BUSM vs VTI

BUSM vs VTI

Which is better, BUSM or VTI?

Small Cap Value against Large Cap Blend.

VTI 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 33.5%.

Lower Fees: VTIHigher 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

MetricBUSMVTI
Expense Ratio0.73%0.03%Best
AUM$115M$689.2B
Dividend Yield0.00%1.06%
Holdings5853,524
YTD Return-7.05%+13.02%Best
1Y Return-+16.63%
3Y Return (annualized)-+21.97%
5Y Return (annualized)-+11.99%
Top 10 Weight6.0%Best33.5%
Fund FamilyBridgeway FundsVanguard (US)
CategoryEquityEquity
StyleSmall Cap ValueLarge Cap Blend
InceptionJul 24, 2026May 24, 2001

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

BUSM vs VTI 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.

BUSM vs VTI Performance

EA Bridgeway Ultra-Small Company Market ETF (BUSM) is an ETF from Bridgeway Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Year to date, BUSM is down 7.05% versus a gain of 13.02% for VTI.

Past performance does not guarantee future results.

Fees and Cost Over Time

BUSM charges 0.73% per year while VTI charges 0.03%. On a $10,000 position that is $73 vs $3 annually, a gap of $70 per year that compounds over a long holding period. On income, BUSM currently yields 0.00% against 1.06% for VTI.

Holdings Overlap

BUSM already in VTI96.5%

96.5% of BUSM's money is in holdings VTI also owns.

Most of BUSM is already inside VTI. Owning both mostly buys the same companies twice.

511 positions in common, counted across the 538 positions we hold weights for in BUSM and 3,441 in VTI, against full books of 585 and 3,524.

What only one of them owns

Our book lists 1,154 positions for VTI that do not appear in our book for BUSM (97.6% of the fund), and 27 for BUSM that do not appear in VTI (3.1%).

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 VTIDifference
OABIOmniab, Inc.0.77%0.00%0.77%
KODKodiak Sciences Inc0.66%0.00%0.66%
FLXSFlexsteel Industries Inc0.64%0.00%0.64%
HNSTHonest Co0.59%0.00%0.59%
RCMTRcm Technologies Inc0.59%0.00%0.59%
SNDSmart Sand Inc0.57%0.00%0.57%
TKNOAlpha Teknova Inc.0.56%0.00%0.56%
MFINMedallion Financial Corp0.54%0.00%0.54%
MASS908 Devices Inc0.53%0.00%0.53%
FRDFriedman Industries Inc0.52%0.00%0.52%

96.5% of BUSM is already inside VTI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BUSMVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BUSM or VTI?

BUSM has an expense ratio of 0.73% while VTI charges 0.03%. VTI is the cheaper option, by $70 a year on a $10,000 investment.

What is the holdings overlap between BUSM and VTI?

96.5% of BUSM's money is in holdings VTI also owns. 0.0% of VTI's is in holdings BUSM also owns. They hold 511 positions in common, counted across the 538 positions we hold weights for in BUSM and 3,441 in VTI.

Which pays a higher dividend, BUSM or VTI?

BUSM yields 0.00% while VTI yields 1.06%, so VTI currently pays the higher dividend yield.

Is VTI better than BUSM?

VTI 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 33.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.