BSVO vs VTI
EA Bridgeway Omni Small-Cap Value ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. BSVO delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | BSVO | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.03% | |
| AUM | $2.5B | $666.9B | |
| Dividend Yield | 1.21% | 1.07% | |
| Holdings | 630 | 3,543 | |
| YTD Return | +25.51% | +12.65% | |
| 1Y Return | +37.54% | +21.39% | |
| 3Y Return (annualized) | +18.60% | +21.54% | |
| 5Y Return (annualized) | - | +12.11% | |
| Volatility (annualized) | 19.7% | 15.3% | |
| Max Drawdown | -27.5% | -56.6% | |
| Fund Family | Bridgeway Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 31, 2010 | May 24, 2001 |
BSVO vs VTI Performance
EA Bridgeway Omni Small-Cap Value ETF (BSVO) is a ETF from Bridgeway Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year BSVO returned +37.54% while VTI returned +21.39%. Year to date, BSVO is up 25.51% versus a gain of 12.65% for VTI.
Over three years, BSVO compounded at +18.60% per year against +21.54% for VTI. Across the full 3-year window we track, BSVO has the edge at +18.49% annualized vs +8.07%. 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 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 -56.6% for VTI. 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.07% for VTI.
Holdings Overlap
BSVO and VTI share 448 holdings out of 2973 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 VTI?
BSVO has an expense ratio of 0.45% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
Which performed better, BSVO or VTI?
Over the past year BSVO returned +37.54% vs +21.39% for VTI, so BSVO leads on 1-year performance. Over the longest common window we track (3 years), BSVO annualized +18.49% vs +8.07% for VTI. Past performance does not guarantee future results.
Which is riskier, BSVO or VTI?
BSVO has been the more volatile fund at 19.7% annualized versus 15.3% for VTI. Worst drawdown: BSVO -27.5% vs VTI -56.6%.
Should I hold both BSVO and VTI?
BSVO and VTI have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BSVO and VTI?
BSVO and VTI share 448 common holdings with a 0.0% weight overlap. Combined, they hold 2973 unique securities.
Which pays a higher dividend, BSVO or VTI?
BSVO yields 1.21% while VTI yields 1.07%, so BSVO currently pays the higher dividend yield.
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