BSVO vs FSMD
Comparison between EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF (BSVO, ETF) and FIDELITY SMALL-MID MULTIFACTOR ETF (FSMD, ETF).
BSVO vs FSMD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSVO
$2.30B
Winner
FSMD
$2.40B
Expense Ratio
BSVO
0.45%
Winner
FSMD
0.15%
Max Drawdown
Winner
BSVO
29.80%
FSMD
40.93%
Sharpe Ratio
Winner
BSVO
1.87
FSMD
1.42
5Y Beta
BSVO
0.97
Winner
FSMD
0.95
P/E Ratio
BSVO
326.32
Winner
FSMD
20.12
Forward P/E
Winner
BSVO
10.60
FSMD
15.40
5Y Dividends CAGR
BSVO
N/A
FSMD
10.63%
5Y EPS CAGR
BSVO
N/A
FSMD
15.81%
Debt to Equity
BSVO
125.84%
Winner
FSMD
29.89%
P/S Ratio
Winner
BSVO
0.59
FSMD
1.61
P/B Ratio
Winner
BSVO
1.20
FSMD
2.63
BSVO vs FSMD - Holdings Comparison
BSVO and FSMD have 62 common holdings. Overlap is 6.02%
BSVO's top 25 holdings weight is 16.73%. FSMD's top 25 holdings weight is 16.85%.
| Rank | BSVO | FSMD |
|---|---|---|
| #1 | VICTORIA'S SECRET & CO (VSXY) - 1.06% | SANDISK CORP ORDINARY SHARES (SNDK) - 3.28% |
| #2 | VIASAT INC (VSAT) - 0.98% | CIENA CORP (CIEN) - 1.29% |
| #3 | n/a (SPHR) - 0.82% | n/a (n/a) - 1.17% |
| #4 | DANA INC (DAN) - 0.79% | LUMENTUM HOLDINGS INC (LITE) - 1.08% |
| #5 | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.77% | COHERENT CORP (COHR) - 0.99% |
| #6 | HELMERICH & PAYNE INC (HP) - 0.76% | COMFORT SYSTEMS USA INC (FIX) - 0.95% |
| #7 | PATTERSON-UTI ENERGY INC (PTEN) - 0.76% | FLEX LTD (FLEX) - 0.92% |
| #8 | LIBERTY ENERGY INC CLASS A (LBRT) - 0.73% | ANGLOGOLD ASHANTI PLC (AU) - 0.56% |
| #9 | INTERNATIONAL SEAWAYS INC (INSW) - 0.70% | EMCOR GROUP INC (EME) - 0.54% |
| #10 | SCORPIO TANKERS INC (STNG) - 0.70% | CASEY'S GENERAL STORES INC (CASY) - 0.47% |
| #11 | VISTEON CORP (VC) - 0.69% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.47% |
| #12 | TUTOR PERINI CORP (TPC) - 0.68% | STERLING INFRASTRUCTURE INC (STRL) - 0.47% |
| #13 | BANKUNITED INC (BKU) - 0.67% | TECHNIPFMC PLC (FTI) - 0.46% |
| #14 | PEABODY ENERGY CORP (BTU) - 0.67% | TAPESTRY INC (TPR) - 0.45% |
| #15 | UNITED NATURAL FOODS INC (UNFI) - 0.66% | NVENT ELECTRIC PLC (NVT) - 0.44% |
| #16 | KAISER ALUMINUM CORP (KALU) - 0.65% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.42% |
| #17 | BENCHMARK ELECTRONICS INC (BHE) - 0.65% | FABRINET (FN) - 0.42% |
| #18 | NETSCOUT SYSTEMS INC (NTCT) - 0.64% | EVERPURE INC CLASS A (P) - 0.41% |
| #19 | PHINIA INC (PHIN) - 0.64% | CURTISS-WRIGHT CORP (CW) - 0.40% |
| #20 | SIGNET JEWELERS LTD (SIG) - 0.62% | CARPENTER TECHNOLOGY CORP (CRS) - 0.39% |
| #21 | PROPETRO HOLDING CORP (PUMP) - 0.42% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.26% |
| #22 | NORTHERN OIL & GAS INC (NOG) - 0.42% | EXELIXIS INC (EXEL) - 0.26% |
| #23 | COSTAMARE INC (CMRE) - 0.42% | MUELLER INDUSTRIES INC (MLI) - 0.25% |
