BSMC vs VOO
Brandes US Small-Mid Cap Value ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. BSMC delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BSMC | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.71% | 0.03% | |
| AUM | $172M | $979.0B | |
| Dividend Yield | 0.93% | 1.09% | |
| Holdings | 68 | 509 | |
| YTD Return | +16.89% | +13.80% | |
| 1Y Return | +30.40% | +23.71% | |
| 3Y Return (annualized) | - | +21.50% | |
| 5Y Return (annualized) | - | +13.44% | |
| Volatility (annualized) | 13.3% | 14.1% | |
| Max Drawdown | -19.1% | -34.3% | |
| Fund Family | Brandes Investment Partners | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 3, 2023 | Sep 7, 2010 |
BSMC vs VOO Performance
Brandes US Small-Mid Cap Value ETF (BSMC) is a ETF from Brandes Investment Partners and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BSMC returned +30.40% while VOO returned +23.71%. Year to date, BSMC is up 16.89% versus a gain of 13.80% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.3% for BSMC. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -19.1% for BSMC and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BSMC charges 0.71% per year while VOO charges 0.03%. On a $10,000 position that is $71 vs $3 annually, a gap of $68 per year that compounds over a long holding period. On income, BSMC currently yields 0.93% against 1.09% for VOO.
Holdings Overlap
BSMC and VOO share 17 holdings out of 558 unique holdings combined, representing a 0.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BSMC or VOO?
BSMC has an expense ratio of 0.71% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $68 per year of difference.
Which performed better, BSMC or VOO?
Over the past year BSMC returned +30.40% vs +23.71% for VOO, so BSMC leads on 1-year performance. Over the longest common window we track (3 years), BSMC annualized +18.60% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, BSMC or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 13.3% for BSMC. Worst drawdown: BSMC -19.1% vs VOO -34.3%.
Should I hold both BSMC and VOO?
BSMC and VOO have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BSMC and VOO?
BSMC and VOO share 17 common holdings with a 0.5% weight overlap. Combined, they hold 558 unique securities.
Which pays a higher dividend, BSMC or VOO?
BSMC yields 0.93% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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