PABU vs BSVO
Comparison between ISHARES PARIS-ALIGNED CLIMATE OPTIMIZED MSCI USA ETF (PABU, ETF) and EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF (BSVO, ETF).
PABU vs BSVO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PABU
$2.30B
BSVO
$2.30B
Expense Ratio
Winner
PABU
0.10%
BSVO
0.45%
Max Drawdown
Winner
PABU
23.23%
BSVO
29.80%
Sharpe Ratio
PABU
1.09
Winner
BSVO
1.81
5Y Beta
PABU
1.04
Winner
BSVO
0.97
P/E Ratio
Winner
PABU
29.93
BSVO
79.60
Forward P/E
PABU
24.33
Winner
BSVO
10.99
PEG Ratio
PABU
0.63
BSVO
N/A
5Y EPS CAGR
Winner
PABU
27.89%
BSVO
6.16%
Debt to Equity
Winner
PABU
2.08%
BSVO
121.63%
P/S Ratio
PABU
6.28
Winner
BSVO
0.65
P/B Ratio
PABU
6.36
Winner
BSVO
1.24
PABU vs BSVO - Holdings Comparison
PABU and BSVO have 1 common holdings. Overlap is -0.19%
PABU's top 25 holdings weight is 67.04%. BSVO's top 25 holdings weight is 17.66%.
| Rank | PABU | BSVO |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 10.23% | VIASAT INC (VSAT) - 1.24% |
| #2 | MICROSOFT CORP (MSFT) - 7.58% | n/a (SPHR) - 0.82% |
| #3 | APPLE INC (AAPL) - 7.43% | INTERNATIONAL SEAWAYS INC (INSW) - 0.81% |
| #4 | TESLA INC (TSLA) - 4.16% | PATTERSON-UTI ENERGY INC (PTEN) - 0.79% |
| #5 | AMAZON.COM INC (AMZN) - 3.70% | HELMERICH & PAYNE INC (HP) - 0.78% |
| #6 | ALPHABET INC CLASS C (GOOG) - 3.59% | DANA INC (DAN) - 0.76% |
| #7 | ELI LILLY AND CO (LLY) - 3.20% | SCORPIO TANKERS INC (STNG) - 0.76% |
| #8 | BROADCOM INC (AVGO) - 2.82% | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.75% |
| #9 | META PLATFORMS INC CLASS A (META) - 2.38% | LIBERTY ENERGY INC CLASS A (LBRT) - 0.75% |
| #10 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.82% | VICTORIA'S SECRET & CO (VSCO) - 0.74% |
| #11 | DIGITAL REALTY TRUST INC (DLR) - 1.80% | TUTOR PERINI CORP (TPC) - 0.69% |
| #12 | EQUINIX INC (EQIX) - 1.73% | BANKUNITED INC (BKU) - 0.68% |
| #13 | SHERWIN-WILLIAMS CO (SHW) - 1.69% | BENCHMARK ELECTRONICS INC (BHE) - 0.66% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.68% | VISTEON CORP (VC) - 0.65% |
| #15 | ALPHABET INC CLASS A (GOOGL) - 1.60% | NETSCOUT SYSTEMS INC (NTCT) - 0.63% |
| #16 | VISA INC CLASS A (V) - 1.60% | KAISER ALUMINUM CORP (KALU) - 0.63% |
| #17 | JPMORGAN CHASE & CO (JPM) - 1.56% | UNITED NATURAL FOODS INC (UNFI) - 0.63% |
| #18 | XYLEM INC (XYL) - 1.20% | n/a (HG) - 0.63% |
| #19 | ADVANCED MICRO DEVICES INC (AMD) - 1.11% | PHINIA INC (PHIN) - 0.62% |
| #20 | MARVELL TECHNOLOGY INC (MRVL) - 1.08% | CRESCENT ENERGY CO CLASS A (CRGY) - 0.62% |
| #21 | JOHNSON & JOHNSON (JNJ) - 1.07% | WESBANCO INC (WSBC) - 0.61% |
| #22 | MCDONALD'S CORP (MCD) - 1.04% | FIRST FINANCIAL BANCORP (FFBC) - 0.61% |
