BOSVX vs. AVUV

Last updated Jun 23, 2026

BOSVX (Bridgeway Omni Small-Cap Value Fund) and AVUV (Avantis US Small Cap Value ETF) are both Small Cap Value Equities funds. Over the past 5 years, BOSVX returned 11.31%/yr vs 11.94%/yr for AVUV. With a 0.98 correlation, they move nearly in lockstep. BOSVX charges 0.60%/yr vs 0.25%/yr for AVUV.

Performance

BOSVX vs. AVUV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bridgeway Omni Small-Cap Value Fund (BOSVX) and Avantis US Small Cap Value ETF (AVUV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with BOSVX having a 20.67% return and AVUV slightly higher at 20.76%.

BOSVX

• 1D: 1.06%
• 1M: 2.43%
• YTD: 20.67%
• 6M: 18.20%
• 1Y: 44.73%
• 3Y*: 18.44%
• 5Y*: 11.31%
• 10Y*: 11.56%

AVUV

• 1D: 0.31%
• 1M: 2.33%
• YTD: 20.76%
• 6M: 18.15%
• 1Y: 39.60%
• 3Y*: 20.03%
• 5Y*: 11.94%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BOSVX vs. AVUV - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
BOSVX Bridgeway Omni Small-Cap Value Fund	20.67%	9.78%	4.21%	18.18%	-4.27%	48.03%	0.83%	7.61%
AVUV Avantis US Small Cap Value ETF	20.76%	7.44%	9.28%	22.82%	-4.91%	42.20%	6.43%	8.54%

Correlation

The correlation between BOSVX and AVUV is 0.96 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.96
Correlation (3Y) Calculated over the trailing 3-year period	0.97
Correlation (5Y) Calculated over the trailing 5-year period	0.98
Correlation (All Time) Calculated using the full available price history since Sep 26, 2019	0.98

The correlation between BOSVX and AVUV has been stable across timeframes, ranging from 0.96 to 0.98 - a consistent structural relationship.

Return for Risk

BOSVX vs. AVUV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BOSVX

BOSVX Risk / Return Rank: 77
BOSVX Sharpe Ratio Rank: 70
BOSVX Sortino Ratio Rank: 69
BOSVX Omega Ratio Rank: 62
BOSVX Calmar Ratio Rank: 95
BOSVX Martin Ratio Rank: 88

AVUV

AVUV Risk / Return Rank: 76
AVUV Sharpe Ratio Rank: 73
AVUV Sortino Ratio Rank: 75
AVUV Omega Ratio Rank: 68
AVUV Calmar Ratio Rank: 88
AVUV Martin Ratio Rank: 79

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BOSVX vs. AVUV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bridgeway Omni Small-Cap Value Fund (BOSVX) and Avantis US Small Cap Value ETF (AVUV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BOSVX	AVUV	Difference
Sharpe ratio: Return per unit of total volatility	2.24	2.26	-0.01
Sortino ratio: Return per unit of downside risk	3.15	3.21	-0.06
Omega ratio: Gain probability vs. loss probability	1.40	1.39	+0.01
Calmar ratio: Return relative to maximum drawdown	5.37	5.00	+0.37
Martin ratio: Return relative to average drawdown	15.71	14.84	+0.87

BOSVX vs. AVUV - Sharpe Ratio Comparison

The current BOSVX Sharpe Ratio is 2.24, which is comparable to the AVUV Sharpe Ratio of 2.26. The chart below compares the historical Sharpe Ratios of BOSVX and AVUV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BOSVX vs. AVUV - Drawdown Comparison

The maximum BOSVX drawdown since its inception was -57.14%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for BOSVX and AVUV.

Drawdown Indicators

	BOSVX	AVUV	Difference
Max Drawdown Largest peak-to-trough decline	-57.14%	-49.42%	-7.72%
Max Drawdown (1Y) Largest decline over 1 year	-8.27%	-7.95%	-0.32%
Max Drawdown (3Y) Largest decline over 3 years	-28.71%	-28.79%	+0.08%
Max Drawdown (5Y) Largest decline over 5 years	-28.71%	-28.79%	+0.08%
Max Drawdown (10Y) Largest decline over 10 years	-57.14%	—	—
Current Drawdown Current decline from peak	-2.23%	-1.61%	-0.62%
Average Drawdown Average peak-to-trough decline	-8.55%	-7.90%	-0.65%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.82%	2.68%	+0.14%

Volatility

BOSVX vs. AVUV - Volatility Comparison

Bridgeway Omni Small-Cap Value Fund (BOSVX) has a higher volatility of 5.03% compared to Avantis US Small Cap Value ETF (AVUV) at 4.28%. This indicates that BOSVX's price experiences larger fluctuations and is considered to be riskier than AVUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BOSVX	AVUV	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.03%	4.28%	+0.75%
Volatility (6M) Calculated over the trailing 6-month period	13.55%	11.39%	+2.16%
Volatility (1Y) Calculated over the trailing 1-year period	19.80%	17.67%	+2.13%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.59%	22.65%	-0.06%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.06%	28.23%	-3.17%

BOSVX vs. AVUV - Expense Ratio Comparison

BOSVX has a 0.60% expense ratio, which is higher than AVUV's 0.25% expense ratio.

Dividends

BOSVX vs. AVUV - Dividend Comparison

BOSVX's dividend yield for the trailing twelve months is around 8.27%, more than AVUV's 1.63% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AVUV Avantis US Small Cap Value ETF	1.63%	1.58%	1.61%	1.65%	1.74%	1.28%	1.21%	0.38%	0.00%	0.00%	0.00%	0.00%
BOSVX Bridgeway Omni Small-Cap Value Fund	8.27%	9.99%	9.71%	8.55%	21.96%	4.12%	1.21%	0.99%	10.36%	6.66%	0.89%	1.00%

Frequently Asked Questions

Can I hold both BOSVX and AVUV in my portfolio?

With a correlation of 0.96, BOSVX and AVUV move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, BOSVX or AVUV?

BOSVX has higher volatility (5.03%) compared to AVUV (4.28%). In terms of maximum drawdown, BOSVX dropped -57.14% vs AVUV's -49.42%.

Which has better risk-adjusted returns?

AVUV currently has the higher Sharpe Ratio (2.26 vs 2.24), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.