CDL vs BASV
Comparison between VICTORYSHARES US LARGE CAP HIGH DIV VOLATILITY WTD ETF (CDL, ETF) and BROWN ADVISORY SUSTAINABLE VALUE ETF (BASV, ETF).
CDL vs BASV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CDL
$383M
Winner
BASV
$385M
Expense Ratio
Winner
CDL
0.35%
BASV
0.71%
Max Drawdown
CDL
41.37%
Winner
BASV
9.43%
Sharpe Ratio
Winner
CDL
1.64
BASV
1.21
5Y Beta
Winner
CDL
0.44
BASV
0.85
P/E Ratio
Winner
CDL
17.26
BASV
19.67
Forward P/E
Winner
CDL
13.84
BASV
15.82
PEG Ratio
CDL
0.43
Winner
BASV
0.39
5Y Dividends CAGR
CDL
11.68%
BASV
N/A
5Y EPS CAGR
CDL
5.57%
Winner
BASV
12.98%
Debt to Equity
CDL
-30.76%
Winner
BASV
-78.72%
P/S Ratio
CDL
1.59
Winner
BASV
1.30
P/B Ratio
Winner
CDL
2.21
BASV
2.71
CDL vs BASV - Holdings Comparison
CDL and BASV have 5 common holdings. Overlap is 3.24%
CDL's top 25 holdings weight is 34.63%. BASV's top 25 holdings weight is 74.69%.
| Rank | CDL | BASV |
|---|---|---|
| #1 | ALLIANT ENERGY CORP (LNT) - 1.67% | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 5.45% |
| #2 | WEC ENERGY GROUP INC (WEC) - 1.67% | FLEX LTD (FLEX) - 4.75% |
| #3 | DUKE ENERGY CORP (DUK) - 1.65% | SLB LTD (SLB) - 3.94% |
| #4 | EVERGY INC (EVRG) - 1.64% | CASH (n/a) - 3.78% |
| #5 | DTE ENERGY CO (DTE) - 1.61% | CARDINAL HEALTH INC (CAH) - 3.50% |
| #6 | FIRSTENERGY CORP (FE) - 1.60% | SMURFIT WESTROCK PLC (SW) - 3.30% |
| #7 | CMS ENERGY CORP (CMS) - 1.55% | PENTAIR PLC (PNR) - 3.24% |
| #8 | COCA-COLA CO (KO) - 1.50% | CRH PLC (CRH) - 3.15% |
| #9 | SOUTHERN CO (SO) - 1.48% | CITIGROUP INC (C) - 3.09% |
| #10 | CONSOLIDATED EDISON INC (ED) - 1.40% | T-MOBILE US INC (TMUS) - 3.05% |
| #11 | DOMINION ENERGY INC (D) - 1.40% | CONSTELLATION ENERGY CORP (CEG) - 3.00% |
| #12 | PPL CORP (PPL) - 1.33% | BANK OF AMERICA CORP (BAC) - 2.84% |
| #13 | AMERICAN ELECTRIC POWER CO INC (AEP) - 1.33% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 2.72% |
| #14 | PROCTER & GAMBLE CO (PG) - 1.30% | WILLIS TOWERS WATSON PLC (WTW) - 2.72% |
| #15 | STATE STREET CORP (STT) - 1.28% | UNILEVER PLC ADR (UL) - 2.64% |
| #16 | EXELON CORP (EXC) - 1.26% | SANOFI SA ADR (SNY) - 2.55% |
| #17 | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.26% | TENET HEALTHCARE CORP (THC) - 2.52% |
| #18 | XCEL ENERGY INC (XEL) - 1.26% | FERGUSON ENTERPRISES INC (FERG) - 2.49% |
| #19 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.23% | ICON PLC (ICLR) - 2.47% |
| #20 | CNA FINANCIAL CORP (CNA) - 1.22% | CBRE GROUP INC CLASS A (CBRE) - 2.36% |
| #21 | FRANKLIN RESOURCES INC (BEN) - 1.22% | HONEYWELL INTERNATIONAL INC (HON) - 2.35% |
| #22 | METLIFE INC (MET) - 1.22% | ELEVANCE HEALTH INC (ELV) - 2.34% |
| #23 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.21% | NXP SEMICONDUCTORS NV (NXPI) - 2.29% |
| #24 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.18% | APPLIED MATERIALS INC (AMAT) - 2.18% |
| #25 | PRUDENTIAL FINANCIAL INC (PRU) - 1.16% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.97% |
| Total Holdings | 101 | 42 |
CDL vs BASV - Historical Returns
Returns include dividend reinvestment.
