BSVO vs FTLS
Comparison between EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF (BSVO, ETF) and FIRST TRUST LONG/SHORT EQUITY ETF (FTLS, ETF).
BSVO vs FTLS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSVO
$2.30B
FTLS
$2.30B
Expense Ratio
Winner
BSVO
0.45%
FTLS
1.38%
Max Drawdown
BSVO
29.80%
Winner
FTLS
20.54%
Sharpe Ratio
Winner
BSVO
1.82
FTLS
1.25
5Y Beta
BSVO
0.98
Winner
FTLS
0.51
P/E Ratio
BSVO
79.60
Winner
FTLS
19.46
Forward P/E
Winner
BSVO
11.06
FTLS
15.95
5Y Dividends CAGR
BSVO
N/A
FTLS
34.00%
5Y EPS CAGR
BSVO
6.16%
Winner
FTLS
22.52%
Debt to Equity
BSVO
121.63%
FTLS
N/A
P/S Ratio
BSVO
0.65
Winner
FTLS
-2.62
P/B Ratio
Winner
BSVO
1.24
FTLS
3.57
BSVO vs FTLS - Holdings Comparison
BSVO and FTLS have 4 common holdings. Overlap is -7.26%
BSVO's top 25 holdings weight is 17.66%. FTLS's top 25 holdings weight is 86.75%.
| Rank | BSVO | FTLS |
|---|---|---|
| #1 | VIASAT INC (VSAT) - 1.24% | CASH (n/a) - 30.90% |
| #2 | n/a (SPHR) - 0.82% | APPLE INC (AAPL) - 7.21% |
| #3 | INTERNATIONAL SEAWAYS INC (INSW) - 0.81% | NVIDIA CORP (NVDA) - 4.01% |
| #4 | PATTERSON-UTI ENERGY INC (PTEN) - 0.79% | MICROSOFT CORP (MSFT) - 3.53% |
| #5 | HELMERICH & PAYNE INC (HP) - 0.78% | QUALCOMM INC (QCOM) - 3.06% |
| #6 | DANA INC (DAN) - 0.76% | ALPHABET INC CLASS A (GOOGL) - 2.93% |
| #7 | SCORPIO TANKERS INC (STNG) - 0.76% | ASML HOLDING NV ADR (ASML) - 2.87% |
| #8 | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.75% | SANDISK CORP ORDINARY SHARES (SNDK) - 2.72% |
| #9 | LIBERTY ENERGY INC CLASS A (LBRT) - 0.75% | JPMORGAN CHASE & CO (JPM) - 2.59% |
| #10 | VICTORIA'S SECRET & CO (VSCO) - 0.74% | BANK OF AMERICA CORP (BAC) - 2.52% |
| #11 | TUTOR PERINI CORP (TPC) - 0.69% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.34% |
| #12 | BANKUNITED INC (BKU) - 0.68% | COSTCO WHOLESALE CORP (COST) - 2.11% |
| #13 | BENCHMARK ELECTRONICS INC (BHE) - 0.66% | CITIGROUP INC (C) - 2.10% |
| #14 | VISTEON CORP (VC) - 0.65% | AMAZON.COM INC (AMZN) - 1.93% |
| #15 | NETSCOUT SYSTEMS INC (NTCT) - 0.63% | BROADCOM INC (AVGO) - 1.91% |
| #16 | KAISER ALUMINUM CORP (KALU) - 0.63% | ANALOG DEVICES INC (ADI) - 1.78% |
| #17 | UNITED NATURAL FOODS INC (UNFI) - 0.63% | CHEVRON CORP (CVX) - 1.74% |
| #18 | n/a (HG) - 0.63% | ADOBE INC (ADBE) - 1.49% |
| #19 | PHINIA INC (PHIN) - 0.62% | META PLATFORMS INC CLASS A (META) - 1.46% |
| #20 | CRESCENT ENERGY CO CLASS A (CRGY) - 0.62% | JOHNSON & JOHNSON (JNJ) - 1.46% |
| #21 | WESBANCO INC (WSBC) - 0.61% | ABBVIE INC (ABBV) - 1.45% |
| #22 | FIRST FINANCIAL BANCORP (FFBC) - 0.61% | CAPITAL ONE FINANCIAL CORP (COF) - 1.24% |
| #23 | RENASANT CORP (RNST) - 0.61% | DREYFUS GOVT CM INST 289 (n/a) - 1.20% |
| #24 | CALLAWAY GOLF CO (CALY) - 0.60% | CHARLES SCHWAB CORP (SCHW) - 1.10% |
| #25 | BANC OF CALIFORNIA INC (BANC) - 0.59% | NEWMONT CORP (NEM) - 1.10% |
| Total Holdings | 633 | 390 |
BSVO vs FTLS - Historical Returns
Returns include dividend reinvestment.
