Which returned more over the last year, BSVO or IWN?

In the year to Oct 28, 2026, with distributions reinvested, BSVO returned +28.8% and IWN +21.1%.

Which is cheaper, BSVO or IWN?

IWN is cheaper, by 0.21 percentage points a year. That is about $21 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do BSVO and IWN overlap with the S&P 500?

By their latest filed holdings, 0% of BSVO and 0% of IWN by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

BSVO vs IWN: Differences, Returns & Fees

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Over the year to Oct 28, 2026, BSVO returned +28.8% to IWN's +21.1%; 27% of their weight is in the same names.

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Net assets: $2.4bn on Jun 30, 2026 for EA Bridgeway Omni Small-Cap Value ETF, and $14.0bn on Oct 27, 2026 for iShares Russell 2000 Value ETF.

BSVO on its own →IWN on its own →

At a glance

+28.8%

BSVO total return, 1 year

+21.1%

IWN total return, 1 year

0.45%

BSVO expense ratio

0.24%

IWN expense ratio

Pair scorecard

IWN costs 0.21 points a year less; their one-year returns differ by 7.7 points.

BSVO vs IWN: Differences, Returns & Fees
Measure	BSVO	IWN
Return
Measure	BSVO	IWN
Total return, 1 year	+28.8%	+21.1%
Drawdown
Measure	BSVO	IWN
Below its high	4.1%, high on Aug 14, 2026	5.2%, high on Aug 14, 2026
Benchmark
Measure	BSVO	IWN
What it tracks	No index, actively managed	Russell 2000 Value Index
Cost and size
Measure	BSVO	IWN
Expense ratio	0.45%	0.24%
Net assets, BSVO as of Jun 30, 2026 and IWN as of Oct 27, 2026	$2.4bn	$14.0bn
Holdings
Measure	BSVO	IWN
Holdings in common	27%
Top ten holdings, share of the fund	8.0%	5.4%

Holdings in common uses holdings dated Jun 30, 2026 and Oct 27, 2026. Method

What they share

27%

By the books each fund has filed, BSVO and IWN hold 27% of their money in the same securities at the same weight. Holdings dated Jun 30, 2026 and Oct 27, 2026.

50%

0 half 100%

half

27% in common

Positions both hold · largest shared weight first BSVO IWN

Viasat Inc 1.05% 0.60%

International Seaways Inc 0.66% 0.31%

Patterson-UTI Energy Inc 0.58% 0.30%

Signet Jewelers Ltd 0.59% 0.30%

Crescent Energy Co 0.49% 0.30%

Scorpio Tankers Inc 0.63% 0.26%

Renasant Corp 0.62% 0.26%

WesBanco Inc 0.68% 0.25%

Bread Financial Holdings Inc 0.76% 0.24%

First Financial Bancorp 0.65% 0.23%

Simmons First National Corp 0.51% 0.23%

NMI Holdings Inc 0.27% 0.22%

Only in one fund ↓

Only in BSVO

Victoria's Secret & Co 1.03%

Enova International Inc 0.82%

Tutor Perini Corp 0.75%

National Energy Services Reunited Corp 0.60%

DANA INC 0.56%

Select Water Solutions Inc 0.52%

Atkore Inc 0.43%

Bandwidth Inc 0.43%

Only in IWN

UMB FINANCIAL 0.61%

SM ENERGY 0.60%

JACKSON FINANCIAL CLASS A 0.59%

CARETRUST REIT 0.58%

OLD NATIONAL BANCORP 0.52%

CYTOKINETICS 0.49%

PBF ENERGY CLASS A 0.49%

MATSON INC 0.47%

Check overlap with more funds →

Side by side

BSVO EA Bridgeway Omni Small-Cap Value ETF IWN iShares Russell 2000 Value ETF

Where it sits Stock ETF Stock ETF

Issuer EA iShares

What it is Actively managed Tracks an index

Total return, 1 year +28.8% +21.1%

Its benchmark over the same days +21.1% (IWN) +21.3% (VTWV)

Gap to its benchmark +7.7 pts vs IWN −0.2 pts vs VTWV

Expense ratio 0.45% 0.24%

Already in the S&P 500 0.0% 0.0%

Holdings 575 1405

Net assets, BSVO as of Jun 30, 2026 and IWN as of Oct 27, 2026 $2.4bn $14.0bn

BSVO and IWN on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

BSVO

BSVO is actively managed and tracks no index. Over the year to Oct 28, 2026 it returned +28.8% with distributions reinvested, against +21.1% for its benchmark, the Russell 2000 Value Index. The prospectus expense ratio is 0.45% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 575 positions, with the top ten at 8.0%. It sat 4.1% below its high of Aug 14, 2026 on Oct 28, 2026.

IWN

IWN tracks an index. Over the year to Oct 28, 2026 it returned +21.1% with distributions reinvested, against +21.3% for its benchmark, the Russell 2000 Value Index. The prospectus expense ratio is 0.24% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 1,405 positions, with the top ten at 5.4%. It sat 5.2% below its high of Aug 14, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, BSVO or IWN?: In the year to Oct 28, 2026, with distributions reinvested, BSVO returned +28.8% and IWN +21.1%.
Which is cheaper, BSVO or IWN?: IWN is cheaper, by 0.21 percentage points a year. That is about $21 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do BSVO and IWN overlap with the S&P 500?: By their latest filed holdings, 0% of BSVO and 0% of IWN by weight is stocks the S&P 500 already holds.

Other comparisons

BSVO vs VTWV BSVO vs IJS BSVO vs VBR BSVO vs SLYV DES vs IWN IWN vs RWJ IWN vs USVM IWN vs VIOV

Where to next

BSVO on its own →IWN on its own →Hold both: look the portfolio through →Rankings →BSVO dividend history →BSVO holdings →IWN dividend history →IWN holdings →Standards and sources →

Sources and dates

BSVO filings on SEC EDGAR ↗

BSVO prospectus with the expense ratio (SEC) ↗

EA website ↗

IWN filings on SEC EDGAR ↗

IWN prospectus with the expense ratio (SEC) ↗

iShares page for IWN ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, BSVO against IWN, data as of Oct 28, 2026. https://etfiq.com/compare/any/bsvo-vs-iwn

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.