BRSVX vs. AVUS

Last updated Apr 1, 2026

Compare and contrast key facts about Bridgeway Small Cap Value Fund (BRSVX) and Avantis U.S. Equity ETF (AVUS).

BRSVX is managed by Bridgeway. It was launched on Oct 31, 2003. AVUS is an actively managed fund by American Century. It was launched on Sep 24, 2019.

Performance

BRSVX vs. AVUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bridgeway Small Cap Value Fund (BRSVX) and Avantis U.S. Equity ETF (AVUS). The values are adjusted to include any dividend payments, if applicable.

BRSVX vs. AVUS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
BRSVX Bridgeway Small Cap Value Fund	2.10%	5.51%	-0.22%	14.20%	-7.76%	67.87%	12.04%	5.98%
AVUS Avantis U.S. Equity ETF	-0.32%	16.68%	20.43%	21.77%	-13.82%	28.73%	17.58%	8.87%

Returns By Period

In the year-to-date period, BRSVX achieves a 2.10% return, which is significantly higher than AVUS's -0.32% return.

BRSVX

• 1D: -0.53%
• 1M: -5.81%
• YTD: 2.10%
• 6M: 3.94%
• 1Y: 19.12%
• 3Y*: 6.43%
• 5Y*: 6.15%
• 10Y*: 11.08%

AVUS

• 1D: 2.83%
• 1M: -4.35%
• YTD: -0.32%
• 6M: 2.80%
• 1Y: 21.65%
• 3Y*: 17.69%
• 5Y*: 11.12%
• 10Y*: —

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

BRSVX vs. AVUS - Expense Ratio Comparison

BRSVX has a 0.83% expense ratio, which is higher than AVUS's 0.15% expense ratio.

BRSVX

Bridgeway Small Cap Value Fund

AVUS

Avantis U.S. Equity ETF

Return for Risk

BRSVX vs. AVUS — Risk / Return Rank

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

BRSVX

BRSVX Risk / Return Rank: 46
BRSVX Sharpe Ratio Rank: 43
BRSVX Sortino Ratio Rank: 48
BRSVX Omega Ratio Rank: 41
BRSVX Calmar Ratio Rank: 56
BRSVX Martin Ratio Rank: 43

AVUS

AVUS Risk / Return Rank: 73
AVUS Sharpe Ratio Rank: 69
AVUS Sortino Ratio Rank: 71
AVUS Omega Ratio Rank: 74
AVUS Calmar Ratio Rank: 71
AVUS Martin Ratio Rank: 82

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.

BRSVX vs. AVUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bridgeway Small Cap Value Fund (BRSVX) and Avantis U.S. Equity ETF (AVUS). 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	AVUS	Difference
Sharpe ratio Return per unit of total volatility	0.87	1.16	-0.29
Sortino ratio Return per unit of downside risk	1.36	1.72	-0.36
Omega ratio Gain probability vs. loss probability	1.18	1.26	-0.08
Calmar ratio Return relative to maximum drawdown	1.30	1.72	-0.42
Martin ratio Return relative to average drawdown	4.39	8.50	-4.11
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BRSVX vs. AVUS - Sharpe Ratio Comparison

The current BRSVX Sharpe Ratio is 0.87, which is comparable to the AVUS Sharpe Ratio of 1.16. The chart below compares the historical Sharpe Ratios of BRSVX and AVUS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BRSVX	AVUS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.87	1.16	-0.29
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.28	0.65	-0.37
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.46	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.34	0.69	-0.35

Correlation

The correlation between BRSVX and AVUS is 0.84, 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

BRSVX vs. AVUS - Dividend Comparison

BRSVX's dividend yield for the trailing twelve months is around 2.05%, more than AVUS's 1.04% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BRSVX Bridgeway Small Cap Value Fund	2.05%	2.10%	3.35%	2.64%	0.96%	4.55%	0.84%	2.38%	21.58%	0.87%	0.97%	1.96%
AVUS Avantis U.S. Equity ETF	1.04%	1.08%	1.27%	1.41%	1.59%	1.08%	1.19%	0.35%	0.00%	0.00%	0.00%	0.00%

Drawdowns

BRSVX vs. AVUS - Drawdown Comparison

The maximum BRSVX drawdown since its inception was -67.58%, which is greater than AVUS's maximum drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for BRSVX and AVUS.

Drawdown Indicators

	BRSVX	AVUS	Difference
Max Drawdown Largest peak-to-trough decline	-67.58%	-37.04%	-30.54%
Max Drawdown (1Y) Largest decline over 1 year	-12.94%	-13.01%	+0.07%
Max Drawdown (5Y) Largest decline over 5 years	-30.52%	-22.19%	-8.33%
Max Drawdown (10Y) Largest decline over 10 years	-51.67%	—	—
Current Drawdown Current decline from peak	-7.94%	-5.24%	-2.70%
Average Drawdown Average peak-to-trough decline	-13.74%	-5.21%	-8.53%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.83%	2.63%	+1.20%

Volatility

BRSVX vs. AVUS - Volatility Comparison

Bridgeway Small Cap Value Fund (BRSVX) and Avantis U.S. Equity ETF (AVUS) have volatilities of 5.33% and 5.36%, 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.

Volatility by Period

	BRSVX	AVUS	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.33%	5.36%	-0.03%
Volatility (6M) Calculated over the trailing 6-month period	13.35%	9.72%	+3.63%
Volatility (1Y) Calculated over the trailing 1-year period	22.17%	18.80%	+3.37%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.37%	17.33%	+5.04%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.22%	21.04%	+3.18%