BRSVX vs. AVDV
Compare and contrast key facts about Bridgeway Small Cap Value Fund (BRSVX) and Avantis International Small Cap Value ETF (AVDV).
BRSVX is managed by Bridgeway. It was launched on Oct 31, 2003. AVDV is an actively managed fund by Avantis. It was launched on Sep 24, 2019.
Performance
BRSVX vs. AVDV - Performance Comparison
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BRSVX vs. AVDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BRSVX Bridgeway Small Cap Value Fund | 5.18% | 5.51% | -0.22% | 14.20% | -7.76% | 67.87% | 12.04% | 5.98% |
AVDV Avantis International Small Cap Value ETF | 7.34% | 49.37% | 8.67% | 16.85% | -11.47% | 15.80% | 5.01% | 12.05% |
Returns By Period
In the year-to-date period, BRSVX achieves a 5.18% return, which is significantly lower than AVDV's 7.34% return.
BRSVX
- 1D
- 0.79%
- 1M
- -2.43%
- YTD
- 5.18%
- 6M
- 7.58%
- 1Y
- 20.75%
- 3Y*
- 7.49%
- 5Y*
- 6.44%
- 10Y*
- 11.41%
AVDV
- 1D
- -0.97%
- 1M
- -4.17%
- YTD
- 7.34%
- 6M
- 14.94%
- 1Y
- 49.48%
- 3Y*
- 23.93%
- 5Y*
- 13.58%
- 10Y*
- —
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BRSVX vs. AVDV - Expense Ratio Comparison
BRSVX has a 0.83% expense ratio, which is higher than AVDV's 0.36% expense ratio.
Return for Risk
BRSVX vs. AVDV — Risk / Return Rank
BRSVX
AVDV
BRSVX vs. AVDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridgeway Small Cap Value Fund (BRSVX) and Avantis International Small Cap Value ETF (AVDV). 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.
| BRSVX | AVDV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 2.69 | -1.69 |
Sortino ratioReturn per unit of downside risk | 1.53 | 3.38 | -1.85 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.55 | -0.35 |
Calmar ratioReturn relative to maximum drawdown | 1.76 | 3.76 | -2.01 |
Martin ratioReturn relative to average drawdown | 5.88 | 15.42 | -9.55 |
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
| BRSVX | AVDV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 2.69 | -1.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.79 | -0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.75 | -0.40 |
Correlation
The correlation between BRSVX and AVDV is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BRSVX vs. AVDV - Dividend Comparison
BRSVX's dividend yield for the trailing twelve months is around 1.99%, less than AVDV's 2.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRSVX Bridgeway Small Cap Value Fund | 1.99% | 2.10% | 3.35% | 2.64% | 0.96% | 4.55% | 0.84% | 2.38% | 21.58% | 0.87% | 0.97% | 1.96% |
AVDV Avantis International Small Cap Value ETF | 2.97% | 3.05% | 4.31% | 3.29% | 3.17% | 2.39% | 1.67% | 0.36% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BRSVX vs. AVDV - Drawdown Comparison
The maximum BRSVX drawdown since its inception was -67.58%, which is greater than AVDV's maximum drawdown of -43.01%. Use the drawdown chart below to compare losses from any high point for BRSVX and AVDV.
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Drawdown Indicators
| BRSVX | AVDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.58% | -43.01% | -24.57% |
Max Drawdown (1Y)Largest decline over 1 year | -9.11% | -13.19% | +4.08% |
Max Drawdown (5Y)Largest decline over 5 years | -30.52% | -28.08% | -2.44% |
Max Drawdown (10Y)Largest decline over 10 years | -51.67% | — | — |
Current DrawdownCurrent decline from peak | -5.16% | -8.38% | +3.22% |
Average DrawdownAverage peak-to-trough decline | -13.74% | -6.88% | -6.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.87% | 3.22% | +0.65% |
Volatility
BRSVX vs. AVDV - Volatility Comparison
The current volatility for Bridgeway Small Cap Value Fund (BRSVX) is 5.85%, while Avantis International Small Cap Value ETF (AVDV) has a volatility of 7.51%. This indicates that BRSVX experiences smaller price fluctuations and is considered to be less risky than AVDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRSVX | AVDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.85% | 7.51% | -1.66% |
Volatility (6M)Calculated over the trailing 6-month period | 13.51% | 12.25% | +1.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.24% | 18.47% | +3.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.38% | 17.15% | +5.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.23% | 19.76% | +4.47% |