BUSM vs USVM

BUSM vs USVM

Which is better, BUSM or USVM?

BUSM has been ahead.

USVM has a lower expense ratio. BUSM led over 1Y. BUSM is less concentrated, with 6.0% of the fund in its ten largest positions against 6.4%.

Lower Fees: USVMHigher Returns (1Y): BUSMLess Concentrated: BUSM

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

MetricBUSMUSVM
Expense Ratio0.73%0.29%Best
AUM$115M$1.7B
Dividend Yield0.00%1.90%
Holdings585578
YTD Return-7.05%+13.16%Best
1Y Return-+16.24%
3Y Return (annualized)-+19.25%
5Y Return (annualized)-+9.27%
Top 10 Weight6.0%Best6.4%
Fund FamilyBridgeway FundsVictory Capital Management Inc.
CategoryEquityEquity
StyleSmall Cap ValueSmall Cap Value
InceptionJul 24, 2026Oct 24, 2017

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

BUSM 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.

Compare BUSM against instead:BUSM vs SPYBUSM vs QQQBUSM vs VOOBUSM vs VTIUSVM against:USVM vs VXUS

BUSM vs USVM Performance

EA Bridgeway Ultra-Small Company Market ETF (BUSM) 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, BUSM is down 7.05% versus a gain of 13.16% for USVM.

Past performance does not guarantee future results.

Fees and Cost Over Time

BUSM charges 0.73% per year while USVM charges 0.29%. On a $10,000 position that is $73 vs $29 annually, a gap of $44 per year that compounds over a long holding period. On income, BUSM currently yields 0.00% against 1.90% for USVM.

Holdings Overlap

BUSM already in USVM0.9%
USVM already in BUSM0.6%

0.9% of BUSM's money is in holdings USVM also owns. 0.6% of USVM's money is in holdings BUSM also owns.

We cannot see either book well enough to say how much of this pair is duplicated.

2 positions in common, counted across the 538 positions we hold weights for in BUSM and 292 in USVM, against full books of 585 and 578.

What only one of them owns

Our book lists 284 positions for USVM that do not appear in our book for BUSM (96.9% of the fund), and 529 for BUSM that do not appear in USVM (98.1%).

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

StockWeight in BUSMWeight in USVMDifference
KODKodiak Sciences Inc0.66%0.40%0.26%
AXTIAxt Inc Com0.21%0.23%0.02%

You are not choosing between two funds in isolation.

Whichever of BUSM and USVM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BUSMUSVM

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Frequently Asked Questions

Which is cheaper, BUSM or USVM?

BUSM has an expense ratio of 0.73% while USVM charges 0.29%. USVM is the cheaper option, by $44 a year on a $10,000 investment.

Which pays a higher dividend, BUSM or USVM?

BUSM yields 0.00% while USVM yields 1.90%, so USVM currently pays the higher dividend yield.

Is USVM better than BUSM?

USVM has a lower expense ratio. BUSM led over 1Y. BUSM is less concentrated, with 6.0% of the fund in its ten largest positions against 6.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.