SPGP vs BSVO

Comparison between INVESCO S&P 500 GARP ETF (SPGP, ETF) and EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF (BSVO, ETF).

SPGP vs BSVO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPGP(ETF)	BSVO(ETF)
Net Assets	$2.20B	$2.30B
Expense Ratio	0.36%	0.45%
Max Drawdown	42.43%	29.80%
Sharpe Ratio	0.94	1.89
5Y Beta	1.02	0.97
P/E Ratio	18.77	-757.75
Forward P/E	16.39	10.90
PEG Ratio	0.70	N/A
5Y Dividends CAGR	8.12%	N/A
5Y EPS CAGR	23.14%	N/A
Debt to Equity	76.23%	132.01%
P/S Ratio	2.28	0.59
P/B Ratio	3.54	1.18

Net Assets

SPGP

$2.20B

Winner

BSVO

$2.30B

Expense Ratio

Winner

SPGP

0.36%

BSVO

0.45%

Max Drawdown

SPGP

42.43%

Winner

BSVO

29.80%

Sharpe Ratio

SPGP

0.94

Winner

BSVO

1.89

5Y Beta

SPGP

1.02

Winner

BSVO

0.97

P/E Ratio

SPGP

18.77

Winner

BSVO

-757.75

Forward P/E

SPGP

16.39

Winner

BSVO

10.90

PEG Ratio

SPGP

0.70

BSVO

N/A

5Y Dividends CAGR

SPGP

8.12%

BSVO

N/A

5Y EPS CAGR

SPGP

23.14%

BSVO

N/A

Debt to Equity

Winner

SPGP

76.23%

BSVO

132.01%

P/S Ratio

SPGP

2.28

Winner

BSVO

0.59

P/B Ratio

SPGP

3.54

Winner

BSVO

1.18

SPGP vs BSVO - Holdings Comparison

SPGP and BSVO have 1 common holdings. Overlap is 0.00%

SPGP's top 25 holdings weight is 49.19%. BSVO's top 25 holdings weight is 16.91%.

Rank	SPGP	BSVO
#1	MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.94%	VIASAT INC (VSAT) - 1.00%
#2	NVIDIA CORP (NVDA) - 2.92%	TUTOR PERINI CORP (TPC) - 0.88%
#3	HOST HOTELS & RESORTS INC (HST) - 2.68%	n/a (SPHR) - 0.86%
#4	ARISTA NETWORKS INC (ANET) - 2.51%	INTERNATIONAL SEAWAYS INC (INSW) - 0.85%
#5	DELTA AIR LINES INC (DAL) - 2.24%	PATTERSON-UTI ENERGY INC (PTEN) - 0.82%
#6	AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.24%	LIBERTY ENERGY INC CLASS A (LBRT) - 0.81%
#7	NORTHERN TRUST CORP (NTRS) - 2.18%	HELMERICH & PAYNE INC (HP) - 0.80%
#8	UBER TECHNOLOGIES INC (UBER) - 2.17%	SCORPIO TANKERS INC (STNG) - 0.80%
#9	BAKER HUGHES CO CLASS A (BKR) - 2.06%	DANA INC (DAN) - 0.76%
#10	EMCOR GROUP INC (EME) - 2.00%	BREAD FINANCIAL HOLDINGS INC (BFH) - 0.72%
#11	EBAY INC (EBAY) - 2.00%	CRESCENT ENERGY CO CLASS A (CRGY) - 0.70%
#12	ROYAL CARIBBEAN GROUP (RCL) - 1.98%	VICTORIA'S SECRET & CO (VSCO) - 0.68%
#13	CARNIVAL CORP (CCL) - 1.96%	BANKUNITED INC (BKU) - 0.68%
#14	FORTINET INC (FTNT) - 1.73%	PAR PACIFIC HOLDINGS INC (PARR) - 0.67%
#15	SLB LTD (SLB) - 1.72%	UNITED NATURAL FOODS INC (UNFI) - 0.65%
#16	EXPEDIA GROUP INC (EXPE) - 1.66%	BENCHMARK ELECTRONICS INC (BHE) - 0.63%
#17	ARCH CAPITAL GROUP LTD (ACGL) - 1.65%	VISTEON CORP (VC) - 0.62%
#18	SUPER MICRO COMPUTER INC (SMCI) - 1.64%	PHINIA INC (PHIN) - 0.61%
#19	UNITED AIRLINES HOLDINGS INC (UAL) - 1.63%	WESBANCO INC (WSBC) - 0.61%
#20	TEXAS PACIFIC LAND CORP (TPL) - 1.63%	OLIN CORP (OLN) - 0.61%
#21	SYNCHRONY FINANCIAL (SYF) - 1.58%	EXPRO GROUP HOLDINGS NV (XPRO) - 0.44%
#22	UNITED RENTALS INC (URI) - 1.56%	BANNER CORP (BANR) - 0.43%
#23	BLOCK INC CLASS A (XYZ) - 1.55%	BEACON FINANCIAL CORP (BBT) - 0.43%
#24	HALLIBURTON CO (HAL) - 1.51%	ATKORE INC (ATKR) - 0.43%
#25	DECKERS OUTDOOR CORP (DECK) - 1.45%	FIDELIS INSURANCE HOLDINGS LTD (FIHL) - 0.42%
Total Holdings	76	589

SPGP vs BSVO - Historical Returns

Returns include dividend reinvestment.

