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BSVO vs DFSU

EA Bridgeway Omni Small-Cap Value ETF vs Dimensional US Sustainability Core 1 ETF

BSVO

EA Bridgeway Omni Small-Cap Value ETF

Annual cost

0.45%

Fund size

$2.3B

DFSU

Dimensional US Sustainability Core 1 ETF

Annual cost

0.15%

Fund size

$2.2B

Key differences

Both BSVO and DFSU are equity ETFs. BSVO charges 0.45% a year and DFSU 0.15%. The main difference: DFSU costs 0.30% less per year.

  • DFSU costs 0.30% less per year.
  • BSVO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BSVODFSU
Annual cost (TER)0.45%0.15%
Fund size (AUM)$2.3B$2.2B
Since20102022
Dividend yield1.28%0.83%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+43.4%+21.9%
CAGR 3Y+21.0%+20.9%
CAGR 5YN/AN/A
Sharpe 3Y0.821.06
Volatility 1Y18.90%13.21%
Max drawdown-28.67%-19.88%

Similar to BSVO and DFSU