BUSM vs VYM

BUSM vs VYM

Which is better, BUSM or VYM?

Small Cap Value against Large Cap Value.

VYM has a lower expense ratio. BUSM led over 1Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 33.9%.

Lower Fees: VYMHigher Returns (1Y): BUSMLess Concentrated: VYM

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

MetricBUSMVYM
Expense Ratio0.73%0.04%Best
AUM$129M$81.6B
Dividend Yield0.00%2.24%
Holdings39613
YTD Return+3.42%+14.33%Best
1Y Return-+20.01%
3Y Return (annualized)-+18.43%
5Y Return (annualized)-+12.16%
Top 10 Weight33.9%25.9%Best
Fund FamilyBridgeway FundsVanguard (US)
CategoryEquityEquity
StyleSmall Cap ValueLarge Cap Value
InceptionJul 24, 2026Nov 10, 2006

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

BUSM vs VYM 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 VYM Performance

EA Bridgeway Ultra-Small Company Market ETF (BUSM) is an ETF from Bridgeway Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, BUSM is up 3.42% versus a gain of 14.33% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

BUSM charges 0.73% per year while VYM charges 0.04%. On a $10,000 position that is $73 vs $4 annually, a gap of $69 per year that compounds over a long holding period. On income, BUSM currently yields 0.00% against 2.24% for VYM.

Holdings Overlap

BUSM already in VYM49.7%
VYM already in BUSM34.0%

49.7% of BUSM's money is in holdings VYM also owns. 34.0% of VYM's money is in holdings BUSM also owns.

The two portfolios partly overlap.

18 positions in common, counted across the 38 positions we hold weights for in BUSM and 602 in VYM, against full books of 39 and 613.

What only one of them owns

Measured across the 38 and 602 positions we hold weights for.

VYM holds 551 positions BUSM does not, 63.3% of the fund.

Largest: CAT 2.01%, PM 1.17%, GS 1.15%, TXN 1.13%, LIN 0.99%

Top Shared Holdings

StockWeight in BUSMWeight in VYMDifference
AVGOBroadcom Inc4.02%7.29%3.27%
JPMJpmorgan Chase & Co.3.96%3.38%0.58%
JNJJohnson & Johnson - Common2.80%2.54%0.26%
CSCOCisco Systems Inc3.23%1.93%1.30%
XOMExxon Mobil Corp2.77%2.36%0.41%
UNHUnitedhealth Group3.51%1.56%1.95%
ABBVAbbvie Inc.2.42%1.85%0.57%
BACBank Of America Corp Preferred Stock 6.52.68%1.56%1.12%
CVXChevron Corp.United States -Energy2.86%1.28%1.58%
KOCoca-cola Co.2.63%1.31%1.32%

49.7% of BUSM is already inside VYM.

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

BUSMVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BUSM or VYM?

BUSM has an expense ratio of 0.73% while VYM charges 0.04%. VYM is the cheaper option, by $69 a year on a $10,000 investment.

What is the holdings overlap between BUSM and VYM?

49.7% of BUSM's money is in holdings VYM also owns. 34.0% of VYM's is in holdings BUSM also owns. They hold 18 positions in common, counted across the 38 positions we hold weights for in BUSM and 602 in VYM.

Which pays a higher dividend, BUSM or VYM?

BUSM yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

Is VYM better than BUSM?

VYM has a lower expense ratio. BUSM led over 1Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 33.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.