BUSM vs VTI

BUSM vs VTI
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Quick Verdict

VTI has a lower expense ratio. BUSM delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: BUSMMore Diversified: VTI

Side-by-Side Comparison

MetricBUSMVTIWinner
Expense Ratio0.73%0.03%
AUM$129M$666.9B
Dividend Yield0.00%1.07%
Holdings383,543
YTD Return+5.23%+13.38%
1Y Return-+21.12%
3Y Return (annualized)-+21.85%
5Y Return (annualized)-+12.44%
Volatility (annualized)-15.3%
Max Drawdown-1.9%-56.6%
Fund FamilyBridgeway FundsVanguard (US)
CategoryEquityEquity
InceptionJul 24, 2026May 24, 2001

BUSM vs VTI Performance

EA Bridgeway Ultra-Small Company Market ETF (BUSM) is a ETF from Bridgeway Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, BUSM is up 5.23% versus a gain of 13.38% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -1.9% for BUSM and -56.6% for VTI. 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 VTI 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 1.07% for VTI.

Holdings Overlap

39.2%overlap

BUSM and VTI share 37 holdings out of 2788 unique holdings combined, representing a 39.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BUSMWeight in VTIDifference
NVDA3.72%6.32%2.60%
AAPL3.54%5.84%2.30%
MSFT3.05%3.81%0.76%
AVGOProProPro
AMZNProProPro
JPMProProPro
GOOGLProProPro
AMDProProPro
LLYProProPro
GOOGProProPro
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Frequently Asked Questions

Which is cheaper, BUSM or VTI?

BUSM has an expense ratio of 0.73% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $70 per year of difference.

What is the holdings overlap between BUSM and VTI?

BUSM and VTI share 37 common holdings with a 39.2% weight overlap. Combined, they hold 2788 unique securities.

Which pays a higher dividend, BUSM or VTI?

BUSM yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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