IWL vs BSVO
Comparison between ISHARES RUSSELL TOP 200 ETF (IWL, ETF) and EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF (BSVO, ETF).
IWL vs BSVO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWL
$1.90B
Winner
BSVO
$2B
Expense Ratio
Winner
IWL
0.15%
BSVO
0.45%
Max Drawdown
IWL
32.71%
Winner
BSVO
29.80%
Sharpe Ratio
Winner
IWL
2.07
BSVO
2.06
5Y Beta
IWL
0.99
Winner
BSVO
0.97
P/E Ratio
Winner
IWL
28.48
BSVO
1357.21
Forward P/E
IWL
22.23
Winner
BSVO
10.99
PEG Ratio
IWL
0.54
BSVO
N/A
5Y Dividends CAGR
IWL
10.01%
BSVO
N/A
5Y EPS CAGR
IWL
27.36%
BSVO
N/A
Debt to Equity
Winner
IWL
22.46%
BSVO
144.99%
P/S Ratio
IWL
4.37
Winner
BSVO
0.60
P/B Ratio
IWL
5.90
Winner
BSVO
1.20
IWL vs BSVO - Holdings Comparison
IWL and BSVO have 1 common holdings. Overlap is 0.00%
IWL's top 25 holdings weight is 59.78%. BSVO's top 25 holdings weight is 16.64%.
| Rank | IWL | BSVO |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.60% | VIASAT INC (VSAT) - 0.90% |
| #2 | APPLE INC (AAPL) - 7.50% | n/a (SPHR) - 0.83% |
| #3 | MICROSOFT CORP (MSFT) - 6.12% | DANA INC (DAN) - 0.82% |
| #4 | AMAZON.COM INC (AMZN) - 4.79% | TUTOR PERINI CORP (TPC) - 0.81% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.91% | INTERNATIONAL SEAWAYS INC (INSW) - 0.81% |
| #6 | BROADCOM INC (AVGO) - 3.55% | LIBERTY ENERGY INC CLASS A (LBRT) - 0.79% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.16% | PATTERSON-UTI ENERGY INC (PTEN) - 0.78% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.82% | HELMERICH & PAYNE INC (HP) - 0.77% |
| #9 | TESLA INC (TSLA) - 2.04% | SCORPIO TANKERS INC (STNG) - 0.77% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.70% | ENOVA INTERNATIONAL INC (ENVA) - 0.75% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.63% | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.74% |
| #12 | ELI LILLY AND CO (LLY) - 1.35% | VICTORIA'S SECRET & CO (VSCO) - 0.68% |
| #13 | EXXON MOBIL CORP (XOM) - 1.22% | BANKUNITED INC (BKU) - 0.68% |
| #14 | MICRON TECHNOLOGY INC (MU) - 1.08% | CRESCENT ENERGY CO CLASS A (CRGY) - 0.65% |
| #15 | WALMART INC (WMT) - 1.07% | n/a (HG) - 0.64% |
| #16 | JOHNSON & JOHNSON (JNJ) - 1.05% | UNITED NATURAL FOODS INC (UNFI) - 0.62% |
| #17 | VISA INC CLASS A (V) - 1.00% | VISTEON CORP (VC) - 0.62% |
| #18 | ADVANCED MICRO DEVICES INC (AMD) - 1.00% | PAR PACIFIC HOLDINGS INC (PARR) - 0.62% |
| #19 | COSTCO WHOLESALE CORP (COST) - 0.85% | PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.61% |
| #20 | MASTERCARD INC CLASS A (MA) - 0.79% | KENNAMETAL INC (KMT) - 0.61% |
| #21 | NETFLIX INC (NFLX) - 0.75% | EXPRO GROUP HOLDINGS NV (XPRO) - 0.44% |
| #22 | CATERPILLAR INC (CAT) - 0.73% | SELECT WATER SOLUTIONS INC CLASS A (WTTR) - 0.43% |
| #23 | INTEL CORP (INTC) - 0.72% | V2X INC (VVX) - 0.43% |
| #24 | CHEVRON CORP (CVX) - 0.68% | FIDELIS INSURANCE HOLDINGS LTD (FIHL) - 0.42% |
| #25 | PROCTER & GAMBLE CO (PG) - 0.67% | PHOTRONICS INC (PLAB) - 0.42% |
| Total Holdings | 203 | 575 |
IWL vs BSVO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWL
+9.81%
BSVO
+5.44%
3M
Winner
IWL
+6.77%
BSVO
+4.93%
6M
IWL
+9.77%
Winner
BSVO
+25.74%
1Y
IWL
+33.19%
Winner
BSVO
+47.95%
5Y(CAGR)
IWL
+14.09%
BSVO
N/A
10Y(CAGR)
IWL
+16.37%
BSVO
N/A
Max(CAGR)
IWL
+14.77%
Winner
BSVO
+17.66%
IWL vs BSVO - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | IWL | BSVO |
|---|---|---|
| 2026 | +7.63% | +18.80% |
| 2025 | +19.23% | +9.58% |
| 2024 | +27.94% | +4.97% |
| 2023 | +30.35% | +22.41% |
| 2022 | -20.56% | N/A |
| 2021 | +29.44% | N/A |
| 2020 | +20.82% | N/A |
| 2019 | +31.47% | N/A |
| 2018 | -3.75% | N/A |
| 2017 | +22.10% | N/A |
| 2016 | +12.98% | N/A |
| 2015 | +2.73% | N/A |
| 2014 | +15.28% | N/A |
| 2013 | +28.75% | N/A |
| 2012 | +15.54% | N/A |
| 2011 | +1.51% | N/A |
| 2010 | +10.16% | N/A |
| 2009 | +6.19% | N/A |
IWL vs BSVO Drawdown Comparison
The maximum drawdown for IWL was -32.71%, occurring on Mar 23, 2020. Recovery took 115 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 -0.73%.
