BSVO vs SPY
Comparison between EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF (BSVO, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
BSVO vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSVO
$2B
Winner
SPY
$652B
Expense Ratio
BSVO
0.45%
Winner
SPY
0.09%
Max Drawdown
Winner
BSVO
29.80%
SPY
56.47%
Sharpe Ratio
BSVO
2.06
Winner
SPY
2.07
5Y Beta
Winner
BSVO
0.97
SPY
1.00
P/E Ratio
BSVO
1357.21
Winner
SPY
28.24
Forward P/E
Winner
BSVO
10.99
SPY
21.85
5Y Dividends CAGR
BSVO
N/A
SPY
5.43%
5Y EPS CAGR
BSVO
N/A
SPY
25.79%
Debt to Equity
BSVO
144.99%
Winner
SPY
22.35%
P/S Ratio
Winner
BSVO
0.60
SPY
3.55
P/B Ratio
Winner
BSVO
1.20
SPY
5.29
BSVO vs SPY - Holdings Comparison
BSVO and SPY have 1 common holdings. Overlap is 0.00%
BSVO's top 25 holdings weight is 16.64%. SPY's top 25 holdings weight is 51.32%.
| Rank | BSVO | SPY |
|---|---|---|
| #1 | VIASAT INC (VSAT) - 0.90% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | n/a (SPHR) - 0.83% | APPLE INC (AAPL) - 6.48% |
| #3 | DANA INC (DAN) - 0.82% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | TUTOR PERINI CORP (TPC) - 0.81% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | INTERNATIONAL SEAWAYS INC (INSW) - 0.81% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | LIBERTY ENERGY INC CLASS A (LBRT) - 0.79% | BROADCOM INC (AVGO) - 3.09% |
| #7 | PATTERSON-UTI ENERGY INC (PTEN) - 0.78% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | HELMERICH & PAYNE INC (HP) - 0.77% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | SCORPIO TANKERS INC (STNG) - 0.77% | TESLA INC (TSLA) - 1.73% |
| #10 | ENOVA INTERNATIONAL INC (ENVA) - 0.75% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.74% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | VICTORIA'S SECRET & CO (VSCO) - 0.68% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | BANKUNITED INC (BKU) - 0.68% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | CRESCENT ENERGY CO CLASS A (CRGY) - 0.65% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | n/a (HG) - 0.64% | WALMART INC (WMT) - 0.91% |
| #16 | UNITED NATURAL FOODS INC (UNFI) - 0.62% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | VISTEON CORP (VC) - 0.62% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | PAR PACIFIC HOLDINGS INC (PARR) - 0.62% | VISA INC CLASS A (V) - 0.85% |
| #19 | PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.61% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | KENNAMETAL INC (KMT) - 0.61% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | EXPRO GROUP HOLDINGS NV (XPRO) - 0.44% | INTEL CORP (INTC) - 0.65% |
| #22 | SELECT WATER SOLUTIONS INC CLASS A (WTTR) - 0.43% | NETFLIX INC (NFLX) - 0.64% |
| #23 | V2X INC (VVX) - 0.43% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | FIDELIS INSURANCE HOLDINGS LTD (FIHL) - 0.42% | CHEVRON CORP (CVX) - 0.58% |
| #25 | PHOTRONICS INC (PLAB) - 0.42% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 575 | 505 |
BSVO vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
BSVO
+5.44%
Winner
SPY
+9.11%
3M
BSVO
+4.93%
Winner
SPY
+6.59%
6M
Winner
BSVO
+25.74%
SPY
+10.56%
1Y
Winner
BSVO
+47.95%
SPY
+32.04%
5Y(CAGR)
BSVO
N/A
SPY
+13.35%
10Y(CAGR)
BSVO
N/A
SPY
+15.49%
Max(CAGR)
Winner
BSVO
+17.66%
SPY
+8.50%
BSVO vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BSVO | SPY |
|---|---|---|
| 2026 | +18.80% | +8.27% |
| 2025 | +9.58% | +18.00% |
| 2024 | +4.97% | +25.59% |
| 2023 | +22.41% | +26.72% |
| 2022 | N/A | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
BSVO vs SPY Drawdown Comparison
The maximum drawdown for BSVO was -28.66%, occurring on Apr 8, 2025. Recovery took 255 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current BSVO drawdown is -0.73%.
| Rank | BSVO | SPY |
|---|---|---|
| #1 | -28.66% Nov 25, 2024 - Dec 3, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -12.52% Aug 7, 2023 - Dec 4, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -11.59% Jul 31, 2024 - Nov 6, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -10.18% Mar 14, 2023 - Jun 7, 2023 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -8.45% Dec 27, 2023 - Jul 15, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -8.31% Feb 6, 2026 - Apr 9, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -4.27% Jun 7, 2023 - Jul 11, 2023 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -3.85% Nov 11, 2024 - Nov 25, 2024 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -3.68% Dec 11, 2025 - Jan 8, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -2.59% Jan 22, 2026 - Feb 2, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -2.49% Jul 17, 2024 - Jul 23, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -2.21% Jan 15, 2026 - Jan 21, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.93% Dec 4, 2023 - Dec 8, 2023 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -1.77% Jul 23, 2024 - Jul 25, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -1.67% May 1, 2026 - May 6, 2026 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BSVO and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (1999 - 2026)
BSVO vs SPY dividend yield comparison.
| Year | BSVO | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 1.52% | 1.07% |
| 2024 | 1.61% | 1.21% |
| 2023 | 1.43% | 1.40% |
| 2022 | 0.00% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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