Screener
BSVO vs PY
EA Bridgeway Omni Small-Cap Value ETF vs Principal Value ETF
Key differences
Both BSVO and PY are equity ETFs. BSVO charges 0.45% a year and PY 0.15%. The main difference: PY costs 0.30% less per year.
- PY costs 0.30% less per year.
- BSVO is much larger than PY. 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 | PY | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.15% |
| Fund size (AUM) | $2.3B | $220M |
| Since | 2010 | 2016 |
| Dividend yield | 1.28% | 2.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +43.4% | +14.9% |
| CAGR 3Y | +21.0% | +14.2% |
| CAGR 5Y | N/A | +7.4% |
| Sharpe 3Y | 0.82 | 0.77 |
| Volatility 1Y | 18.90% | 10.54% |
| Max drawdown | -28.67% | -45.44% |
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