BSVO vs IBTG

Comparison between EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF (BSVO, ETF) and ISHARES IBONDS DEC 2026 TERM TREASURY ETF (IBTG, ETF).

BSVO vs IBTG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSVO(ETF)	IBTG(ETF)
Net Assets	$2.30B	$2.30B
Expense Ratio	0.45%	0.07%
Max Drawdown	29.80%	15.61%
Sharpe Ratio	1.81	0.80
5Y Beta	0.97	-0.01
P/E Ratio	79.60	N/A
Forward P/E	10.99	N/A
5Y Dividends CAGR	N/A	39.69%
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

IBTG

$2.30B

Expense Ratio

BSVO

0.45%

Winner

IBTG

0.07%

Max Drawdown

BSVO

29.80%

Winner

IBTG

15.61%

Sharpe Ratio

Winner

BSVO

1.81

IBTG

0.80

5Y Beta

BSVO

0.97

Winner

IBTG

-0.01

P/E Ratio

BSVO

79.60

IBTG

N/A

Forward P/E

BSVO

10.99

IBTG

N/A

5Y Dividends CAGR

BSVO

N/A

IBTG

39.69%

5Y EPS CAGR

BSVO

6.16%

IBTG

N/A

Debt to Equity

BSVO

121.63%

IBTG

N/A

P/S Ratio

BSVO

0.65

IBTG

N/A

P/B Ratio

BSVO

1.24

IBTG

N/A

BSVO vs IBTG - Historical Returns

Returns include dividend reinvestment.

Period	BSVO	IBTG
1 month	-0.76%	+0.34%
3 months	+8.11%	+0.95%
6 months	+18.63%	+1.82%
1 year	+43.20%	+4.12%
5 years(CAGR)	N/A	+0.85%
Max(CAGR)	+17.01%	+1.00%

BSVO

-0.76%

Winner

IBTG

+0.34%

Winner

BSVO

+8.11%

IBTG

+0.95%

Winner

BSVO

+18.63%

IBTG

+1.82%

Winner

BSVO

+43.20%

IBTG

+4.12%

5Y(CAGR)

BSVO

N/A

IBTG

+0.85%

Max(CAGR)

Winner

BSVO

+17.01%

IBTG

+1.00%

BSVO vs IBTG - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	BSVO	IBTG
2026	+18.19%	+1.46%
2025	+9.58%	+4.54%
2024	+4.97%	+4.15%
2023	+22.41%	+4.13%
2022	N/A	-7.85%
2021	N/A	-3.06%
2020	N/A	+3.99%

BSVO vs IBTG Drawdown Comparison

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

The maximum drawdown for IBTG was -13.62%, occurring on Oct 20, 2022. Recovery took 1351 trading sessions.

The current BSVO drawdown is -1.36%.

Rank	BSVO	IBTG
#1	-28.66% Nov 25, 2024 - Dec 3, 2025	-13.62% Aug 4, 2020 - Dec 18, 2025
#2	-12.52% Aug 7, 2023 - Dec 4, 2023	-2.79% Mar 9, 2020 - Mar 27, 2020
#3	-11.59% Jul 31, 2024 - Nov 6, 2024	-1.03% May 14, 2020 - Jun 26, 2020
#4	-10.18% Mar 14, 2023 - Jun 7, 2023	-0.76% Apr 3, 2020 - Apr 15, 2020
#5	-8.45% Dec 27, 2023 - Jul 15, 2024	-0.50% Apr 21, 2020 - May 7, 2020
#6	-8.31% Feb 6, 2026 - Apr 9, 2026	-0.34% May 7, 2020 - May 14, 2020
#7	-4.27% Jun 7, 2023 - Jul 11, 2023	-0.17% Jul 9, 2020 - Jul 21, 2020
#8	-3.89% May 6, 2026 - Jun 2, 2026	-0.15% Apr 15, 2020 - Apr 21, 2020
#9	-3.85% Nov 11, 2024 - Nov 25, 2024	-0.13% Jul 1, 2020 - Jul 9, 2020
#10	-3.68% Dec 11, 2025 - Jan 8, 2026	-0.11% Jul 24, 2020 - Jul 28, 2020
#11	-2.59% Jan 22, 2026 - Feb 2, 2026	-0.09% Mar 31, 2020 - Apr 3, 2020
#12	-2.49% Jul 17, 2024 - Jul 23, 2024	-0.04% Dec 26, 2025 - Jan 2, 2026
#13	-2.21% Jan 15, 2026 - Jan 21, 2026	-0.04% Feb 9, 2026 - Feb 13, 2026
#14	-1.93% Dec 4, 2023 - Dec 8, 2023	-0.03% Feb 27, 2026 - Mar 6, 2026
#15	-1.86% Jun 2, 2026 - Jun 3, 2026	-0.02% Feb 28, 2020 - Mar 3, 2020