BSVO vs IVV
EA Bridgeway Omni Small-Cap Value ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. BSVO delivered stronger 1-year returns. BSVO offers more diversification with 618 holdings.
Side-by-Side Comparison
| Metric | BSVO | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.03% | |
| AUM | $2.4B | $865.2B | |
| Dividend Yield | 1.21% | 1.09% | |
| Holdings | 630 | 508 | |
| YTD Return | +27.72% | +13.72% | |
| 1Y Return | +40.47% | +21.64% | |
| 3Y Return (annualized) | +18.09% | +21.55% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 19.7% | 15.1% | |
| Max Drawdown | -27.5% | -56.5% | |
| Fund Family | Bridgeway Funds | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Dec 31, 2010 | May 15, 2000 |
BSVO vs IVV Performance
EA Bridgeway Omni Small-Cap Value ETF (BSVO) is a ETF from Bridgeway Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BSVO returned +40.47% while IVV returned +21.64%. Year to date, BSVO is up 27.72% versus a gain of 13.72% for IVV.
Over three years, BSVO compounded at +18.09% per year against +21.55% for IVV. Across the full 3-year window we track, BSVO has the edge at +19.23% annualized vs +7.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BSVO has been the more volatile fund, with annualized monthly volatility of 19.7% compared with 15.1% for IVV. 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 -27.5% for BSVO and -56.5% for IVV. 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BSVO charges 0.45% per year while IVV charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, BSVO currently yields 1.21% against 1.09% for IVV.
Holdings Overlap
BSVO and IVV share 0 holdings out of 1123 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, BSVO or IVV?
BSVO has an expense ratio of 0.45% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
Which performed better, BSVO or IVV?
Over the past year BSVO returned +40.47% vs +21.64% for IVV, so BSVO leads on 1-year performance. Over the longest common window we track (3 years), BSVO annualized +19.23% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, BSVO or IVV?
BSVO has been the more volatile fund at 19.7% annualized versus 15.1% for IVV. Worst drawdown: BSVO -27.5% vs IVV -56.5%.
Should I hold both BSVO and IVV?
BSVO and IVV have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BSVO and IVV?
BSVO and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1123 unique securities.
Which pays a higher dividend, BSVO or IVV?
BSVO yields 1.21% while IVV yields 1.09%, so BSVO currently pays the higher dividend yield.
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