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BSVO vs DFUS
EA Bridgeway Omni Small-Cap Value ETF vs Dimensional U.S. Equity Market ETF
Key differences
Both BSVO and DFUS are equity ETFs. BSVO charges 0.45% a year and DFUS 0.09%. The main difference: DFUS costs 0.36% less per year.
- DFUS costs 0.36% less per year.
- DFUS is much larger than BSVO. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFUS has delivered higher annualized returns.
- DFUS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BSVO | DFUS | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.09% |
| Fund size (AUM) | $2.3B | $20.9B |
| Since | 2010 | 2001 |
| Dividend yield | 1.28% | 0.83% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +43.4% | +25.6% |
| CAGR 3Y | +21.0% | +22.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.82 | 1.18 |
| Volatility 1Y | 18.90% | 12.55% |
| Max drawdown | -28.67% | -24.62% |
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