| #24 | PELAGOS INSURANCE CAPITAL LTD (PLGO) - 0.42% | API GROUP CORP (APG) - 0.25% |
| #25 | BANNER CORP (BANR) - 0.41% | TENET HEALTHCARE CORP (THC) - 0.25% |
| Total Holdings | 586 | 556 |
BSVO vs FSMD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BSVO
+5.87%
FSMD
+4.42%
3M
Winner
BSVO
+18.06%
FSMD
+17.32%
6M
Winner
BSVO
+20.73%
FSMD
+15.59%
1Y
Winner
BSVO
+46.02%
FSMD
+27.74%
5Y(CAGR)
BSVO
N/A
FSMD
+10.01%
Max(CAGR)
Winner
BSVO
+18.57%
FSMD
+12.12%
BSVO vs FSMD - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | BSVO | FSMD |
|---|---|---|
| 2026 | +23.75% | +16.66% |
| 2025 | +9.58% | +8.92% |
| 2024 | +4.97% | +15.63% |
| 2023 | +22.41% | +17.73% |
| 2022 | N/A | -11.54% |
| 2021 | N/A | +27.63% |
| 2020 | N/A | +8.61% |
| 2019 | N/A | +8.81% |
BSVO vs FSMD Drawdown Comparison
The maximum drawdown for BSVO was -28.66%, occurring on Apr 8, 2025. Recovery took 255 trading sessions.
The maximum drawdown for FSMD was -40.66%, occurring on Mar 23, 2020. Recovery took 194 trading sessions.
| Rank | BSVO | FSMD |
|---|---|---|
| #1 | -28.66% Nov 25, 2024 - Dec 3, 2025 | -40.66% Feb 19, 2020 - Nov 23, 2020 |
| #2 | -12.52% Aug 7, 2023 - Dec 4, 2023 | -22.16% Nov 25, 2024 - Sep 11, 2025 |
| #3 | -11.59% Jul 31, 2024 - Nov 6, 2024 | -20.63% Nov 16, 2021 - Dec 14, 2023 |
| #4 | -10.18% Mar 14, 2023 - Jun 7, 2023 | -8.43% Feb 26, 2026 - Apr 13, 2026 |
| #5 | -8.45% Dec 27, 2023 - Jul 15, 2024 | -7.33% May 3, 2019 - Jul 24, 2019 |
| #6 | -8.31% Feb 6, 2026 - Apr 9, 2026 | -7.32% Jul 31, 2024 - Aug 30, 2024 |
| #7 | -4.27% Jun 7, 2023 - Jul 11, 2023 | -7.15% Mar 28, 2024 - May 15, 2024 |
| #8 | -3.89% May 6, 2026 - Jun 2, 2026 | -6.03% Jul 26, 2019 - Oct 28, 2019 |
| #9 | -3.85% Nov 11, 2024 - Nov 25, 2024 | -5.92% Sep 18, 2025 - Dec 10, 2025 |
| #10 | -3.68% Dec 11, 2025 - Jan 8, 2026 | -5.53% Jun 11, 2021 - Aug 11, 2021 |
| #11 | -2.59% Jan 22, 2026 - Feb 2, 2026 | -5.44% Mar 15, 2021 - Apr 14, 2021 |
| #12 | -2.49% Jul 17, 2024 - Jul 23, 2024 | -5.01% Sep 2, 2021 - Oct 20, 2021 |
| #13 | -2.21% Jan 15, 2026 - Jan 21, 2026 | -4.72% Aug 30, 2024 - Sep 19, 2024 |
| #14 | -1.93% Dec 4, 2023 - Dec 8, 2023 | -4.70% May 7, 2021 - Jun 8, 2021 |
| #15 | -1.86% Jun 2, 2026 - Jun 9, 2026 | -4.49% Feb 24, 2021 - Mar 10, 2021 |
Correlation
Correlation between BSVO and FSMD is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2019 - 2026)
BSVO vs FSMD dividend yield comparison.
| Year | BSVO | FSMD |
|---|---|---|
| 2026 | 0.00% | 0.33% |
| 2025 | 1.52% | 1.33% |
| 2024 | 1.61% | 1.29% |
| 2023 | 1.43% | 1.37% |
| 2022 | 0.00% | 1.54% |
| 2021 | 0.00% | 1.18% |
| 2020 | 0.00% | 1.32% |
| 2019 | 0.00% | 1.37% |
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