| #23 | SERVICENOW INC (NOW) - 1.03% | RENASANT CORP (RNST) - 0.61% |
| #24 | NETFLIX INC (NFLX) - 1.01% | CALLAWAY GOLF CO (CALY) - 0.60% |
| #25 | ORACLE CORP (ORCL) - 0.93% | BANC OF CALIFORNIA INC (BANC) - 0.59% |
| Total Holdings | 178 | 633 |
PABU vs BSVO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PABU
+3.55%
BSVO
-0.76%
3M
Winner
PABU
+10.93%
BSVO
+8.11%
6M
PABU
+5.19%
Winner
BSVO
+18.63%
1Y
PABU
+20.58%
Winner
BSVO
+43.20%
5Y(CAGR)
PABU
+12.12%
BSVO
N/A
Max(CAGR)
PABU
+12.12%
Winner
BSVO
+17.01%
PABU vs BSVO - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | PABU | BSVO |
|---|---|---|
| 2026 | +6.38% | +18.19% |
| 2025 | +13.73% | +9.58% |
| 2024 | +25.60% | +4.97% |
| 2023 | +30.10% | +22.41% |
| 2022 | -15.44% | N/A |
PABU vs BSVO Drawdown Comparison
The maximum drawdown for PABU was -22.75%, occurring on Oct 14, 2022. Recovery took 312 trading sessions.
The maximum drawdown for BSVO was -28.66%, occurring on Apr 8, 2025. Recovery took 255 trading sessions.
The current PABU drawdown is -4.40%. The current BSVO drawdown is -1.36%.
| Rank | PABU | BSVO |
|---|---|---|
| #1 | -22.75% Feb 14, 2022 - Jul 13, 2023 | -28.66% Nov 25, 2024 - Dec 3, 2025 |
| #2 | -20.84% Dec 11, 2024 - Jul 3, 2025 | -12.52% Aug 7, 2023 - Dec 4, 2023 |
| #3 | -13.40% Oct 28, 2025 - May 1, 2026 | -11.59% Jul 31, 2024 - Nov 6, 2024 |
| #4 | -11.47% Jul 19, 2023 - Dec 1, 2023 | -10.18% Mar 14, 2023 - Jun 7, 2023 |
| #5 | -8.30% Jul 16, 2024 - Aug 23, 2024 | -8.45% Dec 27, 2023 - Jul 15, 2024 |
| #6 | -6.46% Mar 21, 2024 - May 15, 2024 | -8.31% Feb 6, 2026 - Apr 9, 2026 |
| #7 | -4.40% Jun 2, 2026 - Jun 5, 2026 | -4.27% Jun 7, 2023 - Jul 11, 2023 |
| #8 | -3.96% Aug 23, 2024 - Sep 13, 2024 | -3.89% May 6, 2026 - Jun 2, 2026 |
| #9 | -3.02% Oct 18, 2024 - Nov 6, 2024 | -3.85% Nov 11, 2024 - Nov 25, 2024 |
| #10 | -2.87% Oct 8, 2025 - Oct 24, 2025 | -3.68% Dec 11, 2025 - Jan 8, 2026 |
| #11 | -2.80% Dec 28, 2023 - Jan 19, 2024 | -2.59% Jan 22, 2026 - Feb 2, 2026 |
| #12 | -2.42% Nov 8, 2024 - Nov 26, 2024 | -2.49% Jul 17, 2024 - Jul 23, 2024 |
| #13 | -2.38% Jul 28, 2025 - Aug 8, 2025 | -2.21% Jan 15, 2026 - Jan 21, 2026 |
| #14 | -1.96% Feb 9, 2024 - Feb 22, 2024 | -1.93% Dec 4, 2023 - Dec 8, 2023 |
| #15 | -1.92% Jan 29, 2024 - Feb 2, 2024 | -1.86% Jun 2, 2026 - Jun 3, 2026 |
Correlation
Correlation between PABU and BSVO is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2022 - 2026)
PABU vs BSVO dividend yield comparison.
| Year | PABU | BSVO |
|---|---|---|
| 2026 | 0.18% | 0.00% |
| 2025 | 0.90% | 1.52% |
| 2024 | 1.00% | 1.61% |
| 2023 | 1.06% | 1.43% |
| 2022 | 1.00% | 0.00% |
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