IBHG vs BASG
Comparison between ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF (IBHG, ETF) and BROWN ADVISORY SUSTAINABLE GROWTH ETF (BASG, ETF).
IBHG vs BASG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBHG
$507M
BASG
$507M
Expense Ratio
Winner
IBHG
0.35%
BASG
0.61%
Max Drawdown
Winner
IBHG
17.84%
BASG
19.30%
Sharpe Ratio
IBHG
-0.08
Winner
BASG
0.39
5Y Beta
Winner
IBHG
0.13
BASG
1.15
P/E Ratio
IBHG
N/A
BASG
33.54
Forward P/E
IBHG
N/A
BASG
27.56
5Y EPS CAGR
IBHG
N/A
BASG
31.37%
P/S Ratio
IBHG
N/A
BASG
4.43
P/B Ratio
IBHG
N/A
BASG
8.38
IBHG vs BASG - Holdings Comparison
IBHG and BASG have 1 common holdings. Overlap is 0.01%
IBHG's top 25 holdings weight is 43.54%. BASG's top 25 holdings weight is 84.57%.
| Rank | IBHG | BASG |
|---|---|---|
| #1 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 3.78% | NVIDIA CORP (NVDA) - 8.20% |
| #2 | SS&C TECHNOLOGIES, INC. 5.5% (n/a) - 2.98% | AMAZON.COM INC (AMZN) - 6.45% |
| #3 | RAKUTEN GROUP INC. 11.25% (n/a) - 2.80% | MICROSOFT CORP (MSFT) - 5.61% |
| #4 | NISSAN MOTOR CO LTD. 4.345% (n/a) - 2.57% | VISA INC CLASS A (V) - 4.78% |
| #5 | n/a (n/a) - 2.43% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 4.38% |
| #6 | n/a (n/a) - 2.35% | BROADCOM INC (AVGO) - 4.33% |
| #7 | TENET HEALTHCARE CORPORATION 5.125% (n/a) - 2.12% | ALPHABET INC CLASS C (GOOG) - 3.84% |
| #8 | SIRIUS XM RADIO LLC 5% (n/a) - 2.07% | SPOTIFY TECHNOLOGY SA (SPOT) - 3.28% |
| #9 | IQVIA INC 5% (n/a) - 1.83% | CASH (n/a) - 3.26% |
| #10 | n/a (n/a) - 1.70% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 2.97% |
| #11 | IRON MOUNTAIN INC. 4.875% (n/a) - 1.68% | CHARLES SCHWAB CORP (SCHW) - 2.90% |
| #12 | LIVE NATION ENTERTAINMENT, INC. 6.5% (n/a) - 1.66% | MARVELL TECHNOLOGY INC (MRVL) - 2.79% |
| #13 | BOYD GAMING CORPORATION 4.75% (n/a) - 1.66% | ARISTA NETWORKS INC (ANET) - 2.78% |
| #14 | n/a (n/a) - 1.65% | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.74% |
| #15 | GLOBAL AIRCRAFT LEASING CO LTD 8.75% (n/a) - 1.64% | WEST PHARMACEUTICAL SERVICES INC (WST) - 2.71% |
| #16 | GEN DIGITAL INC 6.75% (n/a) - 1.55% | DANAHER CORP (DHR) - 2.66% |
| #17 | n/a (n/a) - 1.49% | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 2.50% |
| #18 | TK ELEVATOR US NEWCO INC. 5.25% (n/a) - 1.46% | INTUITIVE SURGICAL INC (ISRG) - 2.47% |
| #19 | DISCOVERY GLOBAL HOLDINGS INC. 3.755% (n/a) - 1.40% | CINTAS CORP (CTAS) - 2.44% |
| #20 | CSC HOLDINGS, LLC 5.5% (n/a) - 1.36% | GE AEROSPACE (GE) - 2.38% |
| #21 | USD CASH (n/a) - 0.68% | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 2.36% |
| #22 | TRAVEL PLUS LEISURE CO 6% (n/a) - 0.68% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.27% |
| #23 | n/a (n/a) - 0.67% | KKR & CO INC ORDINARY SHARES (KKR) - 2.23% |
| #24 | ALLISON TRANSMISSION INC. 4.75% (n/a) - 0.67% | UBER TECHNOLOGIES INC (UBER) - 2.16% |
| #25 | PENN ENTERTAINMENT INC 5.625% (n/a) - 0.66% | ARTHUR J. GALLAGHER & CO (AJG) - 2.08% |
| Total Holdings | 239 | 34 |
IBHG vs BASG - Historical Returns
Returns include dividend reinvestment.
