HDEF vs BSVO

Comparison between XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF (HDEF, ETF) and EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF (BSVO, ETF).

HDEF vs BSVO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HDEF(ETF)	BSVO(ETF)
Net Assets	$2.30B	$2.30B
Expense Ratio	0.09%	0.45%
Max Drawdown	38.17%	29.80%
Sharpe Ratio	1.01	1.75
5Y Beta	0.42	0.96
P/E Ratio	N/A	135.41
Forward P/E	N/A	10.52
5Y Dividends CAGR	2.87%	N/A
Debt to Equity	N/A	124.44%
P/S Ratio	N/A	0.63
P/B Ratio	N/A	1.20

Net Assets

HDEF

$2.30B

BSVO

$2.30B

Expense Ratio

Winner

HDEF

0.09%

BSVO

0.45%

Max Drawdown

HDEF

38.17%

Winner

BSVO

29.80%

Sharpe Ratio

HDEF

1.01

Winner

BSVO

1.75

5Y Beta

Winner

HDEF

0.42

BSVO

0.96

P/E Ratio

HDEF

N/A

BSVO

135.41

Forward P/E

HDEF

N/A

BSVO

10.52

5Y Dividends CAGR

HDEF

2.87%

BSVO

N/A

Debt to Equity

HDEF

N/A

BSVO

124.44%

P/S Ratio

HDEF

N/A

BSVO

0.63

P/B Ratio

HDEF

N/A

BSVO

1.20

HDEF vs BSVO - Historical Returns

Returns include dividend reinvestment.

Period	HDEF	BSVO
1 month	-2.32%	+2.80%
3 months	-0.18%	+12.99%
6 months	+6.37%	+17.62%
1 year	+16.90%	+42.93%
5 years(CAGR)	+10.18%	N/A
10 years(CAGR)	+9.09%	N/A
Max(CAGR)	+7.53%	+17.24%

HDEF

-2.32%

Winner

BSVO

+2.80%

HDEF

-0.18%

Winner

BSVO

+12.99%

HDEF

+6.37%

Winner

BSVO

+17.62%

HDEF

+16.90%

Winner

BSVO

+42.93%

5Y(CAGR)

HDEF

+10.18%

BSVO

N/A

10Y(CAGR)

HDEF

+9.09%

BSVO

N/A

Max(CAGR)

HDEF

+7.53%

Winner

BSVO

+17.24%

HDEF vs BSVO - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	HDEF	BSVO
2026	+4.53%	+19.53%
2025	+33.36%	+9.58%
2024	+3.36%	+4.97%
2023	+17.51%	+22.41%
2022	-3.03%	N/A
2021	+6.01%	N/A
2020	-2.76%	N/A
2019	+25.44%	N/A
2018	-13.77%	N/A
2017	+9.90%	N/A
2016	+13.43%	N/A
2015	-4.66%	N/A

HDEF vs BSVO Drawdown Comparison

The maximum drawdown for HDEF was -36.42%, occurring on Mar 23, 2020. Recovery took 255 trading sessions.

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

The current HDEF drawdown is -4.59%. The current BSVO drawdown is -3.41%.

Rank	HDEF	BSVO
#1	-36.42% Jan 2, 2020 - Jan 6, 2021	-28.66% Nov 25, 2024 - Dec 3, 2025
#2	-23.69% Feb 9, 2022 - Apr 6, 2023	-12.52% Aug 7, 2023 - Dec 4, 2023
#3	-17.55% Jan 22, 2018 - Oct 24, 2019	-11.59% Jul 31, 2024 - Nov 6, 2024
#4	-14.95% Aug 18, 2015 - Aug 10, 2016	-10.18% Mar 14, 2023 - Jun 7, 2023
#5	-11.15% Sep 26, 2024 - Mar 5, 2025	-8.45% Dec 27, 2023 - Jul 15, 2024
#6	-10.60% Mar 18, 2025 - Apr 22, 2025	-8.31% Feb 6, 2026 - Apr 9, 2026
#7	-9.31% Jun 15, 2021 - Jan 12, 2022	-4.27% Jun 7, 2023 - Jul 11, 2023
#8	-8.79% Jul 26, 2023 - Dec 13, 2023	-3.89% May 6, 2026 - Jun 2, 2026
#9	-8.02% Feb 27, 2026 - Mar 20, 2026	-3.85% Nov 11, 2024 - Nov 25, 2024
#10	-6.39% May 8, 2023 - Jun 15, 2023	-3.68% Dec 11, 2025 - Jan 8, 2026
#11	-5.63% Dec 9, 2016 - Jan 10, 2017	-3.41% Jun 12, 2026 - Jun 17, 2026
#12	-5.46% Dec 27, 2023 - Mar 20, 2024	-2.59% Jan 22, 2026 - Feb 2, 2026
#13	-4.72% Jan 8, 2021 - Mar 16, 2021	-2.49% Jul 17, 2024 - Jul 23, 2024
#14	-4.35% Nov 2, 2017 - Jan 9, 2018	-2.21% Jan 15, 2026 - Jan 21, 2026
#15	-4.24% May 17, 2024 - Jul 12, 2024	-1.93% Dec 4, 2023 - Dec 8, 2023

Correlation

Correlation between HDEF and BSVO is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2015 - 2026)

HDEF vs BSVO dividend yield comparison.

Year	HDEF	BSVO
2026	0.45%	0.00%
2025	3.88%	1.52%
2024	4.53%	1.61%
2023	4.38%	1.43%
2022	5.41%	0.00%
2021	4.76%	0.00%
2020	3.93%	0.00%
2019	4.20%	0.00%
2018	3.55%	0.00%
2017	3.38%	0.00%
2016	9.52%	0.00%
2015	1.87%	0.00%