BAGX vs DFUS
EA Bridgeway Aggressive Investors ETF vs Dimensional US Equity Market ETF
Which is better, BAGX or DFUS?
BAGX has been ahead.
DFUS has a lower expense ratio. BAGX led over 1Y. BAGX is less concentrated, with 30.1% of the fund in its ten largest positions against 35.2%.
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 | BAGX | DFUS |
|---|---|---|
| Expense Ratio | 0.73% | 0.09%Best |
| AUM | $202M | $21.6B |
| Dividend Yield | 0.00% | 0.87% |
| Holdings | 94 | 2,253 |
| YTD Return | +4.87% | +13.39%Best |
| 1Y Return | - | +17.12% |
| 3Y Return (annualized) | - | +22.25% |
| 5Y Return (annualized) | - | +12.82% |
| Top 10 Weight | 30.1%Best | 35.2% |
| Fund Family | Bridgeway Funds | Dimensional |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jul 24, 2026 | Sep 25, 2001 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
BAGX vs DFUS 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.
BAGX vs DFUS Performance
EA Bridgeway Aggressive Investors ETF (BAGX) is an ETF from Bridgeway Funds and Dimensional US Equity Market ETF (DFUS) is an ETF from Dimensional. Year to date, BAGX is up 4.87% versus a gain of 13.39% for DFUS.
Past performance does not guarantee future results.
Fees and Cost Over Time
BAGX charges 0.73% per year while DFUS charges 0.09%. On a $10,000 position that is $73 vs $9 annually, a gap of $64 per year that compounds over a long holding period. On income, BAGX currently yields 0.00% against 0.87% for DFUS.
Holdings Overlap
97.1% of BAGX's money is in holdings DFUS also owns. 38.3% of DFUS's money is in holdings BAGX also owns.
Most of BAGX is already inside DFUS. Owning both mostly buys the same companies twice.
89 positions in common, counted across the 94 positions we hold weights for in BAGX and 2,226 in DFUS, against full books of 94 and 2,253.
What only one of them owns
Our book lists 894 positions for DFUS that do not appear in our book for BAGX (59.6% of the fund), and 2 for BAGX that do not appear in DFUS (0.6%).
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 BAGX | Weight in DFUS | Difference |
|---|---|---|---|
| NVDANvidia Corp | 5.56% | 7.11% | 1.55% |
| AAPLApple, Inc | 4.73% | 6.78% | 2.05% |
| MSFTMicrosoft Corp | 3.70% | 5.21% | 1.51% |
| GOOGLAlphabet Inc | 4.06% | 2.78% | 1.28% |
| AMZNAmazon.Com Inc | 1.61% | 3.56% | 1.95% |
| MUMicron Technology, Inc. | 2.39% | 1.57% | 0.82% |
| AMDAdvanced Micro Devices Inc | 2.01% | 1.19% | 0.82% |
| LRCXLrcx Uw Equity | 2.05% | 0.53% | 1.52% |
| AMATApplied Materials, Inc. | 1.79% | 0.51% | 1.28% |
| ILMNIllumina, Inc. | 2.13% | 0.04% | 2.09% |
97.1% of BAGX is already inside DFUS.
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, BAGX or DFUS?
BAGX has an expense ratio of 0.73% while DFUS charges 0.09%. DFUS is the cheaper option, by $64 a year on a $10,000 investment.
What is the holdings overlap between BAGX and DFUS?
97.1% of BAGX's money is in holdings DFUS also owns. 38.3% of DFUS's is in holdings BAGX also owns. They hold 89 positions in common, counted across the 94 positions we hold weights for in BAGX and 2,226 in DFUS.
Which pays a higher dividend, BAGX or DFUS?
BAGX yields 0.00% while DFUS yields 0.87%, so DFUS currently pays the higher dividend yield.
Is DFUS better than BAGX?
DFUS has a lower expense ratio. BAGX led over 1Y. BAGX is less concentrated, with 30.1% of the fund in its ten largest positions against 35.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.