Screener
BSVO vs VOE
EA Bridgeway Omni Small-Cap Value ETF vs Vanguard Mid-Cap Value Index Fund
Key differences
Both BSVO and VOE are equity ETFs. BSVO charges 0.45% a year and VOE 0.05%. The main difference: BSVO follows a active selection strategy; VOE uses index tracking.
- BSVO follows a active selection strategy; VOE uses index tracking.
- VOE costs 0.40% less per year.
- VOE 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.
Side-by-side comparison
| BSVO | VOE | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.05% |
| Fund size (AUM) | $2.3B | $36.6B |
| Since | 2010 | 2006 |
| Dividend yield | 1.28% | 1.89% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +43.4% | +23.4% |
| CAGR 3Y | +21.0% | +17.8% |
| CAGR 5Y | N/A | +8.7% |
| Sharpe 3Y | 0.82 | 1.00 |
| Volatility 1Y | 18.90% | 11.50% |
| Max drawdown | -28.67% | -43.18% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.