CRH PLC (CRH) - 3.08% | AFLAC INC (AFL) - 0.67% |
| #11 | CITIGROUP INC (C) - 3.05% | LINDE PLC (LIN) - 0.66% |
| #12 | AMERICAN INTERNATIONAL GROUP INC (AIG) - 2.90% | CONSOLIDATED EDISON INC (ED) - 0.63% |
| #13 | BANK OF AMERICA CORP (BAC) - 2.88% | CBOE GLOBAL MARKETS INC (CBOE) - 0.63% |
| #14 | WILLIS TOWERS WATSON PLC (WTW) - 2.77% | NISOURCE INC (NI) - 0.60% |
| #15 | UNILEVER PLC ADR (UL) - 2.77% | UNION PACIFIC CORP (UNP) - 0.60% |
| #16 | SANOFI SA ADR (SNY) - 2.68% | REPUBLIC SERVICES INC (RSG) - 0.60% |
| #17 | FERGUSON ENTERPRISES INC (FERG) - 2.54% | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 0.59% |
| #18 | TENET HEALTHCARE CORP (THC) - 2.48% | MARKEL GROUP INC (MKL) - 0.59% |
| #19 | CBRE GROUP INC CLASS A (CBRE) - 2.44% | AMERICAN ELECTRIC POWER CO INC (AEP) - 0.59% |
| #20 | NXP SEMICONDUCTORS NV (NXPI) - 2.40% | COSTCO WHOLESALE CORP (COST) - 0.59% |
| #21 | N/A | FORTINET INC (FTNT) - 0.46% |
| #22 | N/A | COPART INC (CPRT) - 0.45% |
| #23 | N/A | INTERCONTINENTAL EXCHANGE INC (ICE) - 0.45% |
| #24 | N/A | ANALOG DEVICES INC (ADI) - 0.45% |
| #25 | N/A | TEXTRON INC (TXT) - 0.45% |
| Total Holdings | 20 | 230 |
BASV vs TPLC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BASV
+3.82%
TPLC
+0.47%
3M
Winner
BASV
+7.15%
TPLC
+1.71%
6M
Winner
BASV
+7.77%
TPLC
+6.93%
1Y
Winner
BASV
+18.13%
TPLC
+12.36%
5Y(CAGR)
BASV
N/A
TPLC
+8.10%
Max(CAGR)
Winner
BASV
+18.76%
TPLC
+11.00%
BASV vs TPLC - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | BASV | TPLC |
|---|---|---|
| 2026 | +5.90% | +7.18% |
| 2025 | +10.32% | +7.64% |
| 2024 | N/A | +13.62% |
| 2023 | N/A | +15.49% |
| 2022 | N/A | -11.78% |
| 2021 | N/A | +28.04% |
| 2020 | N/A | +14.00% |
| 2019 | N/A | +9.83% |
BASV vs TPLC Drawdown Comparison
The maximum drawdown for BASV was -9.43%, occurring on Mar 20, 2026. Recovery took 58 trading sessions.
The maximum drawdown for TPLC was -38.01%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.
The current BASV drawdown is -1.20%. The current TPLC drawdown is -1.27%.
| Rank | BASV | TPLC |
|---|---|---|
| #1 | -9.43% Feb 11, 2026 - May 6, 2026 | -38.01% Feb 19, 2020 - Oct 9, 2020 |
| #2 | -5.46% Oct 27, 2025 - Dec 5, 2025 | -21.63% Dec 29, 2021 - Dec 19, 2023 |
| #3 | -3.95% May 6, 2026 - May 29, 2026 | -18.18% Nov 29, 2024 - Jul 25, 2025 |
| #4 | -3.27% Jul 25, 2025 - Aug 13, 2025 | -7.58% Mar 2, 2026 - Jun 2, 2026 |
| #5 | -2.73% Jan 6, 2026 - Feb 6, 2026 | -6.45% May 3, 2019 - Jun 20, 2019 |
| #6 | -2.69% Oct 8, 2025 - Oct 21, 2025 | -6.36% Mar 28, 2024 - Jul 16, 2024 |
| #7 | -1.90% Dec 11, 2025 - Jan 5, 2026 | -6.20% Sep 2, 2021 - Oct 22, 2021 |
| #8 | -1.86% Sep 11, 2025 - Oct 1, 2025 | -6.07% Jul 26, 2019 - Oct 25, 2019 |
| #9 | -1.79% Jul 10, 2025 - Jul 23, 2025 | -5.94% Oct 12, 2020 - Nov 5, 2020 |
| #10 | -1.35% Aug 22, 2025 - Sep 11, 2025 | -5.57% Jul 16, 2024 - Aug 19, 2024 |
| #11 | -1.34% Aug 13, 2025 - Aug 22, 2025 | -5.42% Oct 6, 2025 - Jan 6, 2026 |
| #12 | -1.20% Jun 4, 2026 - Jun 5, 2026 | -5.30% Nov 16, 2021 - Dec 27, 2021 |
| #13 | -0.79% Jun 16, 2025 - Jun 23, 2025 | -5.20% Feb 12, 2021 - Mar 12, 2021 |
| #14 | -0.72% Jun 24, 2025 - Jun 26, 2025 | -4.87% Jan 20, 2021 - Feb 8, 2021 |
| #15 | -0.59% Jul 3, 2025 - Jul 10, 2025 | -4.09% May 7, 2021 - Jul 1, 2021 |
Correlation
Correlation between BASV and TPLC is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2019 - 2026)
BASV vs TPLC dividend yield comparison.
| Year | BASV | TPLC |
|---|---|---|
| 2026 | 0.00% | 0.28% |
| 2025 | 0.41% | 0.89% |
| 2024 | 0.00% | 0.88% |
| 2023 | 0.00% | 0.89% |
| 2022 | 0.00% | 1.06% |
| 2021 | 0.00% | 0.61% |
| 2020 | 0.00% | 0.81% |
| 2019 | 0.00% | 0.67% |
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