BUSM vs VOO

BUSM vs VOO

Which is better, BUSM or VOO?

Small Cap Value against Large Cap Blend.

VOO has a lower expense ratio. BUSM led over 1Y. BUSM is less concentrated, with 33.9% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOHigher Returns (1Y): BUSMLess Concentrated: BUSM

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

MetricBUSMVOO
Expense Ratio0.73%0.03%Best
AUM$124M$997.4B
Dividend Yield0.00%1.04%
Holdings39509
YTD Return-1.09%+13.82%Best
1Y Return-+18.56%
3Y Return (annualized)-+23.49%
5Y Return (annualized)-+13.34%
Top 10 Weight33.9%Best37.6%
Fund FamilyBridgeway FundsVanguard (US)
CategoryEquityEquity
StyleSmall Cap ValueLarge Cap Blend
InceptionJul 24, 2026Sep 7, 2010

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

BUSM vs VOO 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

BUSM vs VOO Performance

EA Bridgeway Ultra-Small Company Market ETF (BUSM) is an ETF from Bridgeway Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Year to date, BUSM is down 1.09% versus a gain of 13.82% for VOO.

Past performance does not guarantee future results.

Fees and Cost Over Time

BUSM charges 0.73% per year while VOO 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 1.04% for VOO.

Holdings Overlap

BUSM already in VOO99.7%
VOO already in BUSM55.2%

99.7% of BUSM's money is in holdings VOO also owns. 55.2% of VOO's money is in holdings BUSM also owns.

Most of BUSM is already inside VOO. Owning both mostly buys the same companies twice.

37 positions in common, counted across the 38 positions we hold weights for in BUSM and 494 in VOO, against full books of 39 and 509.

What only one of them owns

Measured across the 38 and 494 positions we hold weights for.

VOO holds 450 positions BUSM does not, 44.0% of the fund.

Largest: MU 1.44%, INTC 0.66%, AMAT 0.63%, CAT 0.58%, GE 0.58%

Top Shared Holdings

StockWeight in BUSMWeight in VOODifference
NVDANvidia Corp3.72%7.55%3.83%
AAPLApple, Inc3.54%7.05%3.51%
MSFTMicrosoft Corp3.05%5.36%2.31%
AMZNAmazon.Com Inc2.77%4.13%1.36%
AVGOBroadcom Inc4.02%2.86%1.16%
JPMJpmorgan Chase3.96%1.46%2.50%
GOOGLAlphabet Inc,class A1.91%3.24%1.33%
GOOGAlphabet Inc1.90%2.62%0.72%
AMDAdvanced Micro Devices Inc3.22%1.21%2.01%
METAMeta Platforms Inc2.42%1.90%0.52%

99.7% of BUSM is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BUSMVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BUSM or VOO?

BUSM has an expense ratio of 0.73% while VOO charges 0.03%. VOO is the cheaper option, by $70 a year on a $10,000 investment.

What is the holdings overlap between BUSM and VOO?

99.7% of BUSM's money is in holdings VOO also owns. 55.2% of VOO's is in holdings BUSM also owns. They hold 37 positions in common, counted across the 38 positions we hold weights for in BUSM and 494 in VOO.

Which pays a higher dividend, BUSM or VOO?

BUSM yields 0.00% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than BUSM?

VOO has a lower expense ratio. BUSM led over 1Y. BUSM is less concentrated, with 33.9% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.