BAGX vs VOO

BAGX vs VOO

Which is better, BAGX or VOO?

VOO has been ahead.

VOO has a lower expense ratio. VOO led over 1Y. BAGX is less concentrated, with 29.4% of the fund in its ten largest positions against 36.4%.

Lower Fees: VOOHigher Returns (1Y): VOOLess Concentrated: BAGX

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBAGXVOO
Expense Ratio0.73%0.03%Best
AUM$199M$997.4B
Dividend Yield0.00%1.08%
Holdings87509
YTD Return+4.50%+13.81%Best
1Y Return-+21.53%
3Y Return (annualized)-+21.46%
5Y Return (annualized)-+12.87%
Top 10 Weight29.4%Best36.4%
Fund FamilyBridgeway FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJul 24, 2026Sep 7, 2010

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

BAGX vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

BAGX vs VOO Performance

EA Bridgeway Aggressive Investors ETF (BAGX) is an ETF from Bridgeway Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Year to date, BAGX is up 4.50% versus a gain of 13.81% for VOO.

Past performance does not guarantee future results.

Fees and Cost Over Time

BAGX charges 0.73% per year while VOO charges 0.03%. On a $10,000 position that is $73 vs $3 annually, a gap of $70 per year that compounds over a long holding period. On income, BAGX currently yields 0.00% against 1.08% for VOO.

Holdings Overlap

BAGX already in VOO78.9%
VOO already in BAGX40.6%

78.9% of BAGX's money is in holdings VOO also owns. 40.6% of VOO's money is in holdings BAGX also owns.

Most of BAGX is already inside VOO. Owning both mostly buys the same companies twice.

65 positions in common, counted across the 86 positions we hold weights for in BAGX and 505 in VOO, against full books of 87 and 509.

What only one of them owns

Our book lists 432 positions for VOO that do not appear in our book for BAGX (58.9% of the fund), and 16 for BAGX that do not appear in VOO (15.8%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in BAGXWeight in VOODifference
NVDANvidia Corp.5.51%7.51%2.00%
AAPLApple, Inc3.92%6.59%2.67%
MSFTMicrosoft Corp 4.100 Feb 06 374.18%4.30%0.12%
GOOGLAlphabet Inc.Class A4.41%3.25%1.16%
AMZNAmazon.Com Inc2.37%3.62%1.25%
AVGOBroadcom Inc0.99%2.77%1.78%
METAMeta Platform Inc 1.13%1.92%0.79%
LRCXLrcx Uw Equity1.70%0.84%0.86%
AMDAdvanced Micro Devices Inc1.02%1.47%0.45%
AMATApplied Materials, Inc.1.55%0.89%0.66%

78.9% of BAGX is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BAGXVOO

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Frequently Asked Questions

Which is cheaper, BAGX or VOO?

BAGX has an expense ratio of 0.73% while VOO charges 0.03%. VOO is the cheaper option, by $70 a year on a $10,000 investment.

What is the holdings overlap between BAGX and VOO?

78.9% of BAGX's money is in holdings VOO also owns. 40.6% of VOO's is in holdings BAGX also owns. They hold 65 positions in common, counted across the 86 positions we hold weights for in BAGX and 505 in VOO.

Which pays a higher dividend, BAGX or VOO?

BAGX yields 0.00% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

Is VOO better than BAGX?

VOO has a lower expense ratio. VOO led over 1Y. BAGX is less concentrated, with 29.4% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.