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VUSV vs BSMC

Vanguard Wellington U.S. Value Active ETF vs Brandes U.S. Small-Mid Cap Value ETF

VUSV

Vanguard Wellington U.S. Value Active ETF

Annual cost

0.30%

Fund size

$68M

BSMC

Brandes U.S. Small-Mid Cap Value ETF

Annual cost

0.71%

Fund size

$159M

Key differences

Both VUSV and BSMC are equity ETFs. VUSV charges 0.30% a year and BSMC 0.71%. The main difference: VUSV costs 0.41% less per year.

  • VUSV costs 0.41% less per year.

Side-by-side comparison

VUSVBSMC
Annual cost (TER)0.30%0.71%
Fund size (AUM)$68M$159M
Since20252023
Dividend yield0.95%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+24.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y14.53%
Max drawdown-7.06%-19.14%

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

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