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BSVO vs VIOO

EA Bridgeway Omni Small-Cap Value ETF vs Vanguard S&P Small-Cap 600 Index Fund ETF Shares

BSVO

EA Bridgeway Omni Small-Cap Value ETF

Annual cost

0.45%

Fund size

$2.3B

VIOO

Vanguard S&P Small-Cap 600 Index Fund ETF Shares

Annual cost

0.07%

Fund size

$5.9B

Key differences

Both BSVO and VIOO are equity ETFs. BSVO charges 0.45% a year and VIOO 0.07%. The main difference: BSVO follows a active selection strategy; VIOO uses index tracking.

  • BSVO follows a active selection strategy; VIOO uses index tracking.
  • VIOO costs 0.38% less per year.
  • Over the last three years, BSVO has delivered higher annualized returns.

Side-by-side comparison

BSVOVIOO
Annual cost (TER)0.45%0.07%
Fund size (AUM)$2.3B$5.9B
Since20102010
Dividend yield1.28%1.18%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+43.4%+31.3%
CAGR 3Y+21.0%+16.1%
CAGR 5YN/A+5.7%
Sharpe 3Y0.820.66
Volatility 1Y18.90%17.66%
Max drawdown-28.67%-44.15%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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