Screener
BSVO vs DFSV
EA Bridgeway Omni Small-Cap Value ETF vs Dimensional US Small Cap Value ETF
Key differences
Both BSVO and DFSV are equity ETFs. BSVO charges 0.45% a year and DFSV 0.30%. The main difference: DFSV costs 0.15% less per year.
- DFSV costs 0.15% less per year.
- DFSV is much larger than BSVO. Larger funds are usually more liquid and less likely to close.
- Over the last three years, BSVO has delivered higher annualized returns.
- BSVO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BSVO | DFSV | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.30% |
| Fund size (AUM) | $2.3B | $7.6B |
| Since | 2010 | 2022 |
| Dividend yield | 1.28% | 1.42% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +43.4% | +34.5% |
| CAGR 3Y | +21.0% | +18.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.82 | 0.76 |
| Volatility 1Y | 18.90% | 17.62% |
| Max drawdown | -28.67% | -28.02% |
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