APUE vs BSVO
Comparison between ACTIVEPASSIVE U.S. EQUITY ETF (APUE, ETF) and EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF (BSVO, ETF).
APUE vs BSVO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
APUE
$2.40B
BSVO
$2.40B
Expense Ratio
Winner
APUE
0.31%
BSVO
0.45%
Max Drawdown
Winner
APUE
19.07%
BSVO
29.80%
Sharpe Ratio
APUE
1.35
Winner
BSVO
1.75
5Y Beta
APUE
0.94
Winner
BSVO
0.93
P/E Ratio
Winner
APUE
24.80
BSVO
53.05
Forward P/E
APUE
20.26
Winner
BSVO
11.09
PEG Ratio
APUE
0.46
BSVO
N/A
5Y EPS CAGR
Winner
APUE
28.43%
BSVO
11.27%
Debt to Equity
Winner
APUE
24.55%
BSVO
124.73%
P/S Ratio
APUE
3.57
Winner
BSVO
0.66
P/B Ratio
APUE
5.46
Winner
BSVO
1.28
APUE vs BSVO - Holdings Comparison
APUE and BSVO have 1 common holdings. Overlap is -0.09%
APUE's top 25 holdings weight is 48.50%. BSVO's top 25 holdings weight is 17.02%.
| Rank | APUE | BSVO |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.03% | VICTORIA'S SECRET & CO (VSXY) - 1.05% |
| #2 | APPLE INC (AAPL) - 6.06% | VIASAT INC (VSAT) - 0.95% |
| #3 | MICROSOFT CORP (MSFT) - 5.02% | HELMERICH & PAYNE INC (HP) - 0.81% |
| #4 | DIMENSIONAL US SMALL CAP ETF (DFAS) - 4.65% | INTERNATIONAL SEAWAYS INC (INSW) - 0.79% |
| #5 | AMAZON.COM INC (AMZN) - 3.54% | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.75% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.78% | PAR PACIFIC HOLDINGS INC (PARR) - 0.73% |
| #7 | BROADCOM INC (AVGO) - 2.69% | WESBANCO INC (WSBC) - 0.72% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.21% | PATTERSON-UTI ENERGY INC (PTEN) - 0.71% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.73% | SCORPIO TANKERS INC (STNG) - 0.70% |
| #10 | ELI LILLY AND CO (LLY) - 1.42% | MARRIOTT VACATIONS WORLDWIDE CORP (VAC) - 0.68% |
| #11 | MICRON TECHNOLOGY INC (MU) - 1.41% | NATIONAL ENERGY SERVICES REUNITED CORP (NESR) - 0.68% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.33% | n/a (HG) - 0.65% |
| #13 | TESLA INC (TSLA) - 1.26% | SIGNET JEWELERS LTD (SIG) - 0.64% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.08% | RENASANT CORP (RNST) - 0.64% |
| #15 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.95% | BANKUNITED INC (BKU) - 0.64% |
| #16 | EXXONMOBIL HOLDINGS CORP (XOM) - 0.93% | FIRST FINANCIAL BANCORP (FFBC) - 0.64% |
| #17 | JOHNSON & JOHNSON (JNJ) - 0.91% | CRESCENT ENERGY CO CLASS A (CRGY) - 0.61% |
| #18 | VISA INC CLASS A (V) - 0.79% | DANA INC (DAN) - 0.61% |
| #19 | WALMART INC (WMT) - 0.72% | CALLAWAY GOLF CO (CALY) - 0.60% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.63% | TUTOR PERINI CORP (TPC) - 0.59% |
| #21 | n/a (ZBRA) - 0.28% | PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.57% |
