BASG vs JUSA

BASGCBrown Advisory Sustainable Growth ETF

JUSAAJPMorgan U.S. Research Enhanced Large Cap ETF

In short

BASG Active ESG stock-picking, not an index screen: a concentrated book of US growth companies vetted against Brown Advisory's own sustainability criteria, launched in 2025.

JUSA Active stock picking in index clothing: J.P. Morgan analysts tilt roughly 300 large caps while sector weights and risk stay close to the S&P 500, for 0.18% a year with no waiver attached.

Stated mandate

BASG Seeks long-term capital appreciation accompanied by income.

JUSA The fund seeks capital appreciation through active, fundamental, bottom-up selection of large-cap U.S. equities. It targets companies with strong long-term earnings potential and attractive valuations relative to peers.

Why people hold it

• BASG The sustainability mandate is in the rulebook, not the marketing: at least 80% of net assets in domestic companies meeting the fund's stated sustainable investment criteria.aaii.com
• Concentrated by design. A compact, top-heavy holdings list means individual stock calls actually register instead of washing out across hundreds of positions.aaii.com
• What sits in the portfolio lines up closely with what the mandate describes, and the sustainability process is laid out in the fund's own filings rather than asserted.

• JUSA 0.18% a year with no waiver propping it up, below its category median. GUSE charges 0.30% and LRGC 0.39% for similar enhanced-index work; FELG ties it at 0.18%.
• Active where it counts, plain where it doesn't: bottom-up stock picks across roughly 300 large caps, with sector mix and risk profile kept close to the S&P 500.jpmorgan.com
• Stands among the strongest implementations in a 90-fund peer group of active large-cap funds, helped by a low fee and tightly managed risk.

Worth knowing

• BASG You pay for the human research: 0.61% a year, above the middle of its active large-growth peer group and several times what quant-enhanced rivals like JUSA (0.12%) charge.
• Concentration cuts both ways. With a short holdings list, a stumble in one name lands harder here than it would inside a broad growth index.aaii.com
• Young and thinly traded since its 2025 launch, so spreads can run wider than in the household-name funds of this category, and there is little track record to study.

• JUSA Launched in March 2025, so there is only a short live record on this ticker to judge.
• Moderately traded rather than a volume monster, so spreads can run wider than the giant index funds', especially in fast markets.
• Tracking the S&P 500's sector weights limits how far results can stray from the benchmark in either direction. This is a nudge on the index, not a different bet.jpmorgan.com

Full BASG profile⁠

Full JUSA profile⁠