Screener
VALQ vs BSMC
American Century U.S. Quality Value ETF vs Brandes U.S. Small-Mid Cap Value ETF
Key differences
- VALQ costs 0.42% less per year.
- VALQ follows a index tracking strategy; BSMC uses active selection.
- VALQ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| VALQ | BSMC | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.71% |
| Fund size (AUM) | $306M | $164M |
| Since | 2018 | 2023 |
| Dividend yield | 1.80% | 0.94% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +16.3% | +26.1% |
| CAGR 3Y | +15.4% | N/A |
| CAGR 5Y | +8.7% | N/A |
| Sharpe 3Y | 0.92 | N/A |
| Volatility 1Y | 11.27% | 14.75% |
| Max drawdown | -38.19% | -19.14% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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