IBTG vs BSVO
Comparison between ISHARES IBONDS DEC 2026 TERM TREASURY ETF (IBTG, ETF) and EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF (BSVO, ETF).
IBTG vs BSVO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBTG
$2.30B
BSVO
$2.30B
Expense Ratio
Winner
IBTG
0.07%
BSVO
0.45%
Max Drawdown
Winner
IBTG
15.61%
BSVO
29.80%
Sharpe Ratio
IBTG
0.80
Winner
BSVO
1.81
5Y Beta
Winner
IBTG
-0.01
BSVO
0.97
P/E Ratio
IBTG
N/A
BSVO
79.60
Forward P/E
IBTG
N/A
BSVO
10.99
5Y Dividends CAGR
IBTG
39.69%
BSVO
N/A
5Y EPS CAGR
IBTG
N/A
BSVO
6.16%
Debt to Equity
IBTG
N/A
BSVO
121.63%
P/S Ratio
IBTG
N/A
BSVO
0.65
P/B Ratio
IBTG
N/A
BSVO
1.24
IBTG vs BSVO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBTG
+0.34%
BSVO
-0.76%
3M
IBTG
+0.95%
Winner
BSVO
+8.11%
6M
IBTG
+1.82%
Winner
BSVO
+18.63%
1Y
IBTG
+4.12%
Winner
BSVO
+43.20%
5Y(CAGR)
IBTG
+0.85%
BSVO
N/A
Max(CAGR)
IBTG
+1.00%
Winner
BSVO
+17.01%
IBTG vs BSVO - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | IBTG | BSVO |
|---|---|---|
| 2026 | +1.46% | +18.19% |
| 2025 | +4.54% | +9.58% |
| 2024 | +4.15% | +4.97% |
| 2023 | +4.13% | +22.41% |
| 2022 | -7.85% | N/A |
| 2021 | -3.06% | N/A |
| 2020 | +3.99% | N/A |
IBTG vs BSVO Drawdown Comparison
The maximum drawdown for IBTG was -13.62%, occurring on Oct 20, 2022. Recovery took 1351 trading sessions.
The maximum drawdown for BSVO was -28.66%, occurring on Apr 8, 2025. Recovery took 255 trading sessions.
The current BSVO drawdown is -1.36%.
| Rank | IBTG | BSVO |
|---|---|---|
| #1 | -13.62% Aug 4, 2020 - Dec 18, 2025 | -28.66% Nov 25, 2024 - Dec 3, 2025 |
| #2 | -2.79% Mar 9, 2020 - Mar 27, 2020 | -12.52% Aug 7, 2023 - Dec 4, 2023 |
| #3 | -1.03% May 14, 2020 - Jun 26, 2020 | -11.59% Jul 31, 2024 - Nov 6, 2024 |
| #4 | -0.76% Apr 3, 2020 - Apr 15, 2020 | -10.18% Mar 14, 2023 - Jun 7, 2023 |
| #5 | -0.50% Apr 21, 2020 - May 7, 2020 | -8.45% Dec 27, 2023 - Jul 15, 2024 |
| #6 | -0.34% May 7, 2020 - May 14, 2020 | -8.31% Feb 6, 2026 - Apr 9, 2026 |
| #7 | -0.17% Jul 9, 2020 - Jul 21, 2020 | -4.27% Jun 7, 2023 - Jul 11, 2023 |
| #8 | -0.15% Apr 15, 2020 - Apr 21, 2020 | -3.89% May 6, 2026 - Jun 2, 2026 |
| #9 | -0.13% Jul 1, 2020 - Jul 9, 2020 | -3.85% Nov 11, 2024 - Nov 25, 2024 |
| #10 | -0.11% Jul 24, 2020 - Jul 28, 2020 | -3.68% Dec 11, 2025 - Jan 8, 2026 |
| #11 | -0.09% Mar 31, 2020 - Apr 3, 2020 | -2.59% Jan 22, 2026 - Feb 2, 2026 |
| #12 | -0.04% Dec 26, 2025 - Jan 2, 2026 | -2.49% Jul 17, 2024 - Jul 23, 2024 |
| #13 | -0.04% Feb 9, 2026 - Feb 13, 2026 | -2.21% Jan 15, 2026 - Jan 21, 2026 |
| #14 | -0.03% Feb 27, 2026 - Mar 6, 2026 | -1.93% Dec 4, 2023 - Dec 8, 2023 |
| #15 | -0.02% Feb 28, 2020 - Mar 3, 2020 | -1.86% Jun 2, 2026 - Jun 3, 2026 |
Correlation
Correlation between IBTG and BSVO is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2020 - 2026)
IBTG vs BSVO dividend yield comparison.
| Year | IBTG | BSVO |
|---|---|---|
| 2026 | 1.61% | 0.00% |
| 2025 | 4.03% | 1.52% |
| 2024 | 4.08% | 1.61% |
| 2023 | 3.61% | 1.43% |
| 2022 | 2.06% | 0.00% |
| 2021 | 0.66% | 0.00% |
| 2020 | 0.53% | 0.00% |
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