BSVO vs HDEF

Comparison between EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF (BSVO, ETF) and XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF (HDEF, ETF).

BSVO vs HDEF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSVO(ETF)	HDEF(ETF)
Net Assets	$2.30B	$2.30B
Expense Ratio	0.45%	0.09%
Max Drawdown	29.80%	38.17%
Sharpe Ratio	1.75	1.01
5Y Beta	0.96	0.42
P/E Ratio	135.41	N/A
Forward P/E	10.52	N/A
5Y Dividends CAGR	N/A	2.87%
Debt to Equity	124.44%	N/A
P/S Ratio	0.63	N/A
P/B Ratio	1.20	N/A

Net Assets

BSVO

$2.30B

HDEF

$2.30B

Expense Ratio

BSVO

0.45%

Winner

HDEF

0.09%

Max Drawdown

Winner

BSVO

29.80%

HDEF

38.17%

Sharpe Ratio

Winner

BSVO

1.75

HDEF

1.01

5Y Beta

BSVO

0.96

Winner

HDEF

0.42

P/E Ratio

BSVO

135.41

HDEF

N/A

Forward P/E

BSVO

10.52

HDEF

N/A

5Y Dividends CAGR

BSVO

N/A

HDEF

2.87%

Debt to Equity

BSVO

124.44%

HDEF

N/A

P/S Ratio

BSVO

0.63

HDEF

N/A

P/B Ratio

BSVO

1.20

HDEF

N/A

BSVO vs HDEF - Historical Returns

Returns include dividend reinvestment.

Period	BSVO	HDEF
1 month	+2.80%	-2.32%
3 months	+12.99%	-0.18%
6 months	+17.62%	+6.37%
1 year	+42.93%	+16.90%
5 years(CAGR)	N/A	+10.18%
10 years(CAGR)	N/A	+9.09%
Max(CAGR)	+17.24%	+7.53%

Winner

BSVO

+2.80%

HDEF

-2.32%

Winner

BSVO

+12.99%

HDEF

-0.18%

Winner

BSVO

+17.62%

HDEF

+6.37%

Winner

BSVO

+42.93%

HDEF

+16.90%

5Y(CAGR)

BSVO

N/A

HDEF

+10.18%

10Y(CAGR)

BSVO

N/A

HDEF

+9.09%

Max(CAGR)

Winner

BSVO

+17.24%

HDEF

+7.53%

BSVO vs HDEF - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	BSVO	HDEF
2026	+19.53%	+4.53%
2025	+9.58%	+33.36%
2024	+4.97%	+3.36%
2023	+22.41%	+17.51%
2022	N/A	-3.03%
2021	N/A	+6.01%
2020	N/A	-2.76%
2019	N/A	+25.44%
2018	N/A	-13.77%
2017	N/A	+9.90%
2016	N/A	+13.43%
2015	N/A	-4.66%

BSVO vs HDEF Drawdown Comparison

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

The maximum drawdown for HDEF was -36.42%, occurring on Mar 23, 2020. Recovery took 255 trading sessions.

The current BSVO drawdown is -3.41%. The current HDEF drawdown is -4.59%.

Rank	BSVO	HDEF
#1	-28.66% Nov 25, 2024 - Dec 3, 2025	-36.42% Jan 2, 2020 - Jan 6, 2021
#2	-12.52% Aug 7, 2023 - Dec 4, 2023	-23.69% Feb 9, 2022 - Apr 6, 2023
#3	-11.59% Jul 31, 2024 - Nov 6, 2024	-17.55% Jan 22, 2018 - Oct 24, 2019
#4	-10.18% Mar 14, 2023 - Jun 7, 2023	-14.95% Aug 18, 2015 - Aug 10, 2016
#5	-8.45% Dec 27, 2023 - Jul 15, 2024	-11.15% Sep 26, 2024 - Mar 5, 2025
#6	-8.31% Feb 6, 2026 - Apr 9, 2026	-10.60% Mar 18, 2025 - Apr 22, 2025
#7	-4.27% Jun 7, 2023 - Jul 11, 2023	-9.31% Jun 15, 2021 - Jan 12, 2022
#8	-3.89% May 6, 2026 - Jun 2, 2026	-8.79% Jul 26, 2023 - Dec 13, 2023
#9	-3.85% Nov 11, 2024 - Nov 25, 2024	-8.02% Feb 27, 2026 - Mar 20, 2026
#10	-3.68% Dec 11, 2025 - Jan 8, 2026	-6.39% May 8, 2023 - Jun 15, 2023
#11	-3.41% Jun 12, 2026 - Jun 17, 2026	-5.63% Dec 9, 2016 - Jan 10, 2017
#12	-2.59% Jan 22, 2026 - Feb 2, 2026	-5.46% Dec 27, 2023 - Mar 20, 2024
#13	-2.49% Jul 17, 2024 - Jul 23, 2024	-4.72% Jan 8, 2021 - Mar 16, 2021
#14	-2.21% Jan 15, 2026 - Jan 21, 2026	-4.35% Nov 2, 2017 - Jan 9, 2018
#15	-1.93% Dec 4, 2023 - Dec 8, 2023	-4.24% May 17, 2024 - Jul 12, 2024

Correlation

Correlation between BSVO and HDEF is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2015 - 2026)

BSVO vs HDEF dividend yield comparison.

Year	BSVO	HDEF
2026	0.00%	0.45%
2025	1.52%	3.88%
2024	1.61%	4.53%
2023	1.43%	4.38%
2022	0.00%	5.41%
2021	0.00%	4.76%
2020	0.00%	3.93%
2019	0.00%	4.20%
2018	0.00%	3.55%
2017	0.00%	3.38%
2016	0.00%	9.52%
2015	0.00%	1.87%