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BSVO vs VTV
EA Bridgeway Omni Small-Cap Value ETF vs Vanguard Value Index Fund ETF Shares
Key differences
Both BSVO and VTV are equity ETFs. BSVO charges 0.45% a year and VTV 0.03%. The main difference: BSVO follows a active selection strategy; VTV uses index tracking.
- BSVO follows a active selection strategy; VTV uses index tracking.
- VTV costs 0.42% less per year.
- VTV 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.
- VTV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BSVO | VTV | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.03% |
| Fund size (AUM) | $2.3B | $245.0B |
| Since | 2010 | 2004 |
| Dividend yield | 1.28% | 1.88% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +43.4% | +26.1% |
| CAGR 3Y | +21.0% | +19.1% |
| CAGR 5Y | N/A | +11.3% |
| Sharpe 3Y | 0.82 | 1.19 |
| Volatility 1Y | 18.90% | 10.21% |
| Max drawdown | -28.67% | -36.78% |
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