BSVO vs VYM
EA Bridgeway Omni Small-Cap Value ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. BSVO delivered stronger 1-year returns. BSVO offers more diversification with 618 holdings.
Side-by-Side Comparison
| Metric | BSVO | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.04% | |
| AUM | $2.4B | $79.0B | |
| Dividend Yield | 1.21% | 2.86% | |
| Holdings | 630 | 568 | |
| YTD Return | +27.72% | +16.53% | |
| 1Y Return | +40.47% | +25.03% | |
| 3Y Return (annualized) | +18.09% | +18.54% | |
| 5Y Return (annualized) | - | +12.25% | |
| Volatility (annualized) | 19.7% | 14.6% | |
| Max Drawdown | -27.5% | -58.8% | |
| Fund Family | Bridgeway Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 31, 2010 | Nov 10, 2006 |
BSVO vs VYM Performance
EA Bridgeway Omni Small-Cap Value ETF (BSVO) is a ETF from Bridgeway Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BSVO returned +40.47% while VYM returned +25.03%. Year to date, BSVO is up 27.72% versus a gain of 16.53% for VYM.
Over three years, BSVO compounded at +18.09% per year against +18.54% for VYM. Across the full 3-year window we track, BSVO has the edge at +19.23% annualized vs +7.10%. 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 14.6% for VYM. 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 -58.8% for VYM. 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 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BSVO charges 0.45% per year while VYM charges 0.04%. On a $10,000 position that is $45 vs $4 annually, a gap of $41 per year that compounds over a long holding period. On income, BSVO currently yields 1.21% against 2.86% for VYM.
Holdings Overlap
BSVO and VYM share 64 holdings out of 1112 unique holdings combined, representing a 0.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BSVO or VYM?
BSVO has an expense ratio of 0.45% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
Which performed better, BSVO or VYM?
Over the past year BSVO returned +40.47% vs +25.03% for VYM, so BSVO leads on 1-year performance. Over the longest common window we track (3 years), BSVO annualized +19.23% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, BSVO or VYM?
BSVO has been the more volatile fund at 19.7% annualized versus 14.6% for VYM. Worst drawdown: BSVO -27.5% vs VYM -58.8%.
Should I hold both BSVO and VYM?
BSVO and VYM have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BSVO and VYM?
BSVO and VYM share 64 common holdings with a 0.6% weight overlap. Combined, they hold 1112 unique securities.
Which pays a higher dividend, BSVO or VYM?
BSVO yields 1.21% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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