BRSIX vs. IWX

In the year-to-date period, BRSIX achieves a -11.22% return, which is significantly lower than IWX's 3.95% return. Over the past 10 years, BRSIX has underperformed IWX with an annualized return of 4.67%, while IWX has yielded a comparatively higher 8.80% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

BRSIX has a 0.78% expense ratio, which is higher than IWX's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Bridgeway Ultra Small Company Market Fund (BRSIX) and iShares Russell Top 200 Value ETF (IWX). 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 BRSIX Sharpe Ratio is 0.06, which is lower than the IWX Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of BRSIX and IWX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BRSIX's dividend yield for the trailing twelve months is around 0.70%, less than IWX's 1.83% yield.

The maximum BRSIX drawdown since its inception was -61.79%, which is greater than IWX's maximum drawdown of -35.76%. Use the drawdown chart below to compare losses from any high point for BRSIX and IWX.

Bridgeway Ultra Small Company Market Fund (BRSIX) has a higher volatility of 6.87% compared to iShares Russell Top 200 Value ETF (IWX) at 4.11%. This indicates that BRSIX's price experiences larger fluctuations and is considered to be riskier than IWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.