BSVO vs SPUS
Comparison between EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF (BSVO, ETF) and SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF (SPUS, ETF).
BSVO vs SPUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSVO
$2B
SPUS
$2B
Expense Ratio
BSVO
0.45%
SPUS
0.45%
Max Drawdown
Winner
BSVO
29.80%
SPUS
30.80%
Sharpe Ratio
BSVO
2.06
Winner
SPUS
2.32
5Y Beta
Winner
BSVO
0.97
SPUS
1.12
P/E Ratio
BSVO
1357.21
Winner
SPUS
33.83
Forward P/E
Winner
BSVO
10.99
SPUS
23.97
PEG Ratio
BSVO
N/A
SPUS
0.43
5Y Dividends CAGR
BSVO
N/A
SPUS
2.91%
5Y EPS CAGR
BSVO
N/A
SPUS
32.51%
Debt to Equity
BSVO
144.99%
Winner
SPUS
20.81%
P/S Ratio
Winner
BSVO
0.60
SPUS
5.13
P/B Ratio
Winner
BSVO
1.20
SPUS
8.86
BSVO vs SPUS - Holdings Comparison
BSVO and SPUS have 1 common holdings. Overlap is -0.76%
BSVO's top 25 holdings weight is 16.64%. SPUS's top 25 holdings weight is 69.25%.
| Rank | BSVO | SPUS |
|---|---|---|
| #1 | VIASAT INC (VSAT) - 0.90% | NVIDIA CORP (NVDA) - 14.17% |
| #2 | n/a (SPHR) - 0.83% | APPLE INC (AAPL) - 11.57% |
| #3 | DANA INC (DAN) - 0.82% | MICROSOFT CORP (MSFT) - 8.96% |
| #4 | TUTOR PERINI CORP (TPC) - 0.81% | ALPHABET INC CLASS A (GOOGL) - 5.67% |
| #5 | INTERNATIONAL SEAWAYS INC (INSW) - 0.81% | BROADCOM INC (AVGO) - 5.47% |
| #6 | LIBERTY ENERGY INC CLASS A (LBRT) - 0.79% | TESLA INC (TSLA) - 3.19% |
| #7 | PATTERSON-UTI ENERGY INC (PTEN) - 0.78% | ELI LILLY AND CO (LLY) - 2.10% |
| #8 | HELMERICH & PAYNE INC (HP) - 0.77% | EXXON MOBIL CORP (XOM) - 1.78% |
| #9 | SCORPIO TANKERS INC (STNG) - 0.77% | JOHNSON & JOHNSON (JNJ) - 1.60% |
| #10 | ENOVA INTERNATIONAL INC (ENVA) - 0.75% | MICRON TECHNOLOGY INC (MU) - 1.46% |
| #11 | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.74% | ADVANCED MICRO DEVICES INC (AMD) - 1.29% |
| #12 | VICTORIA'S SECRET & CO (VSCO) - 0.68% | ABBVIE INC (ABBV) - 1.04% |
| #13 | BANKUNITED INC (BKU) - 0.68% | THE HOME DEPOT INC (HD) - 1.01% |
| #14 | CRESCENT ENERGY CO CLASS A (CRGY) - 0.65% | CISCO SYSTEMS INC (CSCO) - 1.00% |
| #15 | n/a (HG) - 0.64% | PROCTER & GAMBLE CO (PG) - 0.97% |
| #16 | UNITED NATURAL FOODS INC (UNFI) - 0.62% | LAM RESEARCH CORP (LRCX) - 0.95% |
| #17 | VISTEON CORP (VC) - 0.62% | OTHER ASSETS AND LIABILITIES (n/a) - 0.92% |
| #18 | PAR PACIFIC HOLDINGS INC (PARR) - 0.62% | APPLIED MATERIALS INC (AMAT) - 0.90% |
| #19 | PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.61% | ORACLE CORP (ORCL) - 0.88% |
| #20 | KENNAMETAL INC (KMT) - 0.61% | MERCK & CO INC (MRK) - 0.84% |
| #21 | EXPRO GROUP HOLDINGS NV (XPRO) - 0.44% | GE VERNOVA INC (GEV) - 0.78% |
| #22 | SELECT WATER SOLUTIONS INC CLASS A (WTTR) - 0.43% | KLA CORP (KLAC) - 0.70% |
| #23 | V2X INC (VVX) - 0.43% | LINDE PLC (LIN) - 0.69% |
| #24 | FIDELIS INSURANCE HOLDINGS LTD (FIHL) - 0.42% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.68% |
| #25 | PHOTRONICS INC (PLAB) - 0.42% | PEPSICO INC (PEP) - 0.63% |
| Total Holdings | 575 | 221 |
BSVO vs SPUS - Historical Returns
Returns include dividend reinvestment.
