BOSVX vs. DFSVX
Compare and contrast key facts about Bridgeway Omni Small-Cap Value Fund (BOSVX) and DFA U.S. Small Cap Value Portfolio I (DFSVX).
BOSVX is managed by Bridgeway. It was launched on Aug 31, 2011. DFSVX is managed by Dimensional. It was launched on Mar 2, 1993.
Performance
BOSVX vs. DFSVX - Performance Comparison
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BOSVX vs. DFSVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BOSVX Bridgeway Omni Small-Cap Value Fund | 6.76% | 9.78% | 4.21% | 18.18% | -4.27% | 48.03% | 0.83% | 13.90% | -17.15% | 5.91% |
DFSVX DFA U.S. Small Cap Value Portfolio I | 4.70% | 8.37% | 9.58% | 19.02% | -3.57% | 39.97% | 2.24% | 18.15% | -15.13% | 6.82% |
Returns By Period
In the year-to-date period, BOSVX achieves a 6.76% return, which is significantly higher than DFSVX's 4.70% return. Both investments have delivered pretty close results over the past 10 years, with BOSVX having a 10.63% annualized return and DFSVX not far behind at 10.61%.
BOSVX
- 1D
- -0.56%
- 1M
- -3.96%
- YTD
- 6.76%
- 6M
- 12.20%
- 1Y
- 30.56%
- 3Y*
- 14.24%
- 5Y*
- 9.58%
- 10Y*
- 10.63%
DFSVX
- 1D
- -0.56%
- 1M
- -5.28%
- YTD
- 4.70%
- 6M
- 8.23%
- 1Y
- 23.60%
- 3Y*
- 13.98%
- 5Y*
- 9.57%
- 10Y*
- 10.61%
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BOSVX vs. DFSVX - Expense Ratio Comparison
BOSVX has a 0.60% expense ratio, which is higher than DFSVX's 0.30% expense ratio.
Return for Risk
BOSVX vs. DFSVX — Risk / Return Rank
BOSVX
DFSVX
BOSVX vs. DFSVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridgeway Omni Small-Cap Value Fund (BOSVX) and DFA U.S. Small Cap Value Portfolio I (DFSVX). 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.
| BOSVX | DFSVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 1.03 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.81 | 1.55 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.22 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.86 | 1.34 | +0.51 |
Martin ratioReturn relative to average drawdown | 6.85 | 4.99 | +1.86 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BOSVX | DFSVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 1.03 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.44 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.45 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.51 | -0.04 |
Correlation
The correlation between BOSVX and DFSVX is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BOSVX vs. DFSVX - Dividend Comparison
BOSVX's dividend yield for the trailing twelve months is around 9.35%, more than DFSVX's 1.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOSVX Bridgeway Omni Small-Cap Value Fund | 9.35% | 9.99% | 9.71% | 8.55% | 21.96% | 4.12% | 1.21% | 0.99% | 10.36% | 6.66% | 0.89% | 1.00% |
DFSVX DFA U.S. Small Cap Value Portfolio I | 1.66% | 1.69% | 1.47% | 3.67% | 6.77% | 10.40% | 1.96% | 2.83% | 7.54% | 5.18% | 4.18% | 5.29% |
Drawdowns
BOSVX vs. DFSVX - Drawdown Comparison
The maximum BOSVX drawdown since its inception was -57.14%, smaller than the maximum DFSVX drawdown of -66.70%. Use the drawdown chart below to compare losses from any high point for BOSVX and DFSVX.
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Drawdown Indicators
| BOSVX | DFSVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.14% | -66.70% | +9.56% |
Max Drawdown (1Y)Largest decline over 1 year | -14.60% | -15.11% | +0.51% |
Max Drawdown (5Y)Largest decline over 5 years | -28.71% | -27.69% | -1.02% |
Max Drawdown (10Y)Largest decline over 10 years | -57.14% | -52.12% | -5.02% |
Current DrawdownCurrent decline from peak | -6.09% | -7.77% | +1.68% |
Average DrawdownAverage peak-to-trough decline | -8.67% | -9.51% | +0.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.96% | 4.14% | -0.18% |
Volatility
BOSVX vs. DFSVX - Volatility Comparison
Bridgeway Omni Small-Cap Value Fund (BOSVX) has a higher volatility of 5.33% compared to DFA U.S. Small Cap Value Portfolio I (DFSVX) at 5.00%. This indicates that BOSVX's price experiences larger fluctuations and is considered to be riskier than DFSVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BOSVX | DFSVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.33% | 5.00% | +0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 14.73% | 12.75% | +1.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.24% | 23.31% | +0.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.83% | 21.67% | +1.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.05% | 23.92% | +1.13% |