Screener
BSVO vs VUG
EA Bridgeway Omni Small-Cap Value ETF vs Vanguard Growth Index Fund ETF Shares
Key differences
Both BSVO and VUG are equity ETFs. BSVO charges 0.45% a year and VUG 0.03%. The main difference: BSVO follows a active selection strategy; VUG uses index tracking.
- BSVO follows a active selection strategy; VUG uses index tracking.
- VUG costs 0.42% less per year.
- VUG is much larger than BSVO. Larger funds are usually more liquid and less likely to close.
- Over the last three years, VUG has delivered higher annualized returns.
- VUG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BSVO | VUG | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.03% |
| Fund size (AUM) | $2.3B | $393.8B |
| Since | 2010 | 2004 |
| Dividend yield | 1.28% | 0.37% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +43.4% | +23.1% |
| CAGR 3Y | +21.0% | +25.5% |
| CAGR 5Y | N/A | +14.4% |
| Sharpe 3Y | 0.82 | 1.08 |
| Volatility 1Y | 18.90% | 16.26% |
| Max drawdown | -28.67% | -35.61% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.