BSVO vs APUE
Comparison between EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF (BSVO, ETF) and ACTIVEPASSIVE U.S. EQUITY ETF (APUE, ETF).
BSVO vs APUE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSVO
$2.30B
Winner
APUE
$2.40B
Expense Ratio
BSVO
0.45%
Winner
APUE
0.31%
Max Drawdown
BSVO
29.80%
Winner
APUE
19.07%
Sharpe Ratio
BSVO
1.89
Winner
APUE
2.02
5Y Beta
BSVO
0.97
Winner
APUE
0.95
P/E Ratio
Winner
BSVO
-757.75
APUE
27.08
Forward P/E
Winner
BSVO
10.90
APUE
21.09
PEG Ratio
BSVO
N/A
APUE
0.57
5Y EPS CAGR
BSVO
N/A
APUE
26.95%
Debt to Equity
BSVO
132.01%
Winner
APUE
31.14%
P/S Ratio
Winner
BSVO
0.59
APUE
3.45
P/B Ratio
Winner
BSVO
1.18
APUE
5.31
BSVO vs APUE - Holdings Comparison
BSVO and APUE have 1 common holdings. Overlap is 0.00%
BSVO's top 25 holdings weight is 16.91%. APUE's top 25 holdings weight is 49.11%.
| Rank | BSVO | APUE |
|---|---|---|
| #1 | VIASAT INC (VSAT) - 1.00% | NVIDIA CORP (NVDA) - 6.76% |
| #2 | TUTOR PERINI CORP (TPC) - 0.88% | APPLE INC (AAPL) - 5.97% |
| #3 | n/a (SPHR) - 0.86% | DIMENSIONAL US SMALL CAP ETF (DFAS) - 4.61% |
| #4 | INTERNATIONAL SEAWAYS INC (INSW) - 0.85% | MICROSOFT CORP (MSFT) - 4.54% |
| #5 | PATTERSON-UTI ENERGY INC (PTEN) - 0.82% | AMAZON.COM INC (AMZN) - 3.85% |
| #6 | LIBERTY ENERGY INC CLASS A (LBRT) - 0.81% | ALPHABET INC CLASS A (GOOGL) - 3.41% |
| #7 | HELMERICH & PAYNE INC (HP) - 0.80% | BROADCOM INC (AVGO) - 2.91% |
| #8 | SCORPIO TANKERS INC (STNG) - 0.80% | ALPHABET INC CLASS C (GOOG) - 2.71% |
| #9 | DANA INC (DAN) - 0.76% | META PLATFORMS INC CLASS A (META) - 1.94% |
| #10 | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.72% | TESLA INC (TSLA) - 1.63% |
| #11 | CRESCENT ENERGY CO CLASS A (CRGY) - 0.70% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #12 | VICTORIA'S SECRET & CO (VSCO) - 0.68% | ELI LILLY AND CO (LLY) - 1.22% |
| #13 | BANKUNITED INC (BKU) - 0.68% | EXXON MOBIL CORP (XOM) - 1.01% |
| #14 | PAR PACIFIC HOLDINGS INC (PARR) - 0.67% | MICRON TECHNOLOGY INC (MU) - 1.00% |
| #15 | UNITED NATURAL FOODS INC (UNFI) - 0.65% | WALMART INC (WMT) - 0.93% |
| #16 | BENCHMARK ELECTRONICS INC (BHE) - 0.63% | JOHNSON & JOHNSON (JNJ) - 0.92% |
| #17 | VISTEON CORP (VC) - 0.62% | ADVANCED MICRO DEVICES INC (AMD) - 0.83% |
| #18 | PHINIA INC (PHIN) - 0.61% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.80% |
| #19 | WESBANCO INC (WSBC) - 0.61% | VISA INC CLASS A (V) - 0.74% |
| #20 | OLIN CORP (OLN) - 0.61% | CISCO SYSTEMS INC (CSCO) - 0.62% |
| #21 | EXPRO GROUP HOLDINGS NV (XPRO) - 0.44% | ALTRIA GROUP INC (MO) - 0.30% |
| #22 | BANNER CORP (BANR) - 0.43% | ANALOG DEVICES INC (ADI) - 0.29% |
| #23 | BEACON FINANCIAL CORP (BBT) - 0.43% | VERIZON COMMUNICATIONS INC (VZ) - 0.29% |
| #24 | ATKORE INC (ATKR) - 0.43% | AMGEN INC (AMGN) - 0.28% |
| #25 | FIDELIS INSURANCE HOLDINGS LTD (FIHL) - 0.42% | UBER TECHNOLOGIES INC (UBER) - 0.27% |
| Total Holdings | 589 | 403 |
BSVO vs APUE - Historical Returns
Returns include dividend reinvestment.
