Screener
BSMC vs VIOV
Brandes U.S. Small-Mid Cap Value ETF vs Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares
Key differences
- VIOV costs 0.61% less per year.
- VIOV is significantly larger than BSMC — larger funds tend to be more liquid and less likely to close.
- BSMC follows a active selection strategy; VIOV uses index tracking.
- VIOV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BSMC | VIOV | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.10% |
| Fund size (AUM) | $164M | $1.8B |
| Since | 2023 | 2010 |
| Dividend yield | 0.94% | 1.61% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +26.1% | +38.7% |
| CAGR 3Y | N/A | +15.0% |
| CAGR 5Y | N/A | +5.9% |
| Sharpe 3Y | N/A | 0.60 |
| Volatility 1Y | 14.75% | 18.61% |
| Max drawdown | -19.14% | -47.36% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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