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BSVO vs FESM

EA Bridgeway Omni Small-Cap Value ETF vs Fidelity Enhanced Small Cap Core ETF

BSVO

EA Bridgeway Omni Small-Cap Value ETF

Annual cost

0.45%

Fund size

$2.3B

FESM

Fidelity Enhanced Small Cap Core ETF

Annual cost

0.28%

Fund size

$5.3B

Key differences

Both BSVO and FESM are equity ETFs. BSVO charges 0.45% a year and FESM 0.28%. The main difference: BSVO follows a active selection strategy; FESM uses index enhanced.

  • BSVO follows a active selection strategy; FESM uses index enhanced.
  • FESM costs 0.17% less per year.

Side-by-side comparison

BSVOFESM
Annual cost (TER)0.45%0.28%
Fund size (AUM)$2.3B$5.3B
Since20102007
Dividend yield1.28%0.53%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex enhanced
CAGR 1Y+43.4%+44.4%
CAGR 3Y+21.0%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.82N/A
Volatility 1Y18.90%19.29%
Max drawdown-28.67%-26.93%

Similar to BSVO and FESM