BRSV vs IVV

BRSV vs IVV
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Quick Verdict

IVV has a lower expense ratio. BRSV delivered stronger 1-year returns. BRSV offers more diversification with 620 holdings.

Lower Fees: IVVHigher Returns: BRSVMore Diversified: BRSV

Side-by-Side Comparison

MetricBRSVIVVWinner
Expense Ratio0.79%0.03%
AUM$309M$907.0B
Dividend Yield0.00%1.10%
Holdings620508
YTD Return-0.52%+12.28%
1Y Return-+20.94%
3Y Return (annualized)-+21.81%
5Y Return (annualized)-+13.05%
Volatility (annualized)-15.1%
Max Drawdown-3.3%-56.5%
Fund FamilyBridgeway FundsiShares by BlackRock (US)
CategoryEquityEquity
InceptionJul 24, 2026May 15, 2000

BRSV vs IVV Performance

EA Bridgeway Select Small-Cap Value ETF (BRSV) is a ETF from Bridgeway Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, BRSV is down 0.52% versus a gain of 12.28% for IVV.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -3.3% for BRSV and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

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 1.10% for IVV.

Holdings Overlap

0.0%overlap

BRSV and IVV share 0 holdings out of 1125 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

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. On a $10,000 investment, that is $76 per year of difference.

What is the holdings overlap between BRSV and IVV?

BRSV and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1125 unique securities.

Which pays a higher dividend, BRSV or IVV?

BRSV yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

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