BRSV vs IVV

BRSV vs IVV

Which is better, BRSV or IVV?

Small Cap Value against Large Cap Blend.

IVV has a lower expense ratio. BRSV led over 1Y. BRSV is less concentrated, with 10.1% of the fund in its ten largest positions against 37.9%.

Lower Fees: IVVHigher Returns (1Y): BRSVLess Concentrated: BRSV

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

MetricBRSVIVV
Expense Ratio0.79%0.03%Best
AUM$296M$876.4B
Dividend Yield0.00%1.06%
Holdings633508
YTD Return-2.22%+11.57%Best
1Y Return-+17.57%
3Y Return (annualized)-+20.71%
5Y Return (annualized)-+12.80%
Top 10 Weight10.1%Best37.9%
Fund FamilyBridgeway FundsiShares by BlackRock (US)
CategoryEquityEquity
StyleSmall Cap ValueLarge Cap Blend
InceptionJul 24, 2026May 15, 2000

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

BRSV vs IVV 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.

BRSV vs IVV Performance

EA Bridgeway Select Small-Cap Value ETF (BRSV) is an ETF from Bridgeway Funds and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, BRSV is down 2.22% versus a gain of 11.57% for IVV.

Past performance does not guarantee future results.

Fees and Cost Over Time

BRSV charges 0.79% per year while IVV charges 0.03%. On a $10,000 position that is $79 vs $3 annually, a gap of $76 per year that compounds over a long holding period. On income, BRSV currently yields 0.00% against 1.06% for IVV.

Holdings Overlap

We hold position weights for 175 holdings in BRSV and 505 in IVV, totalling 100.0% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 175 positions we hold weights for in BRSV and 505 in IVV, against full books of 633 and 508.

What only one of them owns

Our book lists 495 positions for IVV that do not appear in our book for BRSV (99.3% of the fund), and 166 for BRSV that do not appear in IVV (94.9%).

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.

You are not choosing between two funds in isolation.

Whichever of BRSV and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BRSVIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BRSV or IVV?

BRSV has an expense ratio of 0.79% while IVV charges 0.03%. IVV is the cheaper option, by $76 a year on a $10,000 investment.

Which pays a higher dividend, BRSV or IVV?

BRSV yields 0.00% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than BRSV?

IVV has a lower expense ratio. BRSV led over 1Y. BRSV is less concentrated, with 10.1% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.