BSVO vs JPSV
EA Bridgeway Omni Small-Cap Value ETF vs JPMorgan Active Small Cap Value ETF
Which is better, BSVO or JPSV?
Nearly the same fund. BSVO costs less.
BSVO has a lower expense ratio. BSVO led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.95. BSVO is less concentrated, with 8.2% of the fund in its ten largest positions against 16.4%.
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 | BSVO | JPSV |
|---|---|---|
| Expense Ratio | 0.45%Best | 0.55% |
| AUM | $2.4B | $28M |
| Dividend Yield | 1.27% | 1.26% |
| Holdings | 639 | 222 |
| YTD Return | +20.21%Best | +13.49% |
| 1Y Return | +26.88%Best | +15.56% |
| 3Y Return (annualized) | +18.59%Best | +12.21% |
| Volatility (annualized) | 19.5% | 16.1%Best |
| Max Drawdown | -27.5% | -22.8%Best |
| $10,000 over 3.6 years | $17,190Best | $14,598 |
| Top 10 Weight | 8.2%Best | 16.4% |
| Fund Family | Bridgeway Funds | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Small Cap Value | Small Cap Value |
| Inception | Dec 31, 2010 | Mar 7, 2023 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 3.6 years row, are measured over the window both funds cover: Mar 13, 2023 to Oct 14, 2026 (3.6 years).
BSVO vs JPSV 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 covers the 3.6 years both funds cover.
BSVO vs JPSV Performance
EA Bridgeway Omni Small-Cap Value ETF (BSVO) is an ETF from Bridgeway Funds and JPMorgan Active Small Cap Value ETF (JPSV) is an ETF from J.P. Morgan Asset Management. Over the past year BSVO returned +26.88% while JPSV returned +15.56%. Year to date, BSVO is up 20.21% versus a gain of 13.49% for JPSV.
Over three years, BSVO compounded at +18.59% per year against +12.21% for JPSV. Across the full 4-year window we track, BSVO has the edge at +16.24% annualized vs +11.08%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BSVO has been the more volatile fund, with annualized monthly volatility of 19.5% compared with 16.1% for JPSV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -27.5% for BSVO and -22.8% for JPSV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BSVO charges 0.45% per year while JPSV charges 0.55%. On a $10,000 position that is $45 vs $55 annually, a gap of $10 per year that compounds over a long holding period. On income, BSVO currently yields 1.27% against 1.26% for JPSV.
Holdings Overlap
5.4% of BSVO's money is in holdings JPSV also owns. 19.9% of JPSV's money is in holdings BSVO also owns.
JPSV and BSVO share little of their money.
22 positions in common, counted across the 630 positions we hold weights for in BSVO and 113 in JPSV, against full books of 639 and 222.
What only one of them owns
Our book lists 90 positions for JPSV that do not appear in our book for BSVO (79.5% of the fund), and 518 for BSVO that do not appear in JPSV (87.2%).
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 BSVO | Weight in JPSV | Difference |
|---|---|---|---|
| WSBCWesbanco, Inc. | 0.69% | 1.44% | 0.75% |
| PFSProvident Financial Services Inc | 0.55% | 1.34% | 0.79% |
| SFNCSimmons First National Corp | 0.57% | 1.28% | 0.71% |
| CARSCars.Com Inc | 0.11% | 1.58% | 1.47% |
| QCRHQcr Holdings Inc Common Stock Usd 1 | 0.33% | 1.29% | 0.96% |
| CACCamden National Corp Common Stock | 0.19% | 1.34% | 1.15% |
| FRMEFirst Merchants Corp Common Stock | 0.46% | 1.05% | 0.59% |
| STGWStagwell Inc Class A | 0.36% | 1.15% | 0.79% |
| IBCPIndependent Bank Corp/mi Common Stock Usd1.0 | 0.08% | 1.18% | 1.10% |
| WFRDWeatherford International Plc | 0.04% | 1.04% | 1.00% |
You are not choosing between two funds in isolation.
Whichever of BSVO and JPSV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BSVO or JPSV?
BSVO has an expense ratio of 0.45% while JPSV charges 0.55%. BSVO is the cheaper option, by $10 a year on a $10,000 investment.
Which performed better, BSVO or JPSV?
Over the past year BSVO returned +26.88% vs +15.56% for JPSV, so BSVO leads on 1-year performance. Over the longest common window we track (4 years), BSVO annualized +16.24% vs +11.08% for JPSV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BSVO or JPSV?
BSVO has been the more volatile fund at 19.5% annualized versus 16.1% for JPSV. Worst drawdown: BSVO -27.5% vs JPSV -22.8%.
Should I hold both BSVO and JPSV?
BSVO and JPSV have a monthly-return correlation of 0.95, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between BSVO and JPSV?
19.9% of JPSV's money is in holdings BSVO also owns. 19.9% of JPSV's is in holdings BSVO also owns. They hold 22 positions in common, counted across the 630 positions we hold weights for in BSVO and 113 in JPSV.
Which pays a higher dividend, BSVO or JPSV?
BSVO yields 1.27% while JPSV yields 1.26%, so BSVO currently pays the higher dividend yield.
Is JPSV better than BSVO?
BSVO has a lower expense ratio. BSVO led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.95. BSVO is less concentrated, with 8.2% of the fund in its ten largest positions against 16.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.