AESL vs BSVO
Harbor AlphaEdge Small Cap Value ETF vs EA Bridgeway Omni Small-Cap Value ETF
Which is better, AESL or BSVO?
AESL costs less.
AESL has a lower expense ratio. BSVO is less concentrated, with 8.2% of the fund in its ten largest positions against 26.7%.
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
| Metric | AESL | BSVO |
|---|---|---|
| Expense Ratio | 0.40%Best | 0.45% |
| AUM | $2M | $2.4B |
| Dividend Yield | 0.00% | 1.27% |
| Holdings | 102 | 639 |
| YTD Return | -2.65% | +20.21%Best |
| 1Y Return | - | +26.88% |
| 3Y Return (annualized) | - | +18.59% |
| Top 10 Weight | 26.7% | 8.2%Best |
| Fund Family | Harbor Funds | Bridgeway Funds |
| Category | Equity | Equity |
| Style | Small Cap Value | Small Cap Value |
| Inception | Aug 26, 2026 | Dec 31, 2010 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
AESL vs BSVO 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.
AESL vs BSVO Performance
Harbor AlphaEdge Small Cap Value ETF (AESL) is an ETF from Harbor Funds and EA Bridgeway Omni Small-Cap Value ETF (BSVO) is an ETF from Bridgeway Funds. Year to date, AESL is down 2.65% versus a gain of 20.21% for BSVO.
Past performance does not guarantee future results.
Fees and Cost Over Time
AESL charges 0.40% per year while BSVO charges 0.45%. On a $10,000 position that is $40 vs $45 annually, a gap of $5 per year that compounds over a long holding period. On income, AESL currently yields 0.00% against 1.27% for BSVO.
Holdings Overlap
27.3% of AESL's money is in holdings BSVO also owns. 13.8% of BSVO's money is in holdings AESL also owns.
AESL and BSVO share little of their money.
43 positions in common, counted across the 126 positions we hold weights for in AESL and 630 in BSVO, against full books of 102 and 639.
What only one of them owns
Our book lists 499 positions for BSVO that do not appear in our book for AESL (80.9% of the fund), and 75 for AESL that do not appear in BSVO (68.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in AESL | Weight in BSVO | Difference |
|---|---|---|---|
| BFHBread Financial Holdings, Inc. | 2.96% | 0.69% | 2.27% |
| SLDESlide Insurance Holdings, Inc. | 2.11% | 0.42% | 1.69% |
| TNKTeekay Tankers Ltd Common Stock Temp Line | 1.72% | 0.73% | 0.99% |
| SIG:LNSignet Jewelers Limited Common Shares | 0.88% | 0.78% | 0.10% |
| CARECarter Bank & Trust | 1.51% | 0.13% | 1.38% |
| ZDZiff Davis Inc | 1.08% | 0.40% | 0.68% |
| STNG:MHScorpio Tankers Inc. Common Stock | 0.57% | 0.84% | 0.27% |
| VSATViasat Inc | 0.49% | 0.82% | 0.33% |
| ECPGEncore Capital Group, Inc. | 0.85% | 0.43% | 0.42% |
| INSWInternational Seaways, Inc. | 0.26% | 0.95% | 0.69% |
27.3% of AESL is already inside BSVO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AESL or BSVO?
AESL has an expense ratio of 0.40% while BSVO charges 0.45%. AESL is the cheaper option, by $5 a year on a $10,000 investment.
What is the holdings overlap between AESL and BSVO?
27.3% of AESL's money is in holdings BSVO also owns. 13.8% of BSVO's is in holdings AESL also owns. They hold 43 positions in common, counted across the 126 positions we hold weights for in AESL and 630 in BSVO.
Which pays a higher dividend, AESL or BSVO?
AESL yields 0.00% while BSVO yields 1.27%, so BSVO currently pays the higher dividend yield.
Is BSVO better than AESL?
AESL has a lower expense ratio. BSVO is less concentrated, with 8.2% of the fund in its ten largest positions against 26.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.