Compare · 2 funds side by side · dividends reinvested

BRSV and IJR

BRSVBridgeway×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,136IJR · best of the two

02 / 03

BRSV and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$108B1.0

EA Series Trust - EA Bridgeway Select Small-Cap Value ETFUS Stock Styles · Small cap0.79%0.00%[…][…][…][…][…][…]$308M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: BRSV 2003 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

EA Series Trust - EA Bridgeway Select Small-Cap Value ETF · $308M[…]

BRSV

IJR

iShares Core S&P Small-Cap ETF · $108B$13,136

$10,000 five years ago, dividends reinvested · they hold 16.7% in common

BRSVMeasureIJR

[…]Year to dateJan 1 → Nov 5+15.4%

[…]1 yearTotal return+19.4%

[…]3 years · per year$10,000 became […] · $16,200+17.4%

[…]5 years · per year$10,000 became […] · $13,136+5.6%

0.79%Expense ratio$79 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $124 a year on $10k1.24%

[…]Worst dropSmaller is better−9.7%

[…]VolatilityLower is calmer16.3%

BRSVIJR Winner of the row, in its colourEach row: the bigger of the two fills its side

0–2IJR wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BRSV vs IJR: Top 5 Holdings

Today

BRSV

4.5%in top 5

IJR

in top 52.7%

BRSVStockIJR

1.0%UMBFnot top 5

0.9%BKHnot top 5

0.9%TRNOnot top 5

0.8%UBSInot top 5

0.8%SIGInot top 5

not top 5PAYC0.6%

not top 5RHP0.5%

not top 5PTGX0.5%

not top 5MTCH0.5%

not top 5VSAT0.5%

Held in common16.7%

End-of-day Nov 5, 2026 · share of each fund

BRSV vs IJR Returns, Every Period

BridgewayBRSV

[…]

past year

IJRiShares

+19.4%

past year

Returns […]

BRSVIJRFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

BRSV vs IJR

YTD

BridgewayBRSV

[…]

IJRiShares

+15.4%

[…]Year to date+15.4%

[…]Worst drop · 1Y−9.7%

[…]Volatility · 1Y16.3%

0.0%Yield1.2%

$308MAssets$108B

1–0IJR wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BRSV, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

BRSV0.79%$79

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BRSV, IJR

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

BRSV0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

BRSV$0 − $79 = −$79

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BRSV, IJR

Today

16.7%most shared, BRSV and IJR

BRSVIJR

BRSV—16.7%

IJR16.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.4%IJR, at 16.3% volatility

IJRWorst drop−9.7%16.3% vol

BRSVWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026