BAGX vs VTI
EA Bridgeway Aggressive Investors ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. BAGX delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | BAGX | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.73% | 0.03% | |
| AUM | $214M | $666.9B | |
| Dividend Yield | 0.00% | 1.07% | |
| Holdings | 86 | 3,543 | |
| YTD Return | +3.21% | +12.65% | |
| 1Y Return | - | +21.39% | |
| 3Y Return (annualized) | - | +21.54% | |
| 5Y Return (annualized) | - | +12.11% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -3.3% | -56.6% | |
| Fund Family | Bridgeway Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 24, 2026 | May 24, 2001 |
BAGX vs VTI Performance
EA Bridgeway Aggressive Investors ETF (BAGX) is a ETF from Bridgeway Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, BAGX is up 3.21% versus a gain of 12.65% for VTI.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -3.3% for BAGX and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
BAGX charges 0.73% per year while VTI 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 1.07% for VTI.
Holdings Overlap
BAGX and VTI share 75 holdings out of 2798 unique holdings combined, representing a 29.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BAGX or VTI?
BAGX has an expense ratio of 0.73% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $70 per year of difference.
What is the holdings overlap between BAGX and VTI?
BAGX and VTI share 75 common holdings with a 29.9% weight overlap. Combined, they hold 2798 unique securities.
Which pays a higher dividend, BAGX or VTI?
BAGX yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.