Compare · 2 funds side by side · dividends reinvested

BSVO and IWM

BSVOBridgeway×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,509IWM · best of the two

02 / 04

BSVO and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

EA Bridgeway Omni Small-Cap Value ETFUS Stock Styles · Small cap0.45%1.21%+25.8%+32.3%+20.9%[…]−8.3%15.9%$2.5B1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$75.8B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: BSVO 2010 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

EA Bridgeway Omni Small-Cap Value ETF · $2.5B[…]

BSVO

IWM

iShares Russell 2000 ETF · $75.8B$13,509

$10,000 five years ago, dividends reinvested · they hold 16.2% in common

BSVOMeasureIWM

+25.8%Year to dateJan 1 → Nov 4+16.2%

+32.3%1 yearTotal return+16.9%

+20.9%3 years · per year$10,000 became $17,661 · $18,002+21.6%

[…]5 years · per year$10,000 became […] · $13,509+6.2%

0.45%Expense ratio$45 · $19 a year on $10k · lower is better0.19%

1.21%Trailing 12-mo yield$121 · $96 a year on $10k0.96%

−8.3%Worst dropSmaller is better−11.1%

15.9%VolatilityLower is calmer18.2%

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

5–2BSVO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BSVO vs IWM: Top 5 Holdings

Today

BSVO

4.2%in top 5

IWM

in top 51.9%

BSVOStockIWM

1.0%VSXYnot top 5

0.8%VSAT0.3%

0.8%STNGnot top 5

0.8%INSWnot top 5

0.8%PTENnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5MOG-A0.3%

not top 5UMBF0.3%

Held in common16.2%

End-of-day Nov 4, 2026 · share of each fund

BSVO vs IWM Returns, Every Period

BridgewayBSVO

+32.3%

past year

IWMiShares

+16.9%

past year

BSVOIWMFaded: behind in that period

2–1BSVO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BSVO vs IWM

YTD

BridgewayBSVO

+25.8%

IWMiShares

+16.2%

+25.8%Year to date+16.2%

−8.3%Worst drop · 1Y−11.1%

15.9%Volatility · 1Y18.2%

1.2%Yield1.0%

$2.5BAssets$75.8B

4–0BSVO wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BSVO, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

BSVO0.45%$45

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BSVO, IWM

1.21%highest, BSVO

FundTrailing yieldYield$10k

BSVO1.21%$121

IWM0.96%$96

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

BSVO$121 − $45 = $76

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BSVO, IWM

Today

16.2%most shared, BSVO and IWM

BSVOIWM

BSVO—16.2%

IWM16.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+32.3%BSVO, at 15.9% volatility

BSVOWorst drop−8.3%15.9% vol

IWMWorst drop−11.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

BSVOIWM

+25.8%Year to date+16.2%

1.2%Yield1.0%

+32.3%Past year+16.9%

0.45%Fee0.19%

3–1BSVO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026