BRSV vs QQQ

BRSV vs QQQ

Which is better, BRSV or QQQ?

Small Cap Value against Large Cap Growth.

QQQ 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 46.5%.

Lower Fees: QQQHigher 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

MetricBRSVQQQ
Expense Ratio0.79%0.18%Best
AUM$296M$483.5B
Dividend Yield0.00%0.44%
Holdings633107
YTD Return-1.59%+16.87%Best
1Y Return-+22.98%
3Y Return (annualized)-+24.98%
5Y Return (annualized)-+14.39%
Top 10 Weight10.1%Best46.5%
Fund FamilyBridgeway FundsInvesco (US)
CategoryEquityEquity
StyleSmall Cap ValueLarge Cap Growth
InceptionJul 24, 2026Mar 10, 1999

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

BRSV vs QQQ 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 QQQ Performance

EA Bridgeway Select Small-Cap Value ETF (BRSV) is an ETF from Bridgeway Funds and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Year to date, BRSV is down 1.59% versus a gain of 16.87% for QQQ.

Past performance does not guarantee future results.

Fees and Cost Over Time

BRSV charges 0.79% per year while QQQ charges 0.18%. On a $10,000 position that is $79 vs $18 annually, a gap of $61 per year that compounds over a long holding period. On income, BRSV currently yields 0.00% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 175 holdings in BRSV and 102 in QQQ, totalling 100.0% and 99.9% 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 102 in QQQ, against full books of 633 and 107.

What only one of them owns

Our book lists 95 positions for QQQ that do not appear in our book for BRSV (97.0% of the fund), and 166 for BRSV that do not appear in QQQ (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 QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BRSVQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BRSV or QQQ?

BRSV has an expense ratio of 0.79% while QQQ charges 0.18%. QQQ is the cheaper option, by $61 a year on a $10,000 investment.

Which pays a higher dividend, BRSV or QQQ?

BRSV yields 0.00% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.

Is QQQ better than BRSV?

QQQ 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 46.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.