Screener
BSMC vs VTV
Brandes U.S. Small-Mid Cap Value ETF vs Vanguard Value Index Fund ETF Shares
Key differences
- VTV costs 0.68% less per year.
- VTV is significantly larger than BSMC — larger funds tend to be more liquid and less likely to close.
- BSMC follows a active selection strategy; VTV uses index tracking.
- VTV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BSMC | VTV | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.03% |
| Fund size (AUM) | $164M | $237.8B |
| Since | 2023 | 2004 |
| Dividend yield | 0.94% | 1.92% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +26.1% | +26.8% |
| CAGR 3Y | N/A | +18.2% |
| CAGR 5Y | N/A | +11.1% |
| Sharpe 3Y | N/A | 1.14 |
| Volatility 1Y | 14.75% | 10.21% |
| Max drawdown | -19.14% | -36.78% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to BSMC and VTV
Explore further