BSVO vs VTI
EA Bridgeway Omni Small-Cap Value ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, BSVO or VTI?
Small Cap Value against Large Cap Blend.
VTI has a lower expense ratio. BSVO led over 1Y, VTI over 3Y and the full window. BSVO is less concentrated, with 8.0% of the fund in its ten largest positions against 33.3%.
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
| Metric | BSVO | VTI |
|---|---|---|
| Expense Ratio | 0.45% | 0.03%Best |
| AUM | $2.4B | $690.1B |
| Dividend Yield | 1.21% | 1.03% |
| Holdings | 639 | 3,524 |
| YTD Return | +21.71%Best | +13.35% |
| 1Y Return | +27.69%Best | +15.92% |
| 3Y Return (annualized) | +19.51% | +23.41%Best |
| 5Y Return (annualized) | - | +12.83% |
| Volatility (annualized) | 19.5% | 12.8%Best |
| Max Drawdown | -27.5% | -19.3%Best |
| $10,000 over 3.6 years | $17,496 | $20,824Best |
| Top 10 Weight | 8.0%Best | 33.3% |
| Fund Family | Bridgeway Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Value | Large Cap Blend |
| Inception | Dec 31, 2010 | May 24, 2001 |
Volatility and max drawdown, and the $10,000 over 3.6 years row, are measured over the window both funds cover: Mar 13, 2023 to Oct 2, 2026 (3.6 years).
BSVO vs VTI 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 covers the 3.6 years both funds cover.
BSVO vs VTI Performance
EA Bridgeway Omni Small-Cap Value ETF (BSVO) is an ETF from Bridgeway Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year BSVO returned +27.69% while VTI returned +15.92%. Year to date, BSVO is up 21.71% versus a gain of 13.35% for VTI.
Over three years, BSVO compounded at +19.51% per year against +23.41% for VTI. Across the full 4-year window we track, VTI has the edge at +22.60% annualized vs +16.81%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BSVO has been the more volatile fund, with annualized monthly volatility of 19.5% compared with 12.8% for VTI. 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 -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.68. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BSVO charges 0.45% per year while VTI 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 1.03% for VTI.
Holdings Overlap
88.0% of BSVO's money is in holdings VTI also owns. 0.1% of VTI's money is in holdings BSVO also owns.
Most of BSVO is already inside VTI. Owning both mostly buys the same companies twice.
558 positions in common, counted across the 627 positions we hold weights for in BSVO and 3,463 in VTI, against full books of 639 and 3,524.
What only one of them owns
Our book lists 1,137 positions for VTI that do not appear in our book for BSVO (97.3% of the fund), and 34 for BSVO that do not appear in VTI (6.6%).
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.
Top Shared Holdings
| Stock | Weight in BSVO | Weight in VTI | Difference |
|---|---|---|---|
| INSWInternational Seaways, Inc. | 0.88% | 0.01% | 0.87% |
| HPHelmerich & Payne, Inc. | 0.86% | 0.00% | 0.86% |
| PTENPatterson-Uti Energy Inc | 0.84% | 0.01% | 0.83% |
| VSATViasat Inc | 0.83% | 0.01% | 0.82% |
| VSCOVICTORIA'S SECRET & CO | 0.80% | 0.01% | 0.79% |
| PARRPar Pacific Holdings Inc | 0.79% | 0.01% | 0.78% |
| CRGYCrescent Energ-A | 0.75% | 0.00% | 0.75% |
| BFHBread Financial Holdings, Inc. | 0.73% | 0.01% | 0.72% |
| SIG:LNSignet Jewelers Limited Common Shares | 0.71% | 0.01% | 0.70% |
| WSBCWesbanco, Inc. | 0.70% | 0.01% | 0.69% |
88.0% of BSVO is already inside VTI.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BSVO or VTI?
BSVO has an expense ratio of 0.45% while VTI charges 0.03%. VTI is the cheaper option, by $42 a year on a $10,000 investment.
Which performed better, BSVO or VTI?
Over the past year BSVO returned +27.69% vs +15.92% for VTI, so BSVO leads on 1-year performance. Over the longest common window we track (4 years), BSVO annualized +16.81% vs +22.60% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BSVO or VTI?
BSVO has been the more volatile fund at 19.5% annualized versus 12.8% for VTI. Worst drawdown: BSVO -27.5% vs VTI -19.3%.
Should I hold both BSVO and VTI?
BSVO and VTI have a monthly-return correlation of 0.68, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BSVO and VTI?
88.0% of BSVO's money is in holdings VTI also owns. 0.1% of VTI's is in holdings BSVO also owns. They hold 558 positions in common, counted across the 627 positions we hold weights for in BSVO and 3,463 in VTI.
Which pays a higher dividend, BSVO or VTI?
BSVO yields 1.21% while VTI yields 1.03%, so BSVO currently pays the higher dividend yield.
Is VTI better than BSVO?
VTI has a lower expense ratio. BSVO led over 1Y, VTI over 3Y and the full window. BSVO is less concentrated, with 8.0% of the fund in its ten largest positions against 33.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.