1M
BSVO
+5.44%
Winner
SPUS
+12.46%
3M
BSVO
+4.93%
Winner
SPUS
+8.65%
6M
Winner
BSVO
+25.74%
SPUS
+12.38%
1Y
Winner
BSVO
+47.95%
SPUS
+43.41%
5Y(CAGR)
BSVO
N/A
SPUS
+16.29%
Max(CAGR)
BSVO
+17.66%
Winner
SPUS
+18.68%
BSVO vs SPUS - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | BSVO | SPUS |
|---|---|---|
| 2026 | +18.80% | +10.04% |
| 2025 | +9.58% | +19.94% |
| 2024 | +4.97% | +27.91% |
| 2023 | +22.41% | +35.56% |
| 2022 | N/A | -23.12% |
| 2021 | N/A | +37.94% |
| 2020 | N/A | +23.99% |
| 2019 | N/A | +0.81% |
BSVO vs SPUS Drawdown Comparison
The maximum drawdown for BSVO was -28.66%, occurring on Apr 8, 2025. Recovery took 255 trading sessions.
The maximum drawdown for SPUS was -30.80%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
The current BSVO drawdown is -0.73%.
| Rank | BSVO | SPUS |
|---|---|---|
| #1 | -28.66% Nov 25, 2024 - Dec 3, 2025 | -30.80% Feb 19, 2020 - Jul 6, 2020 |
| #2 | -12.52% Aug 7, 2023 - Dec 4, 2023 | -28.06% Dec 27, 2021 - Dec 12, 2023 |
| #3 | -11.59% Jul 31, 2024 - Nov 6, 2024 | -22.82% Jan 23, 2025 - Jul 2, 2025 |
| #4 | -10.18% Mar 14, 2023 - Jun 7, 2023 | -11.46% Jul 10, 2024 - Oct 14, 2024 |
| #5 | -8.45% Dec 27, 2023 - Jul 15, 2024 | -10.66% Jan 28, 2026 - Apr 15, 2026 |
| #6 | -8.31% Feb 6, 2026 - Apr 9, 2026 | -9.94% Sep 2, 2020 - Dec 8, 2020 |
| #7 | -4.27% Jun 7, 2023 - Jul 11, 2023 | -8.19% Feb 12, 2021 - Apr 5, 2021 |
| #8 | -3.85% Nov 11, 2024 - Nov 25, 2024 | -6.71% Sep 3, 2021 - Oct 26, 2021 |
| #9 | -3.68% Dec 11, 2025 - Jan 8, 2026 | -6.56% Mar 22, 2024 - May 15, 2024 |
| #10 | -2.59% Jan 22, 2026 - Feb 2, 2026 | -5.74% Oct 29, 2025 - Jan 27, 2026 |
| #11 | -2.49% Jul 17, 2024 - Jul 23, 2024 | -4.76% Apr 23, 2021 - Jun 10, 2021 |
| #12 | -2.21% Jan 15, 2026 - Jan 21, 2026 | -4.50% Dec 16, 2024 - Jan 23, 2025 |
| #13 | -1.93% Dec 4, 2023 - Dec 8, 2023 | -3.69% Jan 26, 2021 - Feb 4, 2021 |
| #14 | -1.77% Jul 23, 2024 - Jul 25, 2024 | -3.59% Nov 19, 2021 - Dec 8, 2021 |
| #15 | -1.67% May 1, 2026 - May 6, 2026 | -3.50% Dec 15, 2021 - Dec 27, 2021 |
Correlation
Correlation between BSVO and SPUS is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2020 - 2026)
BSVO vs SPUS dividend yield comparison.
| Year | BSVO | SPUS |
|---|---|---|
| 2026 | 0.00% | 0.18% |
| 2025 | 1.52% | 0.60% |
| 2024 | 1.61% | 0.70% |
| 2023 | 1.43% | 0.87% |
| 2022 | 0.00% | 1.21% |
| 2021 | 0.00% | 1.15% |
| 2020 | 0.00% | 1.04% |
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