Screener
BSVO vs VB
EA Bridgeway Omni Small-Cap Value ETF vs Vanguard Small-Cap Index Fund ETF Shares
Key differences
Both BSVO and VB are equity ETFs. BSVO charges 0.45% a year and VB 0.03%. The main difference: BSVO follows a active selection strategy; VB uses index tracking.
- BSVO follows a active selection strategy; VB uses index tracking.
- VB costs 0.42% less per year.
- VB is much larger than BSVO. Larger funds are usually more liquid and less likely to close.
- Over the last three years, BSVO has delivered higher annualized returns.
- VB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BSVO | VB | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.03% |
| Fund size (AUM) | $2.3B | $182.7B |
| Since | 2010 | 2004 |
| Dividend yield | 1.28% | 1.19% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +43.4% | +26.6% |
| CAGR 3Y | +21.0% | +17.9% |
| CAGR 5Y | N/A | +6.9% |
| Sharpe 3Y | 0.82 | 0.78 |
| Volatility 1Y | 18.90% | 16.45% |
| Max drawdown | -28.67% | -42.05% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.