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BSVO vs CGSD

Comparison between EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF (BSVO, ETF) and CAPITAL GROUP SHORT DURATION INCOME ETF SHARE CLASS (CGSD, ETF).

BSVO vs CGSD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BSVO
$2.30B
CGSD
$2.30B
Expense Ratio
BSVO
0.45%
Winner
CGSD
0.25%
Max Drawdown
BSVO
29.80%
Winner
CGSD
2.93%
Sharpe Ratio
Winner
BSVO
1.87
CGSD
0.31
5Y Beta
BSVO
0.97
Winner
CGSD
0.01
P/E Ratio
BSVO
326.32
CGSD
N/A
Forward P/E
BSVO
10.60
CGSD
N/A
Debt to Equity
BSVO
125.84%
CGSD
N/A
P/S Ratio
BSVO
0.59
CGSD
N/A
P/B Ratio
BSVO
1.20
CGSD
N/A

BSVO vs CGSD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BSVO
+5.87%
CGSD
+0.24%
3M
Winner
BSVO
+18.06%
CGSD
+0.72%
6M
Winner
BSVO
+20.73%
CGSD
+1.22%
1Y
Winner
BSVO
+46.02%
CGSD
+4.16%
Max(CAGR)
Winner
BSVO
+18.57%
CGSD
+5.18%

BSVO vs CGSD - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

YearBSVOCGSD
2026+23.75%+0.91%
2025+9.58%+6.15%
2024+4.97%+5.38%
2023+22.41%+4.94%
2022N/A+1.32%

BSVO vs CGSD Drawdown Comparison

The maximum drawdown for BSVO was -28.66%, occurring on Apr 8, 2025. Recovery took 255 trading sessions.

The maximum drawdown for CGSD was -1.75%, occurring on Jul 6, 2023. Recovery took 126 trading sessions.

The current CGSD drawdown is -0.02%.

RankBSVOCGSD
#1-28.66%
Nov 25, 2024 - Dec 3, 2025
-1.75%
May 4, 2023 - Nov 2, 2023
#2-12.52%
Aug 7, 2023 - Dec 4, 2023
-1.42%
Feb 2, 2023 - Mar 13, 2023
#3-11.59%
Jul 31, 2024 - Nov 6, 2024
-1.11%
Feb 27, 2026 - May 29, 2026
#4-10.18%
Mar 14, 2023 - Jun 7, 2023
-0.90%
Feb 1, 2024 - Mar 21, 2024
#5-8.45%
Dec 27, 2023 - Jul 15, 2024
-0.75%
Sep 24, 2024 - Dec 4, 2024
#6-8.31%
Feb 6, 2026 - Apr 9, 2026
-0.73%
Apr 3, 2025 - Apr 28, 2025
#7-4.27%
Jun 7, 2023 - Jul 11, 2023
-0.70%
Apr 4, 2023 - May 3, 2023
#8-3.89%
May 6, 2026 - Jun 2, 2026
-0.68%
Mar 24, 2023 - Apr 4, 2023
#9-3.85%
Nov 11, 2024 - Nov 25, 2024
-0.63%
Mar 21, 2024 - May 3, 2024
#10-3.68%
Dec 11, 2025 - Jan 8, 2026
-0.60%
Oct 27, 2022 - Nov 10, 2022
#11-2.59%
Jan 22, 2026 - Feb 2, 2026
-0.41%
Mar 17, 2023 - Mar 22, 2023
#12-2.49%
Jul 17, 2024 - Jul 23, 2024
-0.39%
May 15, 2024 - Jun 3, 2024
#13-2.21%
Jan 15, 2026 - Jan 21, 2026
-0.39%
Jan 12, 2024 - Jan 31, 2024
#14-1.93%
Dec 4, 2023 - Dec 8, 2023
-0.36%
Mar 13, 2023 - Mar 15, 2023
#15-1.86%
Jun 2, 2026 - Jun 9, 2026
-0.35%
Dec 6, 2024 - Dec 30, 2024

Correlation

Correlation between BSVO and CGSD is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (2022 - 2026)

BSVO vs CGSD dividend yield comparison.

YearBSVOCGSD
20260.00%1.73%
20251.52%4.48%
20241.61%4.57%
20231.43%4.43%
20220.00%0.64%

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