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BSVO vs FIVA
EA Bridgeway Omni Small-Cap Value ETF vs Fidelity International Value Factor ETF
Key differences
Both BSVO and FIVA are equity ETFs. BSVO charges 0.45% a year and FIVA 0.18%. The main difference: BSVO follows a active selection strategy; FIVA uses index tracking.
- BSVO follows a active selection strategy; FIVA uses index tracking.
- BSVO covers North America; FIVA covers global markets excluding the US.
- FIVA costs 0.27% less per year.
- BSVO is much larger than FIVA. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FIVA has delivered higher annualized returns.
- BSVO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BSVO | FIVA | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.18% |
| Fund size (AUM) | $2.3B | $555M |
| Since | 2010 | 2018 |
| Dividend yield | 1.28% | 2.53% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +43.4% | +32.9% |
| CAGR 3Y | +21.0% | +23.2% |
| CAGR 5Y | N/A | +12.1% |
| Sharpe 3Y | 0.82 | 1.22 |
| Volatility 1Y | 18.90% | 15.45% |
| Max drawdown | -28.67% | -39.60% |
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