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BSVO vs FVAL
EA Bridgeway Omni Small-Cap Value ETF vs Fidelity Value Factor ETF
Key differences
Both BSVO and FVAL are equity ETFs. BSVO charges 0.45% a year and FVAL 0.15%. The main difference: BSVO follows a active selection strategy; FVAL uses index tracking.
- BSVO follows a active selection strategy; FVAL uses index tracking.
- FVAL costs 0.30% less per year.
- BSVO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BSVO | FVAL | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.15% |
| Fund size (AUM) | $2.3B | $1.3B |
| Since | 2010 | 2016 |
| Dividend yield | 1.28% | 1.48% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +43.4% | +29.0% |
| CAGR 3Y | +21.0% | +21.3% |
| CAGR 5Y | N/A | +12.3% |
| Sharpe 3Y | 0.82 | 1.17 |
| Volatility 1Y | 18.90% | 11.79% |
| Max drawdown | -28.67% | -37.26% |
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