BUSM vs IVV
EA Bridgeway Ultra-Small Company Market ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. BUSM delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | BUSM | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.73% | 0.03% | |
| AUM | $129M | $907.0B | |
| Dividend Yield | 0.00% | 1.10% | |
| Holdings | 38 | 508 | |
| YTD Return | +5.23% | +12.96% | |
| 1Y Return | - | +20.70% | |
| 3Y Return (annualized) | - | +22.10% | |
| 5Y Return (annualized) | - | +13.40% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -1.9% | -56.5% | |
| Fund Family | Bridgeway Funds | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jul 24, 2026 | May 15, 2000 |
BUSM vs IVV Performance
EA Bridgeway Ultra-Small Company Market ETF (BUSM) is a ETF from Bridgeway Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, BUSM is up 5.23% versus a gain of 12.96% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -1.9% for BUSM and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
BUSM charges 0.73% per year while IVV charges 0.03%. On a $10,000 position that is $73 vs $3 annually, a gap of $70 per year that compounds over a long holding period. On income, BUSM currently yields 0.00% against 1.10% for IVV.
Holdings Overlap
BUSM and IVV share 37 holdings out of 506 unique holdings combined, representing a 42.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BUSM or IVV?
BUSM has an expense ratio of 0.73% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $70 per year of difference.
What is the holdings overlap between BUSM and IVV?
BUSM and IVV share 37 common holdings with a 42.5% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, BUSM or IVV?
BUSM yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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