1M
BSVO
+4.52%
Winner
APUE
+8.29%
3M
BSVO
+4.34%
Winner
APUE
+6.32%
6M
Winner
BSVO
+22.64%
APUE
+9.34%
1Y
Winner
BSVO
+40.87%
APUE
+28.98%
Max(CAGR)
BSVO
+17.28%
Winner
APUE
+23.05%
BSVO vs APUE - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BSVO | APUE |
|---|---|---|
| 2026 | +17.75% | +8.41% |
| 2025 | +9.58% | +17.72% |
| 2024 | +4.97% | +24.70% |
| 2023 | +22.41% | +18.42% |
BSVO vs APUE Drawdown Comparison
The maximum drawdown for BSVO was -28.66%, occurring on Apr 8, 2025. Recovery took 255 trading sessions.
The maximum drawdown for APUE was -18.83%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The current BSVO drawdown is -1.61%.
| Rank | BSVO | APUE |
|---|---|---|
| #1 | -28.66% Nov 25, 2024 - Dec 3, 2025 | -18.83% Feb 19, 2025 - Jun 27, 2025 |
| #2 | -12.52% Aug 7, 2023 - Dec 4, 2023 | -10.08% Jul 31, 2023 - Dec 1, 2023 |
| #3 | -11.59% Jul 31, 2024 - Nov 6, 2024 | -8.98% Feb 9, 2026 - Apr 15, 2026 |
| #4 | -10.18% Mar 14, 2023 - Jun 7, 2023 | -8.50% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -8.45% Dec 27, 2023 - Jul 15, 2024 | -5.79% Mar 28, 2024 - May 15, 2024 |
| #6 | -8.31% Feb 6, 2026 - Apr 9, 2026 | -4.68% Oct 28, 2025 - Nov 28, 2025 |
| #7 | -4.27% Jun 7, 2023 - Jul 11, 2023 | -4.66% Dec 4, 2024 - Jan 23, 2025 |
| #8 | -3.85% Nov 11, 2024 - Nov 25, 2024 | -3.06% Oct 8, 2025 - Oct 24, 2025 |
| #9 | -3.68% Dec 11, 2025 - Jan 8, 2026 | -2.52% Dec 11, 2025 - Dec 23, 2025 |
| #10 | -2.59% Jan 22, 2026 - Feb 2, 2026 | -2.52% Jul 25, 2025 - Aug 12, 2025 |
| #11 | -2.49% Jul 17, 2024 - Jul 23, 2024 | -2.51% Oct 18, 2024 - Nov 6, 2024 |
| #12 | -2.21% Jan 15, 2026 - Jan 21, 2026 | -2.39% Jan 12, 2026 - Jan 27, 2026 |
| #13 | -1.93% Dec 4, 2023 - Dec 8, 2023 | -2.34% Jan 27, 2026 - Feb 9, 2026 |
| #14 | -1.77% Jul 23, 2024 - Jul 25, 2024 | -2.22% Dec 28, 2023 - Jan 19, 2024 |
| #15 | -1.67% May 1, 2026 - May 6, 2026 | -2.21% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between BSVO and APUE is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2023 - 2025)
BSVO vs APUE dividend yield comparison.
| Year | BSVO | APUE |
|---|---|---|
| 2025 | 1.52% | 0.83% |
| 2024 | 1.61% | 0.79% |
| 2023 | 1.43% | 0.41% |
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