BSVO vs SPY
EA Bridgeway Omni Small-Cap Value ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. BSVO delivered stronger 1-year returns. BSVO offers more diversification with 618 holdings.
Side-by-Side Comparison
| Metric | BSVO | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.09% | |
| AUM | $2.4B | $789.1B | |
| Dividend Yield | 1.21% | 1.01% | |
| Holdings | 630 | 505 | |
| YTD Return | +28.38% | +14.47% | |
| 1Y Return | +37.87% | +21.96% | |
| 3Y Return (annualized) | +18.27% | +21.70% | |
| 5Y Return (annualized) | - | +13.30% | |
| Volatility (annualized) | 19.7% | 15.3% | |
| Max Drawdown | -27.5% | -56.5% | |
| Fund Family | Bridgeway Funds | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Dec 31, 2010 | Jan 22, 1993 |
BSVO vs SPY Performance
EA Bridgeway Omni Small-Cap Value ETF (BSVO) is a ETF from Bridgeway Funds and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year BSVO returned +37.87% while SPY returned +21.96%. Year to date, BSVO is up 28.38% versus a gain of 14.47% for SPY.
Over three years, BSVO compounded at +18.27% per year against +21.70% for SPY. Across the full 3-year window we track, BSVO has the edge at +19.39% annualized vs +8.87%. 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 15.3% for SPY. 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 SPY. 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 SPY charges 0.09%. On a $10,000 position that is $45 vs $9 annually, a gap of $36 per year that compounds over a long holding period. On income, BSVO currently yields 1.21% against 1.01% for SPY.
Holdings Overlap
BSVO and SPY share 0 holdings out of 1121 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 SPY?
BSVO has an expense ratio of 0.45% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $36 per year of difference.
Which performed better, BSVO or SPY?
Over the past year BSVO returned +37.87% vs +21.96% for SPY, so BSVO leads on 1-year performance. Over the longest common window we track (3 years), BSVO annualized +19.39% vs +8.87% for SPY. Past performance does not guarantee future results.
Which is riskier, BSVO or SPY?
BSVO has been the more volatile fund at 19.7% annualized versus 15.3% for SPY. Worst drawdown: BSVO -27.5% vs SPY -56.5%.
Should I hold both BSVO and SPY?
BSVO and SPY 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 SPY?
BSVO and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1121 unique securities.
Which pays a higher dividend, BSVO or SPY?
BSVO yields 1.21% while SPY yields 1.01%, so BSVO currently pays the higher dividend yield.
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