FTSL vs BSVO
Comparison between FIRST TRUST SENIOR LOAN FUND (FTSL, ETF) and EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF (BSVO, ETF).
FTSL vs BSVO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FTSL
$2.30B
BSVO
$2.30B
Expense Ratio
FTSL
0.70%
Winner
BSVO
0.45%
Max Drawdown
Winner
FTSL
26.38%
BSVO
29.80%
Sharpe Ratio
FTSL
0.19
Winner
BSVO
1.89
5Y Beta
Winner
FTSL
0.09
BSVO
0.95
P/E Ratio
FTSL
N/A
BSVO
114.78
Forward P/E
FTSL
N/A
BSVO
10.49
5Y Dividends CAGR
FTSL
14.01%
BSVO
N/A
Debt to Equity
FTSL
N/A
BSVO
131.18%
P/S Ratio
FTSL
N/A
BSVO
0.63
P/B Ratio
FTSL
N/A
BSVO
1.20
FTSL vs BSVO - Historical Returns
Returns include dividend reinvestment.
1M
FTSL
+0.20%
Winner
BSVO
+3.29%
3M
FTSL
+1.57%
Winner
BSVO
+14.35%
6M
FTSL
+0.65%
Winner
BSVO
+20.39%
1Y
FTSL
+4.20%
Winner
BSVO
+44.30%
5Y(CAGR)
FTSL
+5.02%
BSVO
N/A
10Y(CAGR)
FTSL
+4.46%
BSVO
N/A
Max(CAGR)
FTSL
+3.98%
Winner
BSVO
+17.82%
FTSL vs BSVO - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | FTSL | BSVO |
|---|---|---|
| 2026 | +0.59% | +21.83% |
| 2025 | +6.00% | +9.58% |
| 2024 | +8.32% | +4.97% |
| 2023 | +10.96% | +22.41% |
| 2022 | -2.44% | N/A |
| 2021 | +4.05% | N/A |
| 2020 | +2.82% | N/A |
| 2019 | +10.16% | N/A |
| 2018 | -1.40% | N/A |
| 2017 | +2.64% | N/A |
| 2016 | +7.28% | N/A |
| 2015 | +0.16% | N/A |
| 2014 | +1.32% | N/A |
| 2013 | +1.79% | N/A |
FTSL vs BSVO Drawdown Comparison
The maximum drawdown for FTSL was -22.67%, occurring on Mar 23, 2020. Recovery took 198 trading sessions.
The maximum drawdown for BSVO was -28.66%, occurring on Apr 8, 2025. Recovery took 255 trading sessions.
The current FTSL drawdown is -0.03%. The current BSVO drawdown is -1.55%.
| Rank | FTSL | BSVO |
|---|---|---|
| #1 | -22.67% Jan 29, 2020 - Nov 9, 2020 | -28.66% Nov 25, 2024 - Dec 3, 2025 |
| #2 | -6.96% Jan 24, 2022 - Feb 1, 2023 | -12.52% Aug 7, 2023 - Dec 4, 2023 |
| #3 | -4.61% Oct 22, 2018 - Feb 20, 2019 | -11.59% Jul 31, 2024 - Nov 6, 2024 |
| #4 | -4.29% Jul 21, 2015 - Apr 21, 2016 | -10.18% Mar 14, 2023 - Jun 7, 2023 |
| #5 | -2.66% Mar 25, 2025 - Apr 28, 2025 | -8.45% Dec 27, 2023 - Jul 15, 2024 |
| #6 | -2.54% Dec 2, 2014 - Feb 5, 2015 | -8.31% Feb 6, 2026 - Apr 9, 2026 |
| #7 | -2.33% Jan 16, 2026 - May 5, 2026 | -4.27% Jun 7, 2023 - Jul 11, 2023 |
| #8 | -2.06% Jul 28, 2014 - Nov 24, 2014 | -3.89% May 6, 2026 - Jun 2, 2026 |
| #9 | -1.83% May 31, 2013 - Oct 22, 2013 | -3.85% Nov 11, 2024 - Nov 25, 2024 |
| #10 | -1.54% Feb 7, 2023 - Apr 3, 2023 | -3.68% Dec 11, 2025 - Jan 8, 2026 |
| #11 | -1.21% Sep 17, 2019 - Nov 11, 2019 | -3.41% Jun 12, 2026 - Jun 17, 2026 |
| #12 | -1.09% Jul 31, 2024 - Aug 19, 2024 | -2.59% Jan 22, 2026 - Feb 2, 2026 |
| #13 | -0.98% Jun 9, 2016 - Jul 8, 2016 | -2.49% Jul 17, 2024 - Jul 23, 2024 |
| #14 | -0.97% Jul 30, 2019 - Sep 10, 2019 | -2.21% Jan 15, 2026 - Jan 21, 2026 |
| #15 | -0.93% Oct 24, 2016 - Dec 7, 2016 | -1.93% Dec 4, 2023 - Dec 8, 2023 |
Correlation
Correlation between FTSL and BSVO is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2013 - 2026)
FTSL vs BSVO dividend yield comparison.
| Year | FTSL | BSVO |
|---|---|---|
| 2026 | 2.63% | 0.00% |
| 2025 | 6.59% | 1.52% |
| 2024 | 7.56% | 1.61% |
| 2023 | 7.59% | 1.43% |
| 2022 | 4.77% | 0.00% |
| 2021 | 3.17% | 0.00% |
| 2020 | 3.48% | 0.00% |
| 2019 | 4.44% | 0.00% |
| 2018 | 4.29% | 0.00% |
| 2017 | 3.64% | 0.00% |
| 2016 | 3.70% | 0.00% |
| 2015 | 3.95% | 0.00% |
| 2014 | 3.75% | 0.00% |
| 2013 | 2.64% | 0.00% |
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