Period	SPGP	BSVO
1 month	+3.97%	+4.52%
3 months	+0.25%	+4.34%
6 months	+4.45%	+22.64%
1 year	+14.21%	+40.87%
5 years(CAGR)	+7.59%	N/A
10 years(CAGR)	+14.83%	N/A
Max(CAGR)	+14.12%	+17.28%

SPGP

+3.97%

Winner

BSVO

+4.52%

SPGP

+0.25%

Winner

BSVO

+4.34%

SPGP

+4.45%

Winner

BSVO

+22.64%

SPGP

+14.21%

Winner

BSVO

+40.87%

5Y(CAGR)

SPGP

+7.59%

BSVO

N/A

10Y(CAGR)

SPGP

+14.83%

BSVO

N/A

Max(CAGR)

SPGP

+14.12%

Winner

BSVO

+17.28%

SPGP vs BSVO - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	SPGP	BSVO
2026	+2.15%	+17.75%
2025	+9.79%	+9.58%
2024	+8.64%	+4.97%
2023	+21.05%	+22.41%
2022	-13.53%	N/A
2021	+37.67%	N/A
2020	+14.92%	N/A
2019	+39.98%	N/A
2018	+0.65%	N/A
2017	+34.72%	N/A
2016	+1.84%	N/A
2015	+6.62%	N/A
2014	+17.46%	N/A
2013	+26.61%	N/A
2012	+14.10%	N/A
2011	+1.02%	N/A

SPGP vs BSVO Drawdown Comparison

The maximum drawdown for SPGP was -42.07%, occurring on Mar 23, 2020. Recovery took 185 trading sessions.

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

The current SPGP drawdown is -1.29%. The current BSVO drawdown is -1.61%.

Rank	SPGP	BSVO
#1	-42.07% Feb 13, 2020 - Nov 5, 2020	-28.66% Nov 25, 2024 - Dec 3, 2025
#2	-22.88% Dec 2, 2024 - Aug 13, 2025	-12.52% Aug 7, 2023 - Dec 4, 2023
#3	-22.80% Oct 1, 2018 - Apr 3, 2019	-11.59% Jul 31, 2024 - Nov 6, 2024
#4	-22.65% Dec 29, 2021 - Jul 31, 2023	-10.18% Mar 14, 2023 - Jun 7, 2023
#5	-19.36% Aug 5, 2015 - Jan 25, 2017	-8.45% Dec 27, 2023 - Jul 15, 2024
#6	-16.83% Jul 25, 2011 - Jan 26, 2012	-8.31% Feb 6, 2026 - Apr 9, 2026
#7	-11.16% Jan 6, 2026 - Apr 17, 2026	-4.27% Jun 7, 2023 - Jul 11, 2023
#8	-10.69% Jul 24, 2019 - Oct 24, 2019	-3.85% Nov 11, 2024 - Nov 25, 2024
#9	-9.68% Jul 31, 2023 - Dec 13, 2023	-3.68% Dec 11, 2025 - Jan 8, 2026
#10	-9.65% Jan 26, 2018 - Mar 9, 2018	-2.59% Jan 22, 2026 - Feb 2, 2026
#11	-9.57% Jul 16, 2024 - Oct 4, 2024	-2.49% Jul 17, 2024 - Jul 23, 2024
#12	-8.58% Sep 19, 2014 - Nov 11, 2014	-2.21% Jan 15, 2026 - Jan 21, 2026
#13	-8.55% Apr 2, 2012 - Aug 7, 2012	-1.93% Dec 4, 2023 - Dec 8, 2023
#14	-8.04% May 3, 2019 - Jun 20, 2019	-1.77% Jul 23, 2024 - Jul 25, 2024
#15	-7.95% Sep 19, 2012 - Jan 22, 2013	-1.67% May 1, 2026 - May 6, 2026

Correlation

Correlation between SPGP and BSVO is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2011 - 2026)

SPGP vs BSVO dividend yield comparison.

Year	SPGP	BSVO
2026	0.29%	0.00%
2025	1.04%	1.52%
2024	1.38%	1.61%
2023	1.24%	1.43%
2022	1.22%	0.00%
2021	0.69%	0.00%
2020	1.10%	0.00%
2019	0.86%	0.00%
2018	0.95%	0.00%
2017	0.68%	0.00%
2016	0.89%	0.00%
2015	1.12%	0.00%
2014	1.52%	0.00%
2013	2.11%	0.00%
2012	1.49%	0.00%
2011	1.27%	0.00%