| #22 | CHURCHILL DOWNS INC (CHDN) - 0.27% | BENCHMARK ELECTRONICS INC (BHE) - 0.57% |
| #23 | LINDE PLC (LIN) - 0.27% | UNITED NATURAL FOODS INC (UNFI) - 0.57% |
| #24 | NEWMARKET CORP (NEU) - 0.27% | PHINIA INC (PHIN) - 0.56% |
| #25 | MARVELL TECHNOLOGY INC (MRVL) - 0.27% | BANC OF CALIFORNIA INC (BANC) - 0.56% |
| Total Holdings | 412 | 620 |
APUE vs BSVO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
APUE
+2.38%
BSVO
+0.15%
3M
APUE
+4.18%
Winner
BSVO
+7.66%
6M
Winner
APUE
+11.86%
BSVO
+11.69%
1Y
APUE
+23.11%
Winner
BSVO
+38.46%
Max(CAGR)
Winner
APUE
+22.58%
BSVO
+18.23%
APUE vs BSVO - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | APUE | BSVO |
|---|---|---|
| 2026 | +13.41% | +26.58% |
| 2025 | +17.72% | +9.58% |
| 2024 | +24.70% | +4.97% |
| 2023 | +18.42% | +22.41% |
APUE vs BSVO Drawdown Comparison
The maximum drawdown for APUE was -18.83%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The maximum drawdown for BSVO was -28.66%, occurring on Apr 8, 2025. Recovery took 255 trading sessions.
The current APUE drawdown is -1.58%. The current BSVO drawdown is -1.76%.
| Rank | APUE | BSVO |
|---|---|---|
| #1 | -18.83% Feb 19, 2025 - Jun 27, 2025 | -28.66% Nov 25, 2024 - Dec 3, 2025 |
| #2 | -10.08% Jul 31, 2023 - Dec 1, 2023 | -12.52% Aug 7, 2023 - Dec 4, 2023 |
| #3 | -8.98% Feb 9, 2026 - Apr 15, 2026 | -11.59% Jul 31, 2024 - Nov 6, 2024 |
| #4 | -8.50% Jul 16, 2024 - Sep 19, 2024 | -10.18% Mar 14, 2023 - Jun 7, 2023 |
| #5 | -5.79% Mar 28, 2024 - May 15, 2024 | -8.45% Dec 27, 2023 - Jul 15, 2024 |
| #6 | -4.68% Oct 28, 2025 - Nov 28, 2025 | -8.31% Feb 6, 2026 - Apr 9, 2026 |
| #7 | -4.66% Dec 4, 2024 - Jan 23, 2025 | -4.27% Jun 7, 2023 - Jul 11, 2023 |
| #8 | -4.08% Jun 1, 2026 - Jul 10, 2026 | -3.89% May 6, 2026 - Jun 2, 2026 |
| #9 | -3.06% Oct 8, 2025 - Oct 24, 2025 | -3.85% Nov 11, 2024 - Nov 25, 2024 |
| #10 | -3.03% Jul 10, 2026 - Aug 3, 2026 | -3.68% Dec 11, 2025 - Jan 8, 2026 |
| #11 | -2.52% Dec 11, 2025 - Dec 23, 2025 | -3.41% Jun 12, 2026 - Jun 26, 2026 |
| #12 | -2.52% Jul 25, 2025 - Aug 12, 2025 | -2.59% Jan 22, 2026 - Feb 2, 2026 |
| #13 | -2.51% Oct 18, 2024 - Nov 6, 2024 | -2.59% Aug 14, 2026 - Aug 20, 2026 |
| #14 | -2.39% Jan 12, 2026 - Jan 27, 2026 | -2.49% Jul 17, 2024 - Jul 23, 2024 |
| #15 | -2.34% Jan 27, 2026 - Feb 9, 2026 | -2.22% Jun 30, 2026 - Jul 15, 2026 |
Correlation
Correlation between APUE and BSVO is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2023 - 2025)
APUE vs BSVO dividend yield comparison.
| Year | APUE | BSVO |
|---|---|---|
| 2025 | 0.83% | 1.52% |
| 2024 | 0.79% | 1.61% |
| 2023 | 0.41% | 1.43% |
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