| Rank | IWL | BSVO |
|---|---|---|
| #1 | -32.71% Feb 19, 2020 - Aug 3, 2020 | -28.66% Nov 25, 2024 - Dec 3, 2025 |
| #2 | -25.64% Jan 3, 2022 - Dec 11, 2023 | -12.52% Aug 7, 2023 - Dec 4, 2023 |
| #3 | -19.31% Oct 2, 2018 - Apr 22, 2019 | -11.59% Jul 31, 2024 - Nov 6, 2024 |
| #4 | -19.15% Feb 19, 2025 - Jun 26, 2025 | -10.18% Mar 14, 2023 - Jun 7, 2023 |
| #5 | -17.77% May 2, 2011 - Feb 3, 2012 | -8.45% Dec 27, 2023 - Jul 15, 2024 |
| #6 | -15.37% Apr 15, 2010 - Nov 5, 2010 | -8.31% Feb 6, 2026 - Apr 9, 2026 |
| #7 | -12.41% Jul 20, 2015 - Apr 20, 2016 | -4.27% Jun 7, 2023 - Jul 11, 2023 |
| #8 | -10.06% Jan 26, 2018 - Jul 25, 2018 | -3.85% Nov 11, 2024 - Nov 25, 2024 |
| #9 | -10.01% Sep 2, 2020 - Nov 16, 2020 | -3.68% Dec 11, 2025 - Jan 8, 2026 |
| #10 | -9.83% Jan 12, 2026 - Apr 15, 2026 | -2.59% Jan 22, 2026 - Feb 2, 2026 |
| #11 | -9.42% Apr 2, 2012 - Aug 15, 2012 | -2.49% Jul 17, 2024 - Jul 23, 2024 |
| #12 | -9.04% Jul 10, 2024 - Sep 19, 2024 | -2.21% Jan 15, 2026 - Jan 21, 2026 |
| #13 | -7.73% Jan 19, 2010 - Mar 17, 2010 | -1.93% Dec 4, 2023 - Dec 8, 2023 |
| #14 | -7.69% Oct 4, 2012 - Jan 4, 2013 | -1.77% Jul 23, 2024 - Jul 25, 2024 |
| #15 | -7.39% Sep 19, 2014 - Oct 31, 2014 | -1.67% May 1, 2026 - May 6, 2026 |
Correlation
Correlation between IWL and BSVO is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2009 - 2026)
IWL vs BSVO dividend yield comparison.
| Year | IWL | BSVO |
|---|---|---|
| 2026 | 0.19% | 0.00% |
| 2025 | 0.90% | 1.52% |
| 2024 | 1.04% | 1.61% |
| 2023 | 1.30% | 1.43% |
| 2022 | 1.54% | 0.00% |
| 2021 | 1.12% | 0.00% |
| 2020 | 1.30% | 0.00% |
| 2019 | 1.96% | 0.00% |
| 2018 | 1.93% | 0.00% |
| 2017 | 1.69% | 0.00% |
| 2016 | 1.96% | 0.00% |
| 2015 | 2.14% | 0.00% |
| 2014 | 1.68% | 0.00% |
| 2013 | 1.82% | 0.00% |
| 2012 | 3.65% | 0.00% |
| 2011 | 1.91% | 0.00% |
| 2010 | 1.64% | 0.00% |
| 2009 | 0.59% | 0.00% |
Select Stocks to Compare
Popular: IWL vs SPYBSVO vs SPY
More Comparisons
Compare with similar stocks