1M
BSVO
-0.67%
Winner
FTLS
+0.63%
3M
Winner
BSVO
+6.26%
FTLS
+4.31%
6M
Winner
BSVO
+20.41%
FTLS
+4.04%
1Y
Winner
BSVO
+44.87%
FTLS
+14.01%
5Y(CAGR)
BSVO
N/A
FTLS
+10.12%
10Y(CAGR)
BSVO
N/A
FTLS
+9.75%
Max(CAGR)
Winner
BSVO
+17.14%
FTLS
+8.97%
BSVO vs FTLS - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | BSVO | FTLS |
|---|---|---|
| 2026 | +18.39% | +4.47% |
| 2025 | +9.58% | +9.09% |
| 2024 | +4.97% | +19.09% |
| 2023 | +22.41% | +18.24% |
| 2022 | N/A | -5.23% |
| 2021 | N/A | +20.30% |
| 2020 | N/A | +2.13% |
| 2019 | N/A | +16.32% |
| 2018 | N/A | -5.41% |
| 2017 | N/A | +13.88% |
| 2016 | N/A | +7.57% |
| 2015 | N/A | +5.38% |
| 2014 | N/A | +5.71% |
BSVO vs FTLS Drawdown Comparison
The maximum drawdown for BSVO was -28.66%, occurring on Apr 8, 2025. Recovery took 255 trading sessions.
The maximum drawdown for FTLS was -20.54%, occurring on Mar 23, 2020. Recovery took 135 trading sessions.
The current BSVO drawdown is -1.08%. The current FTLS drawdown is -0.82%.
| Rank | BSVO | FTLS |
|---|---|---|
| #1 | -28.66% Nov 25, 2024 - Dec 3, 2025 | -20.54% Feb 19, 2020 - Aug 31, 2020 |
| #2 | -12.52% Aug 7, 2023 - Dec 4, 2023 | -13.38% Jan 26, 2018 - Sep 17, 2019 |
| #3 | -11.59% Jul 31, 2024 - Nov 6, 2024 | -11.69% Jan 23, 2025 - Aug 27, 2025 |
| #4 | -10.18% Mar 14, 2023 - Jun 7, 2023 | -10.35% Dec 29, 2021 - Jun 2, 2023 |
| #5 | -8.45% Dec 27, 2023 - Jul 15, 2024 | -9.26% Dec 1, 2015 - Jul 26, 2016 |
| #6 | -8.31% Feb 6, 2026 - Apr 9, 2026 | -8.16% May 27, 2015 - Nov 24, 2015 |
| #7 | -4.27% Jun 7, 2023 - Jul 11, 2023 | -7.45% Sep 2, 2020 - Jan 7, 2021 |
| #8 | -3.89% May 6, 2026 - May 19, 2026 | -4.76% Feb 11, 2021 - Apr 15, 2021 |
| #9 | -3.85% Nov 11, 2024 - Nov 25, 2024 | -4.44% Jul 10, 2024 - Aug 27, 2024 |
| #10 | -3.68% Dec 11, 2025 - Jan 8, 2026 | -4.22% Mar 28, 2024 - Jun 6, 2024 |
| #11 | -2.59% Jan 22, 2026 - Feb 2, 2026 | -3.95% Sep 11, 2023 - Nov 10, 2023 |
| #12 | -2.49% Jul 17, 2024 - Jul 23, 2024 | -3.91% Sep 18, 2014 - Oct 28, 2014 |
| #13 | -2.21% Jan 15, 2026 - Jan 21, 2026 | -3.86% Aug 18, 2016 - Nov 9, 2016 |
| #14 | -1.93% Dec 4, 2023 - Dec 8, 2023 | -3.79% Feb 2, 2026 - Apr 9, 2026 |
| #15 | -1.77% Jul 23, 2024 - Jul 25, 2024 | -3.46% Nov 11, 2025 - Dec 24, 2025 |
Correlation
Correlation between BSVO and FTLS is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2014 - 2026)
BSVO vs FTLS dividend yield comparison.
| Year | BSVO | FTLS |
|---|---|---|
| 2026 | 0.00% | 0.09% |
| 2025 | 1.52% | 1.07% |
| 2024 | 1.61% | 1.50% |
| 2023 | 1.43% | 1.49% |
| 2022 | 0.00% | 0.81% |
| 2021 | 0.00% | 0.01% |
| 2020 | 0.00% | 0.44% |
| 2019 | 0.00% | 0.83% |
| 2018 | 0.00% | 0.87% |
| 2017 | 0.00% | 0.43% |
| 2016 | 0.00% | 1.04% |
| 2015 | 0.00% | 0.49% |
| 2014 | 0.00% | 0.51% |
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