BSVO vs VYM
EA Bridgeway Omni Small-Cap Value ETF vs Vanguard High Dividend Yield ETF
Which is better, BSVO or VYM?
Small Cap Value against Large Cap Value.
VYM has a lower expense ratio. BSVO led over 1Y, VYM over 3Y and the full window. BSVO is less concentrated, with 8.2% of the fund in its ten largest positions against 25.8%.
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 | VYM |
|---|---|---|
| Expense Ratio | 0.45% | 0.04%Best |
| AUM | $2.4B | $78.9B |
| Dividend Yield | 1.27% | 2.37% |
| Holdings | 639 | 608 |
| YTD Return | +20.21%Best | +11.83% |
| 1Y Return | +26.88%Best | +15.96% |
| 3Y Return (annualized) | +18.59% | +18.60%Best |
| 5Y Return (annualized) | - | +11.51% |
| Volatility (annualized) | 19.5% | 11.6%Best |
| Max Drawdown | -27.5% | -14.5%Best |
| $10,000 over 3.6 years | $17,190 | $17,281Best |
| Top 10 Weight | 8.2%Best | 25.8% |
| Fund Family | Bridgeway Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Value | Large Cap Value |
| Inception | Dec 31, 2010 | Nov 10, 2006 |
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 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 covers the 3.6 years both funds cover.
BSVO vs VYM Performance
EA Bridgeway Omni Small-Cap Value ETF (BSVO) is an ETF from Bridgeway Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BSVO returned +26.88% while VYM returned +15.96%. Year to date, BSVO is up 20.21% versus a gain of 11.83% for VYM.
Over three years, BSVO compounded at +18.59% per year against +18.60% for VYM. Across the full 4-year window we track, VYM has the edge at +16.41% annualized vs +16.24%.
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 11.6% for VYM. 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 -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BSVO charges 0.45% per year while VYM charges 0.04%. On a $10,000 position that is $45 vs $4 annually, a gap of $41 per year that compounds over a long holding period. On income, BSVO currently yields 1.27% against 2.37% for VYM.
Holdings Overlap
26.5% of BSVO's money is in holdings VYM also owns. 0.7% of VYM's money is in holdings BSVO also owns.
BSVO and VYM share little of their money.
65 positions in common, counted across the 630 positions we hold weights for in BSVO and 602 in VYM, against full books of 639 and 608.
What only one of them owns
Our book lists 515 positions for VYM that do not appear in our book for BSVO (97.2% of the fund), and 477 for BSVO that do not appear in VYM (68.0%).
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 VYM | Difference |
|---|---|---|---|
| STNG:MHScorpio Tankers Inc. Common Stock | 0.84% | 0.01% | 0.83% |
| SIG:LNSignet Jewelers Limited Common Shares | 0.78% | 0.01% | 0.77% |
| PTENPatterson-Uti Energy Inc | 0.76% | 0.02% | 0.74% |
| HPHelmerich & Payne, Inc. | 0.76% | 0.02% | 0.74% |
| BFHBread Financial Holdings, Inc. | 0.69% | 0.02% | 0.67% |
| WSBCWesbanco, Inc. | 0.69% | 0.02% | 0.67% |
| RNSTRenasant Corp. | 0.64% | 0.02% | 0.62% |
| VACMarriott Vacations Worldwide Corp | 0.64% | 0.01% | 0.63% |
| FFBCFirst Financial Bank. | 0.63% | 0.01% | 0.62% |
| AEOAmerican Eagle Outfitters Inc | 0.62% | 0.01% | 0.61% |
26.5% of BSVO 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BSVO or VYM?
BSVO has an expense ratio of 0.45% while VYM charges 0.04%. VYM is the cheaper option, by $41 a year on a $10,000 investment.
Which performed better, BSVO or VYM?
Over the past year BSVO returned +26.88% vs +15.96% for VYM, so BSVO leads on 1-year performance. Over the longest common window we track (4 years), BSVO annualized +16.24% vs +16.41% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BSVO or VYM?
BSVO has been the more volatile fund at 19.5% annualized versus 11.6% for VYM. Worst drawdown: BSVO -27.5% vs VYM -14.5%.
Should I hold both BSVO and VYM?
BSVO and VYM have a monthly-return correlation of 0.82, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BSVO and VYM?
26.5% of BSVO's money is in holdings VYM also owns. 0.7% of VYM's is in holdings BSVO also owns. They hold 65 positions in common, counted across the 630 positions we hold weights for in BSVO and 602 in VYM.
Which pays a higher dividend, BSVO or VYM?
BSVO yields 1.27% while VYM yields 2.37%, so VYM currently pays the higher dividend yield.
Is VYM better than BSVO?
VYM has a lower expense ratio. BSVO led over 1Y, VYM over 3Y and the full window. BSVO is less concentrated, with 8.2% of the fund in its ten largest positions against 25.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.