Compare · 2 funds side by side · dividends reinvested

BSVO and VBR

BSVOBridgeway×VBRVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,249VBR · best of the two

02 / 04

BSVO and VBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

EA Bridgeway Omni Small-Cap Value ETFUS Stock Styles · Small cap0.45%1.23%+23.8%+31.0%+20.7%[…]−8.3%15.8%$2.5B1.4

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.80%+17.4%+21.0%+20.5%+8.8%−8.9%13.9%$35.1B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: BSVO 2010 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

BSVO

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,249

$10,000 five years ago, dividends reinvested · they hold 5.0% in common

BSVOMeasureVBR

+23.8%Year to dateJan 1 → Nov 3+17.4%

+31.0%1 yearTotal return+21.0%

+20.7%3 years · per year$10,000 became $17,570 · $17,478+20.5%

[…]5 years · per year$10,000 became […] · $15,249+8.8%

0.45%Expense ratio$45 · $5 a year on $10k · lower is better0.05%

1.23%Trailing 12-mo yield$123 · $180 a year on $10k1.80%

−8.3%Worst dropSmaller is better−8.9%

15.8%VolatilityLower is calmer13.9%

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

4–3BSVO wins

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

More Ways to See the Pairs

BSVO vs VBR: Top 5 Holdings

Today

BSVO

4.2%in top 5

VBR

in top 53.3%

BSVOStockVBR

1.0%VSXYnot top 5

0.8%VSATnot top 5

0.8%STNGnot top 5

0.8%INSWnot top 5

not top 5MRNA0.8%

0.8%PTENnot top 5

not top 5JBL0.7%

not top 5WSM0.6%

not top 5ATO0.6%

not top 5FFIV0.6%

Held in common5.0%

End-of-day Nov 3, 2026 · share of each fund

BSVO vs VBR Returns, Every Period

BridgewayBSVO

+31.0%

past year

VBRVanguard

+21.0%

past year

BSVOVBRFaded: behind in that period

3–0BSVO wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

BSVO vs VBR

YTD

BridgewayBSVO

+23.8%

VBRVanguard

+17.4%

+23.8%Year to date+17.4%

−8.3%Worst drop · 1Y−8.9%

15.8%Volatility · 1Y13.9%

1.2%Yield1.8%

$2.5BAssets$35.1B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BSVO, VBR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

BSVO0.45%$45

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BSVO, VBR

1.80%highest, VBR

FundTrailing yieldYield$10k

VBR1.80%$180

BSVO1.23%$123

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$175most kept, VBR

VBR$180 − $5 = $175

BSVO$123 − $45 = $78

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BSVO, VBR

Today

5.0%most shared, BSVO and VBR

BSVOVBR

BSVO—5.0%

VBR5.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+31.0%BSVO, at 15.8% volatility

VBRWorst drop−8.9%13.9% vol

BSVOWorst drop−8.3%15.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VBRBSVO

+17.4%Year to date+23.8%

1.8%Yield1.2%

+21.0%Past year+31.0%

0.05%Fee0.45%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026