BSVO vs IBDW

Comparison between EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF (BSVO, ETF) and ISHARES IBONDS DEC 2031 TERM CORPORATE ETF (IBDW, ETF).

BSVO vs IBDW - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	BSVO(ETF)	IBDW(ETF)
Net Assets	$2.30B	$2.40B
Expense Ratio	0.45%	0.10%
Max Drawdown	29.80%	26.72%
Sharpe Ratio	1.81	0.25
5Y Beta	0.97	0.06
P/E Ratio	79.60	N/A
Forward P/E	10.99	N/A
5Y EPS CAGR	6.16%	N/A
Debt to Equity	121.63%	N/A
P/S Ratio	0.65	N/A
P/B Ratio	1.24	N/A

Net Assets

BSVO

$2.30B

Winner

IBDW

$2.40B

Expense Ratio

BSVO

0.45%

Winner

IBDW

0.10%

Max Drawdown

BSVO

29.80%

Winner

IBDW

26.72%

Sharpe Ratio

Winner

BSVO

1.81

IBDW

0.25

5Y Beta

BSVO

0.97

Winner

IBDW

0.06

P/E Ratio

BSVO

79.60

IBDW

N/A

Forward P/E

BSVO

10.99

IBDW

N/A

5Y EPS CAGR

BSVO

6.16%

IBDW

N/A

Debt to Equity

BSVO

121.63%

IBDW

N/A

P/S Ratio

BSVO

0.65

IBDW

N/A

P/B Ratio

BSVO

1.24

IBDW

N/A

BSVO vs IBDW - Historical Returns

Returns include dividend reinvestment.

Period	BSVO	IBDW
1 month	-0.76%	-0.37%
3 months	+8.11%	-1.00%
6 months	+18.63%	+0.16%
1 year	+43.20%	+4.89%
5 years(CAGR)	N/A	+0.38%
Max(CAGR)	+17.01%	+0.38%

BSVO

-0.76%

Winner

IBDW

-0.37%

Winner

BSVO

+8.11%

IBDW

-1.00%

Winner

BSVO

+18.63%

IBDW

+0.16%

Winner

BSVO

+43.20%

IBDW

+4.89%

5Y(CAGR)

BSVO

N/A

IBDW

+0.38%

Max(CAGR)

Winner

BSVO

+17.01%

IBDW

+0.38%

BSVO vs IBDW - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	BSVO	IBDW
2026	+18.19%	-0.22%
2025	+9.58%	+8.86%
2024	+4.97%	+3.60%
2023	+22.41%	+8.47%
2022	N/A	-16.41%
2021	N/A	+0.36%

BSVO vs IBDW Drawdown Comparison

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

The maximum drawdown for IBDW was -23.88%, occurring on Oct 20, 2022. Recovery took 1132 trading sessions.

The current BSVO drawdown is -1.36%. The current IBDW drawdown is -1.51%.

Rank	BSVO	IBDW
#1	-28.66% Nov 25, 2024 - Dec 3, 2025	-23.88% Aug 3, 2021 - Feb 5, 2026
#2	-12.52% Aug 7, 2023 - Dec 4, 2023	-2.42% Feb 23, 2026 - Mar 26, 2026
#3	-11.59% Jul 31, 2024 - Nov 6, 2024	-0.79% Jul 8, 2021 - Jul 19, 2021
#4	-10.18% Mar 14, 2023 - Jun 7, 2023	-0.59% Jul 19, 2021 - Jul 28, 2021
#5	-8.45% Dec 27, 2023 - Jul 15, 2024	-0.19% Jul 28, 2021 - Aug 2, 2021
#6	-8.31% Feb 6, 2026 - Apr 9, 2026	-0.19% Jun 30, 2021 - Jul 2, 2021
#7	-4.27% Jun 7, 2023 - Jul 11, 2023	-0.17% Jun 24, 2021 - Jun 28, 2021
#8	-3.89% May 6, 2026 - Jun 2, 2026	-0.12% Feb 10, 2026 - Feb 12, 2026
#9	-3.85% Nov 11, 2024 - Nov 25, 2024	-0.07% Feb 17, 2026 - Feb 23, 2026
#10	-3.68% Dec 11, 2025 - Jan 8, 2026	N/A
#11	-2.59% Jan 22, 2026 - Feb 2, 2026	N/A
#12	-2.49% Jul 17, 2024 - Jul 23, 2024	N/A
#13	-2.21% Jan 15, 2026 - Jan 21, 2026	N/A
#14	-1.93% Dec 4, 2023 - Dec 8, 2023	N/A
#15	-1.86% Jun 2, 2026 - Jun 3, 2026	N/A