Screener
EMSF vs BSVO
Matthews Emerging Markets Sustainable Future Active ETF vs EA Bridgeway Omni Small-Cap Value ETF
Key differences
Both EMSF and BSVO are equity ETFs. EMSF charges 0.79% a year and BSVO 0.45%. The main difference: EMSF covers emerging markets; BSVO covers North America.
- EMSF covers emerging markets; BSVO covers North America.
- BSVO costs 0.34% less per year.
- BSVO is much larger than EMSF. Larger funds are usually more liquid and less likely to close.
- BSVO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EMSF | BSVO | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.45% |
| Fund size (AUM) | $46M | $2.3B |
| Since | 2023 | 2010 |
| Dividend yield | 4.76% | 1.28% |
| Asset class | equity | equity |
| Region | emerging markets | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +57.5% | +43.4% |
| CAGR 3Y | N/A | +21.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.82 |
| Volatility 1Y | 25.56% | 18.90% |
| Max drawdown | -24.75% | -28.67% |
Similar to EMSF and BSVO
Explore further