JMOM vs BSVO
Comparison between JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF) and EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF (BSVO, ETF).
JMOM vs BSVO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JMOM
$1.90B
Winner
BSVO
$2B
Expense Ratio
Winner
JMOM
0.12%
BSVO
0.45%
Max Drawdown
JMOM
34.31%
Winner
BSVO
29.80%
Sharpe Ratio
JMOM
2.01
Winner
BSVO
2.06
5Y Beta
JMOM
1.04
Winner
BSVO
0.97
P/E Ratio
Winner
JMOM
33.21
BSVO
1357.21
Forward P/E
JMOM
22.36
Winner
BSVO
10.99
PEG Ratio
JMOM
0.80
BSVO
N/A
5Y Dividends CAGR
JMOM
12.88%
BSVO
N/A
5Y EPS CAGR
JMOM
23.62%
BSVO
N/A
Debt to Equity
Winner
JMOM
29.25%
BSVO
144.99%
P/S Ratio
JMOM
2.39
Winner
BSVO
0.60
P/B Ratio
JMOM
5.11
Winner
BSVO
1.20
JMOM vs BSVO - Holdings Comparison
JMOM and BSVO have 1 common holdings. Overlap is -0.01%
JMOM's top 25 holdings weight is 32.55%. BSVO's top 25 holdings weight is 16.64%.
| Rank | JMOM | BSVO |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 2.23% | VIASAT INC (VSAT) - 0.90% |
| #2 | NVIDIA CORP (NVDA) - 2.21% | n/a (SPHR) - 0.83% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 2.16% | DANA INC (DAN) - 0.82% |
| #4 | META PLATFORMS INC CLASS A (META) - 1.80% | TUTOR PERINI CORP (TPC) - 0.81% |
| #5 | APPLE INC (AAPL) - 1.79% | INTERNATIONAL SEAWAYS INC (INSW) - 0.81% |
| #6 | MICRON TECHNOLOGY INC (MU) - 1.78% | LIBERTY ENERGY INC CLASS A (LBRT) - 0.79% |
| #7 | ADVANCED MICRO DEVICES INC (AMD) - 1.72% | PATTERSON-UTI ENERGY INC (PTEN) - 0.78% |
| #8 | MICROSOFT CORP (MSFT) - 1.70% | HELMERICH & PAYNE INC (HP) - 0.77% |
| #9 | JOHNSON & JOHNSON (JNJ) - 1.66% | SCORPIO TANKERS INC (STNG) - 0.77% |
| #10 | WALMART INC (WMT) - 1.62% | ENOVA INTERNATIONAL INC (ENVA) - 0.75% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.59% | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.74% |
| #12 | INTEL CORP (INTC) - 1.37% | VICTORIA'S SECRET & CO (VSCO) - 0.68% |
| #13 | COSTCO WHOLESALE CORP (COST) - 1.35% | BANKUNITED INC (BKU) - 0.68% |
| #14 | CATERPILLAR INC (CAT) - 1.25% | CRESCENT ENERGY CO CLASS A (CRGY) - 0.65% |
| #15 | NETFLIX INC (NFLX) - 1.14% | n/a (HG) - 0.64% |
| #16 | LAM RESEARCH CORP (LRCX) - 1.09% | UNITED NATURAL FOODS INC (UNFI) - 0.62% |
| #17 | GE VERNOVA INC (GEV) - 1.05% | VISTEON CORP (VC) - 0.62% |
| #18 | APPLIED MATERIALS INC (AMAT) - 1.03% | PAR PACIFIC HOLDINGS INC (PARR) - 0.62% |
| #19 | n/a (PLTR) - 1.00% | PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.61% |
| #20 | GE AEROSPACE (GE) - 0.98% | KENNAMETAL INC (KMT) - 0.61% |
| #21 | WILLIAMS COMPANIES INC (WMB) - 0.42% | EXPRO GROUP HOLDINGS NV (XPRO) - 0.44% |
| #22 | COMFORT SYSTEMS USA INC (FIX) - 0.41% | SELECT WATER SOLUTIONS INC CLASS A (WTTR) - 0.43% |
| #23 | LUMENTUM HOLDINGS INC (LITE) - 0.41% | V2X INC (VVX) - 0.43% |
