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BSVO vs VTWO

EA Bridgeway Omni Small-Cap Value ETF vs Vanguard Russell 2000 Index Fund ETF Shares

BSVO

EA Bridgeway Omni Small-Cap Value ETF

Annual cost

0.45%

Fund size

$2.3B

VTWO

Vanguard Russell 2000 Index Fund ETF Shares

Annual cost

0.06%

Fund size

$17.5B

Key differences

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

  • BSVO follows a active selection strategy; VTWO uses index tracking.
  • VTWO costs 0.39% less per year.
  • VTWO 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

BSVOVTWO
Annual cost (TER)0.45%0.06%
Fund size (AUM)$2.3B$17.5B
Since20102010
Dividend yield1.28%1.07%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+43.4%+36.9%
CAGR 3Y+21.0%+19.1%
CAGR 5YN/A+6.0%
Sharpe 3Y0.820.76
Volatility 1Y18.90%19.46%
Max drawdown-28.67%-41.19%

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

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