BRSV vs USVM
EA Bridgeway Select Small-Cap Value ETF vs VictoryShares US Small Mid Cap Value Momentum ETF
Which is better, BRSV or USVM?
BRSV has been ahead.
USVM has a lower expense ratio. BRSV led over 1Y. USVM is less concentrated, with 6.4% of the fund in its ten largest positions against 9.6%.
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 | BRSV | USVM |
|---|---|---|
| Expense Ratio | 0.79% | 0.29%Best |
| AUM | $310M | $1.7B |
| Dividend Yield | 0.00% | 1.90% |
| Holdings | 182 | 578 |
| YTD Return | -3.46% | +13.16%Best |
| 1Y Return | - | +16.24% |
| 3Y Return (annualized) | - | +19.25% |
| 5Y Return (annualized) | - | +9.27% |
| Top 10 Weight | 9.6% | 6.4%Best |
| Fund Family | Bridgeway Funds | Victory Capital Management Inc. |
| Category | Equity | Equity |
| Style | Small Cap Value | Small Cap Value |
| Inception | Jul 24, 2026 | Oct 24, 2017 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
BRSV vs USVM 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.
BRSV vs USVM Performance
EA Bridgeway Select Small-Cap Value ETF (BRSV) is an ETF from Bridgeway Funds and VictoryShares US Small Mid Cap Value Momentum ETF (USVM) is an ETF from Victory Capital Management Inc.. Year to date, BRSV is down 3.46% versus a gain of 13.16% for USVM.
Past performance does not guarantee future results.
Fees and Cost Over Time
BRSV charges 0.79% per year while USVM charges 0.29%. On a $10,000 position that is $79 vs $29 annually, a gap of $50 per year that compounds over a long holding period. On income, BRSV currently yields 0.00% against 1.90% for USVM.
Holdings Overlap
41.8% of BRSV's money is in holdings USVM also owns. 24.5% of USVM's money is in holdings BRSV also owns.
The two portfolios partly overlap.
67 positions in common, counted across the 179 positions we hold weights for in BRSV and 292 in USVM, against full books of 182 and 578.
What only one of them owns
Our book lists 220 positions for USVM that do not appear in our book for BRSV (73.4% of the fund), and 107 for BRSV that do not appear in USVM (56.4%).
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 BRSV | Weight in USVM | Difference |
|---|---|---|---|
| WSFSWsfs Financial Corp Common Stock | 0.97% | 0.57% | 0.40% |
| FULTFulton Financial Corp | 0.99% | 0.52% | 0.47% |
| FFBCFirst Financial Bank. | 0.93% | 0.52% | 0.41% |
| UBSIUnited Bankshares Inc/Wv | 0.83% | 0.61% | 0.22% |
| INSWInternational Seaways, Inc. | 1.00% | 0.36% | 0.64% |
| BKHBlack Hills Corp | 0.82% | 0.53% | 0.29% |
| HWCHancock Whitney Corp Common Stock Usd3.33 | 0.79% | 0.56% | 0.23% |
| MATXMatson Inc | 0.96% | 0.38% | 0.58% |
| ABCBAmeris Bancorp Common Stock Usd1.0 | 0.75% | 0.56% | 0.19% |
| NTCTNetscout Systems, Inc. | 0.88% | 0.42% | 0.46% |
41.8% of BRSV is already inside USVM.
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, BRSV or USVM?
BRSV has an expense ratio of 0.79% while USVM charges 0.29%. USVM is the cheaper option, by $50 a year on a $10,000 investment.
What is the holdings overlap between BRSV and USVM?
41.8% of BRSV's money is in holdings USVM also owns. 24.5% of USVM's is in holdings BRSV also owns. They hold 67 positions in common, counted across the 179 positions we hold weights for in BRSV and 292 in USVM.
Which pays a higher dividend, BRSV or USVM?
BRSV yields 0.00% while USVM yields 1.90%, so USVM currently pays the higher dividend yield.
Is USVM better than BRSV?
USVM has a lower expense ratio. BRSV led over 1Y. USVM is less concentrated, with 6.4% of the fund in its ten largest positions against 9.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.