| #24 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.40% | FIDELIS INSURANCE HOLDINGS LTD (FIHL) - 0.42% |
| #25 | PALO ALTO NETWORKS INC (PANW) - 0.39% | PHOTRONICS INC (PLAB) - 0.42% |
| Total Holdings | 239 | 575 |
JMOM vs BSVO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JMOM
+10.37%
BSVO
+5.44%
3M
Winner
JMOM
+11.40%
BSVO
+4.93%
6M
JMOM
+17.05%
Winner
BSVO
+25.74%
1Y
JMOM
+36.39%
Winner
BSVO
+47.95%
5Y(CAGR)
JMOM
+15.08%
BSVO
N/A
10Y(CAGR)
JMOM
+15.81%
BSVO
N/A
Max(CAGR)
JMOM
+15.81%
Winner
BSVO
+17.66%
JMOM vs BSVO - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | JMOM | BSVO |
|---|---|---|
| 2026 | +15.25% | +18.80% |
| 2025 | +17.75% | +9.58% |
| 2024 | +29.74% | +4.97% |
| 2023 | +23.74% | +22.41% |
| 2022 | -20.41% | N/A |
| 2021 | +26.82% | N/A |
| 2020 | +28.12% | N/A |
| 2019 | +28.88% | N/A |
| 2018 | -5.24% | N/A |
| 2017 | +3.32% | N/A |
JMOM vs BSVO Drawdown Comparison
The maximum drawdown for JMOM was -34.31%, occurring on Mar 23, 2020. Recovery took 105 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 | JMOM | BSVO |
|---|---|---|
| #1 | -34.31% Feb 19, 2020 - Jul 20, 2020 | -28.66% Nov 25, 2024 - Dec 3, 2025 |
| #2 | -28.27% Nov 16, 2021 - Jan 30, 2024 | -12.52% Aug 7, 2023 - Dec 4, 2023 |
| #3 | -21.59% Oct 3, 2018 - Jun 10, 2019 | -11.59% Jul 31, 2024 - Nov 6, 2024 |
| #4 | -19.51% Feb 18, 2025 - Jun 24, 2025 | -10.18% Mar 14, 2023 - Jun 7, 2023 |
| #5 | -10.94% Feb 12, 2021 - Apr 15, 2021 | -8.45% Dec 27, 2023 - Jul 15, 2024 |
| #6 | -9.09% Jan 26, 2018 - Jun 5, 2018 | -8.31% Feb 6, 2026 - Apr 9, 2026 |
| #7 | -8.49% Jul 16, 2024 - Aug 23, 2024 | -4.27% Jun 7, 2023 - Jul 11, 2023 |
| #8 | -8.34% Oct 13, 2020 - Nov 24, 2020 | -3.85% Nov 11, 2024 - Nov 25, 2024 |
| #9 | -8.27% Sep 2, 2020 - Oct 9, 2020 | -3.68% Dec 11, 2025 - Jan 8, 2026 |
| #10 | -7.87% Mar 2, 2026 - Apr 8, 2026 | -2.59% Jan 22, 2026 - Feb 2, 2026 |
| #11 | -6.88% Apr 26, 2021 - Jun 14, 2021 | -2.49% Jul 17, 2024 - Jul 23, 2024 |
| #12 | -6.63% Sep 3, 2021 - Oct 21, 2021 | -2.21% Jan 15, 2026 - Jan 21, 2026 |
| #13 | -6.24% Mar 21, 2024 - May 15, 2024 | -1.93% Dec 4, 2023 - Dec 8, 2023 |
| #14 | -6.18% Dec 4, 2024 - Jan 23, 2025 | -1.77% Jul 23, 2024 - Jul 25, 2024 |
| #15 | -6.07% Oct 27, 2025 - Dec 10, 2025 | -1.67% May 1, 2026 - May 6, 2026 |
Correlation
Correlation between JMOM and BSVO is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2017 - 2026)
JMOM vs BSVO dividend yield comparison.
| Year | JMOM | BSVO |
|---|---|---|
| 2026 | 0.16% | 0.00% |
| 2025 | 0.86% | 1.52% |
| 2024 | 0.75% | 1.61% |
| 2023 | 1.21% | 1.43% |
| 2022 | 1.39% | 0.00% |
| 2021 | 0.64% | 0.00% |
| 2020 | 0.85% | 0.00% |
| 2019 | 1.11% | 0.00% |
| 2018 | 1.38% | 0.00% |
| 2017 | 0.29% | 0.00% |
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