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

In the year to Oct 28, 2026, with distributions reinvested, BSVO returned +28.8% and RWJ +21.2%.

Which is cheaper, BSVO or RWJ?

RWJ is cheaper, by 0.06 percentage points a year. That is about $6 on $10,000 held for a year. Fees come from each fund's prospectus.

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

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

Data as of Oct 28, 2026.

Across categories

BSVO vs RWJ: Differences, Returns & Fees

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Over the year to Oct 28, 2026, BSVO returned +28.8% to RWJ's +21.2%; 22% 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 $2.0bn on Oct 27, 2026 for Invesco S&P SmallCap 600 Revenue ETF.

BSVO on its own →RWJ on its own →

At a glance

+28.8%

BSVO total return, 1 year

+21.2%

RWJ total return, 1 year

0.45%

BSVO expense ratio

0.39%

RWJ expense ratio

Pair scorecard

RWJ costs 0.06 points a year less; their one-year returns differ by 7.6 points.

BSVO vs RWJ: Differences, Returns & Fees
Measure	BSVO	RWJ
Return
Measure	BSVO	RWJ
Total return, 1 year	+28.8%	+21.2%
Drawdown
Measure	BSVO	RWJ
Below its high	4.1%, high on Aug 14, 2026	6.9%, high on Aug 4, 2026
Benchmark
Measure	BSVO	RWJ
What it tracks	No index, actively managed	S&P SmallCap 600 Revenue-Weighted Index
Cost and size
Measure	BSVO	RWJ
Expense ratio	0.45%	0.39%
Net assets, BSVO as of Jun 30, 2026 and RWJ as of Oct 27, 2026	$2.4bn	$2.0bn
Holdings
Measure	BSVO	RWJ
Holdings in common	22%
Top ten holdings, share of the fund	8.0%	14.4%

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

What they share

22%

By the books each fund has filed, BSVO and RWJ hold 22% 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

22% in common

Positions both hold · largest shared weight first BSVO RWJ

United Natural Foods Inc 0.56% 2.14%

Sonic Automotive Inc 0.55% 0.82%

Victoria's Secret & Co 1.03% 0.53%

Par Pacific Holdings Inc 0.53% 0.49%

Signet Jewelers Ltd 0.59% 0.49%

Andersons Inc 0.46% 0.62%

DANA INC 0.56% 0.43%

American Eagle Outfitters Inc 0.47% 0.41%

NEWELL BRANDS INC 0.40% 0.41%

Penn Entertainment Inc 0.52% 0.39%

Kohl's Corp 0.39% 1.33%

Marriott Vacations Worldwide Corp 0.58% 0.36%

Only in one fund ↓

Only in BSVO

Hamilton Insurance Group Ltd 0.64%

Scorpio Tankers Inc 0.63%

National Energy Services Reunited Corp 0.60%

Visteon Corp 0.53%

Select Water Solutions Inc 0.52%

First Merchants Corp 0.51%

First Busey Corp 0.50%

Harley-Davidson Inc 0.46%

Only in RWJ

CarMax Inc 1.60%

Group 1 Automotive Inc 1.24%

Lincoln National Corp 1.23%

Asbury Automotive Group Inc 1.04%

Amentum Holdings Inc 1.01%

Builders FirstSource Inc 0.84%

Molson Coors Beverage Co 0.72%

Caesars Entertainment Inc 0.72%

Check overlap with more funds →

Side by side

BSVO EA Bridgeway Omni Small-Cap Value ETF RWJ Invesco S&P SmallCap 600 Revenue ETF

Where it sits Stock ETF Stock ETF

Issuer EA Invesco

What it is Actively managed Tracks an index

Total return, 1 year +28.8% +21.2%

Its benchmark over the same days +21.1% (IWN) not measured

Gap to its benchmark +7.7 pts vs IWN not measured

Expense ratio 0.45% 0.39%

Already in the S&P 500 0.0% 0.0%

Holdings 575 604

Net assets, BSVO as of Jun 30, 2026 and RWJ as of Oct 27, 2026 $2.4bn $2.0bn

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

Alert

About each fund

BSVO

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.

BSVO is actively managed and tracks no 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.

RWJ

RWJ tracks an index. Over the year to Oct 28, 2026 it returned +21.2% with distributions reinvested. The prospectus expense ratio is 0.39% 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 604 positions, with the top ten at 14.4%. It sat 6.9% below its high of Aug 4, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, BSVO or RWJ?: In the year to Oct 28, 2026, with distributions reinvested, BSVO returned +28.8% and RWJ +21.2%.
Which is cheaper, BSVO or RWJ?: RWJ is cheaper, by 0.06 percentage points a year. That is about $6 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do BSVO and RWJ overlap with the S&P 500?: By their latest filed holdings, 0% of BSVO and 0% of RWJ by weight is stocks the S&P 500 already holds.

Other comparisons

BSVO vs DES BSVO vs USVM BSVO vs VIOV BSVO vs VTWV RWJ vs USVM RWJ vs VIOV RWJ vs VTWV DES vs RWJ

Where to next

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

Sources and dates

BSVO filings on SEC EDGAR ↗

BSVO prospectus with the expense ratio (SEC) ↗

EA website ↗

RWJ filings on SEC EDGAR ↗

RWJ prospectus with the expense ratio (SEC) ↗

Invesco page for RWJ ↗

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 RWJ, data as of Oct 28, 2026. https://etfiq.com/compare/any/bsvo-vs-rwj

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