BOSVX vs. SLYV

In the year-to-date period, BOSVX achieves a -11.61% return, which is significantly higher than SLYV's -12.52% return. Over the past 10 years, BOSVX has underperformed SLYV with an annualized return of 2.59%, while SLYV has yielded a comparatively higher 6.66% annualized return.

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BOSVX has a 0.60% expense ratio, which is higher than SLYV's 0.15% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Bridgeway Omni Small-Cap Value Fund (BOSVX) and SPDR S&P 600 Small Cap Value ETF (SLYV). 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.

The current BOSVX Sharpe Ratio is -0.54, which is lower than the SLYV Sharpe Ratio of -0.19. The chart below compares the historical Sharpe Ratios of BOSVX and SLYV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BOSVX's dividend yield for the trailing twelve months is around 2.07%, less than SLYV's 2.65% yield.

The maximum BOSVX drawdown since its inception was -60.88%, roughly equal to the maximum SLYV drawdown of -61.32%. Use the drawdown chart below to compare losses from any high point for BOSVX and SLYV. For additional features, visit the drawdowns tool.

Bridgeway Omni Small-Cap Value Fund (BOSVX) and SPDR S&P 600 Small Cap Value ETF (SLYV) have volatilities of 7.59% and 7.42%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.