1M
CDL
+0.89%
Winner
BASV
+5.64%
3M
CDL
+6.20%
Winner
BASV
+13.59%
6M
Winner
CDL
+13.24%
BASV
+8.87%
1Y
Winner
CDL
+20.72%
BASV
+20.13%
5Y(CAGR)
CDL
+10.14%
BASV
N/A
10Y(CAGR)
CDL
+11.32%
BASV
N/A
Max(CAGR)
CDL
+11.12%
Winner
BASV
+21.28%
CDL vs BASV - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | CDL | BASV |
|---|---|---|
| 2026 | +13.24% | +9.16% |
| 2025 | +9.00% | +10.32% |
| 2024 | +14.13% | N/A |
| 2023 | +2.66% | N/A |
| 2022 | -0.49% | N/A |
| 2021 | +35.24% | N/A |
| 2020 | -3.15% | N/A |
| 2019 | +26.55% | N/A |
| 2018 | -5.51% | N/A |
| 2017 | +15.39% | N/A |
| 2016 | +21.72% | N/A |
| 2015 | +0.35% | N/A |
CDL vs BASV Drawdown Comparison
The maximum drawdown for CDL was -41.02%, occurring on Mar 23, 2020. Recovery took 250 trading sessions.
The maximum drawdown for BASV was -9.43%, occurring on Mar 20, 2026. Recovery took 58 trading sessions.
The current CDL drawdown is -0.40%.
| Rank | CDL | BASV |
|---|---|---|
| #1 | -41.02% Jan 17, 2020 - Jan 14, 2021 | -9.43% Feb 11, 2026 - May 6, 2026 |
| #2 | -17.28% Apr 20, 2022 - Mar 20, 2024 | -5.46% Oct 27, 2025 - Dec 5, 2025 |
| #3 | -15.21% Sep 14, 2018 - Apr 1, 2019 | -3.95% May 6, 2026 - May 29, 2026 |
| #4 | -12.87% Nov 29, 2024 - Aug 13, 2025 | -3.27% Jul 25, 2025 - Aug 13, 2025 |
| #5 | -9.66% Nov 2, 2015 - Mar 4, 2016 | -2.73% Jan 6, 2026 - Feb 6, 2026 |
| #6 | -9.13% Jan 26, 2018 - Aug 17, 2018 | -2.69% Oct 8, 2025 - Oct 21, 2025 |
| #7 | -8.30% Aug 14, 2015 - Oct 12, 2015 | -2.32% Jun 4, 2026 - Jun 12, 2026 |
| #8 | -6.55% Jul 26, 2019 - Sep 11, 2019 | -1.90% Dec 11, 2025 - Jan 5, 2026 |
| #9 | -6.36% Apr 30, 2019 - Jun 20, 2019 | -1.86% Sep 11, 2025 - Oct 1, 2025 |
| #10 | -5.66% Mar 2, 2026 - Apr 30, 2026 | -1.79% Jul 10, 2025 - Jul 23, 2025 |
| #11 | -5.43% Jan 14, 2022 - Mar 25, 2022 | -1.35% Aug 22, 2025 - Sep 11, 2025 |
| #12 | -5.26% Mar 28, 2024 - May 9, 2024 | -1.34% Aug 13, 2025 - Aug 22, 2025 |
| #13 | -4.84% May 10, 2021 - Aug 11, 2021 | -1.26% Jun 16, 2026 - Jun 24, 2026 |
| #14 | -4.79% Jan 14, 2021 - Feb 8, 2021 | -0.79% Jun 16, 2025 - Jun 23, 2025 |
| #15 | -4.69% Nov 23, 2021 - Dec 15, 2021 | -0.72% Jun 24, 2025 - Jun 26, 2025 |
Correlation
Correlation between CDL and BASV is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2015 - 2026)
CDL vs BASV dividend yield comparison.
| Year | CDL | BASV |
|---|---|---|
| 2026 | 1.37% | 0.00% |
| 2025 | 3.33% | 0.41% |
| 2024 | 3.27% | 0.00% |
| 2023 | 3.61% | 0.00% |
| 2022 | 3.31% | 0.00% |
| 2021 | 2.60% | 0.00% |
| 2020 | 3.32% | 0.00% |
| 2019 | 3.05% | 0.00% |
| 2018 | 3.32% | 0.00% |
| 2017 | 2.87% | 0.00% |
| 2016 | 2.97% | 0.00% |
| 2015 | 1.28% | 0.00% |
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