1M
IBHG
+0.58%
Winner
BASG
+9.33%
3M
IBHG
+0.81%
Winner
BASG
+9.85%
6M
IBHG
+1.72%
Winner
BASG
+20.23%
1Y
IBHG
+3.83%
Winner
BASG
+10.18%
5Y(CAGR)
IBHG
+3.72%
BASG
N/A
Max(CAGR)
IBHG
+3.61%
Winner
BASG
+10.89%
IBHG vs BASG - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | IBHG | BASG |
|---|---|---|
| 2026 | +2.05% | +11.02% |
| 2025 | +7.05% | +2.10% |
| 2024 | +7.61% | N/A |
| 2023 | +10.67% | N/A |
| 2022 | -8.82% | N/A |
| 2021 | +1.07% | N/A |
IBHG vs BASG Drawdown Comparison
The maximum drawdown for IBHG was -13.85%, occurring on Sep 27, 2022. Recovery took 494 trading sessions.
The maximum drawdown for BASG was -19.30%, occurring on Mar 27, 2026. Recovery took 148 trading sessions.
The current IBHG drawdown is -0.05%. The current BASG drawdown is -1.59%.
| Rank | IBHG | BASG |
|---|---|---|
| #1 | -13.85% Dec 27, 2021 - Dec 13, 2023 | -19.30% Oct 27, 2025 - Jun 1, 2026 |
| #2 | -3.39% Mar 5, 2025 - Apr 29, 2025 | -6.64% Jun 1, 2026 - Aug 3, 2026 |
| #3 | -1.75% Mar 27, 2024 - May 3, 2024 | -5.16% Jul 28, 2025 - Oct 27, 2025 |
| #4 | -1.57% Dec 27, 2023 - Jan 25, 2024 | -2.44% Aug 13, 2026 - Aug 18, 2026 |
| #5 | -1.54% Nov 8, 2021 - Dec 22, 2021 | -1.42% Jul 3, 2025 - Jul 17, 2025 |
| #6 | -1.03% Dec 11, 2024 - Jan 15, 2025 | -1.37% Jun 16, 2025 - Jun 24, 2025 |
| #7 | -1.02% Jul 12, 2021 - Aug 27, 2021 | -0.66% Jul 17, 2025 - Jul 23, 2025 |
| #8 | -0.94% Sep 15, 2021 - Nov 8, 2021 | -0.44% Aug 5, 2026 - Aug 7, 2026 |
| #9 | -0.83% Jan 25, 2024 - Feb 22, 2024 | -0.42% Jun 30, 2025 - Jul 3, 2025 |
| #10 | -0.81% Jul 31, 2024 - Aug 13, 2024 | -0.23% Aug 10, 2026 - Aug 13, 2026 |
| #11 | -0.77% May 15, 2024 - Jun 3, 2024 | N/A |
| #12 | -0.73% Feb 20, 2026 - Apr 8, 2026 | N/A |
| #13 | -0.66% Oct 27, 2025 - Nov 26, 2025 | N/A |
| #14 | -0.62% May 20, 2025 - May 30, 2025 | N/A |
| #15 | -0.50% Sep 30, 2024 - Oct 18, 2024 | N/A |
Correlation
Correlation between IBHG and BASG is 0.15 which considered as a very weak or no correlation - the stocks move independently of each other.
0.15
-101
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