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BSVO vs VTHR

EA Bridgeway Omni Small-Cap Value ETF vs Vanguard Russell 3000 Index Fund ETF Shares

BSVO

EA Bridgeway Omni Small-Cap Value ETF

Annual cost

0.45%

Fund size

$2.3B

VTHR

Vanguard Russell 3000 Index Fund ETF Shares

Annual cost

0.06%

Fund size

$6.1B

Key differences

Both BSVO and VTHR are equity ETFs. BSVO charges 0.45% a year and VTHR 0.06%. The main difference: BSVO follows a active selection strategy; VTHR uses index tracking.

  • BSVO follows a active selection strategy; VTHR uses index tracking.
  • VTHR costs 0.39% less per year.
  • Over the last three years, VTHR has delivered higher annualized returns.

Side-by-side comparison

BSVOVTHR
Annual cost (TER)0.45%0.06%
Fund size (AUM)$2.3B$6.1B
Since20102010
Dividend yield1.28%1.00%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+43.4%+24.9%
CAGR 3Y+21.0%+22.0%
CAGR 5YN/A+12.3%
Sharpe 3Y0.821.15
Volatility 1Y18.90%12.58%
Max drawdown-28.67%-34.61%

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

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