BRSV vs SPY
EA Bridgeway Select Small-Cap Value ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. BRSV delivered stronger 1-year returns. BRSV offers more diversification with 620 holdings.
Side-by-Side Comparison
| Metric | BRSV | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.79% | 0.09% | |
| AUM | $309M | $821.1B | |
| Dividend Yield | 0.00% | 1.01% | |
| Holdings | 620 | 505 | |
| YTD Return | +1.16% | +12.93% | |
| 1Y Return | - | +20.62% | |
| 3Y Return (annualized) | - | +22.00% | |
| 5Y Return (annualized) | - | +13.33% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -1.7% | -56.5% | |
| Fund Family | Bridgeway Funds | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Jul 24, 2026 | Jan 22, 1993 |
BRSV vs SPY Performance
EA Bridgeway Select Small-Cap Value ETF (BRSV) is a ETF from Bridgeway Funds and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, BRSV is up 1.16% versus a gain of 12.93% for SPY.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -1.7% for BRSV and -56.5% for SPY. 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 SPY charges 0.09%. On a $10,000 position that is $79 vs $9 annually, a gap of $70 per year that compounds over a long holding period. On income, BRSV currently yields 0.00% against 1.01% for SPY.
Holdings Overlap
BRSV and SPY share 0 holdings out of 1124 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 SPY?
BRSV has an expense ratio of 0.79% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $70 per year of difference.
What is the holdings overlap between BRSV and SPY?
BRSV and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1124 unique securities.
Which pays a higher dividend, BRSV or SPY?
BRSV yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
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