SVAL vs GEQ
Comparison between ISHARES US SMALL CAP VALUE FACTOR ETF (SVAL, ETF) and Cambria Global EW 2 ETF (GEQ, ETF).
SVAL vs GEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SVAL
$205M
Winner
GEQ
$205M
Expense Ratio
Winner
SVAL
0.20%
GEQ
0.27%
Max Drawdown
SVAL
27.97%
Winner
GEQ
2.90%
Sharpe Ratio
Winner
SVAL
1.51
GEQ
1.40
5Y Beta
SVAL
0.90
Winner
GEQ
0.86
P/E Ratio
SVAL
18.31
GEQ
N/A
Forward P/E
SVAL
13.27
GEQ
N/A
5Y Dividends CAGR
SVAL
24.55%
GEQ
N/A
5Y EPS CAGR
SVAL
8.53%
GEQ
N/A
Debt to Equity
SVAL
32.96%
GEQ
N/A
P/S Ratio
SVAL
0.91
GEQ
N/A
P/B Ratio
SVAL
1.46
GEQ
N/A
SVAL vs GEQ - Holdings Comparison
SVAL and GEQ have 3 common holdings. Overlap is -0.15%
SVAL's top 25 holdings weight is 15.65%. GEQ's top 25 holdings weight is 27.65%.
| Rank | SVAL | GEQ |
|---|---|---|
| #1 | INSIGHT ENTERPRISES INC (NSIT) - 0.77% | ISHARES CORE S&P 500 ETF (IVV) - 3.31% |
| #2 | OCEANFIRST FINANCIAL CORP (OCFC) - 0.77% | STATE STREET® SPDR® S&P 500® ETF (SPY) - 2.50% |
| #3 | MAGNITE INC (MGNI) - 0.72% | APPLE INC (AAPL) - 1.94% |
| #4 | PENGUIN SOLUTIONS INC (PENG) - 0.72% | MICROSOFT CORP (MSFT) - 1.78% |
| #5 | FIVE9 INC (FIVN) - 0.71% | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF (ACWV) - 1.70% |
| #6 | CRACKER BARREL OLD COUNTRY STORE INC (CBRL) - 0.70% | NVIDIA CORP (NVDA) - 1.41% |
| #7 | MARINEMAX INC (HZO) - 0.68% | n/a (MDY) - 1.36% |
| #8 | CBIZ INC (CBZ) - 0.67% | AMAZON.COM INC (AMZN) - 1.18% |
| #9 | UTZ BRANDS INC CLASS A (UTZ) - 0.67% | VANGUARD S&P 500 ETF (VOO) - 1.13% |
| #10 | CORSAIR GAMING INC ORDINARY SHARES (CRSR) - 0.66% | ALPHABET INC CLASS C (GOOG) - 1.12% |
| #11 | THE GEO GROUP INC (GEO) - 0.63% | INVESCO S&P 500® LOW VOLATILITY ETF (SPLV) - 1.08% |
| #12 | AMN HEALTHCARE SERVICES INC (AMN) - 0.63% | ISHARES RUSSELL MID-CAP ETF (IWR) - 1.05% |
| #13 | QUINSTREET INC (QNST) - 0.61% | JPMORGAN CHASE & CO (JPM) - 0.88% |
| #14 | n/a (LFST) - 0.61% | BROADCOM INC (AVGO) - 0.85% |
| #15 | BLUELINX HOLDINGS INC (BXC) - 0.59% | n/a (TSM) - 0.81% |
| #16 | CORECIVIC INC (CXW) - 0.59% | ALPHABET INC CLASS A (GOOGL) - 0.80% |
| #17 | MYERS INDUSTRIES INC (MYE) - 0.59% | VANGUARD HIGH DIVIDEND YIELD ETF (VYM) - 0.76% |
| #18 | ICU MEDICAL INC (ICUI) - 0.58% | ASML HOLDING NV ADR (ASML) - 0.75% |
| #19 | EVERFORTH INC (EFOR) - 0.55% | KLA CORP (KLAC) - 0.70% |
| #20 | BIOVENTUS INC CLASS A (BVS) - 0.54% | MASTERCARD INC CLASS A (MA) - 0.69% |
| #21 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.54% | UNION PACIFIC CORP (UNP) - 0.40% |
| #22 | INTEGER HOLDINGS CORP (ITGR) - 0.53% | ORACLE CORP (ORCL) - 0.37% |
| #23 | SPRINKLR INC CLASS A (CXM) - 0.53% | TESLA INC (TSLA) - 0.36% |
| #24 | MANITOWOC CO INC (MTW) - 0.53% | JOHNSON & JOHNSON (JNJ) - 0.36% |
| #25 | STAGWELL INC ORDINARY SHARES CLASS A (STGW) - 0.53% | ABBOTT LABORATORIES (ABT) - 0.36% |
| Total Holdings | 242 | 631 |
SVAL vs GEQ - Historical Returns
Returns include dividend reinvestment.
1M
SVAL
+0.86%
Winner
GEQ
+3.11%
3M
Winner
SVAL
+8.78%
GEQ
+4.51%
6M
SVAL
+16.81%
GEQ
N/A
1Y
SVAL
+30.70%
GEQ
N/A
5Y(CAGR)
SVAL
+9.46%
GEQ
N/A
Max(CAGR)
SVAL
+17.42%
Winner
GEQ
+22.33%
SVAL vs GEQ - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | SVAL | GEQ |
|---|---|---|
| 2026 | +27.05% | +4.51% |
| 2025 | +9.24% | N/A |
| 2024 | +7.72% | N/A |
| 2023 | +12.71% | N/A |
| 2022 | -11.05% | N/A |
| 2021 | +34.68% | N/A |
| 2020 | +27.93% | N/A |
SVAL vs GEQ Drawdown Comparison
The maximum drawdown for SVAL was -27.44%, occurring on Apr 8, 2025. Recovery took 277 trading sessions.
The maximum drawdown for GEQ was -2.90%, occurring on Jul 29, 2026. Recovery took 21 trading sessions.
The current SVAL drawdown is -1.85%. The current GEQ drawdown is -0.92%.
| Rank | SVAL | GEQ |
|---|---|---|
| #1 | -27.44% Nov 25, 2024 - Jan 6, 2026 | -2.90% Jul 6, 2026 - Aug 4, 2026 |
| #2 | -25.26% Nov 11, 2021 - Jul 15, 2024 | -1.83% Jun 15, 2026 - Jun 30, 2026 |
| #3 | -13.52% Jun 8, 2021 - Nov 3, 2021 | -1.63% Aug 13, 2026 - Aug 20, 2026 |
| #4 | -11.04% Jul 26, 2024 - Nov 6, 2024 | -1.37% Jun 9, 2026 - Jun 11, 2026 |
| #5 | -8.94% Feb 20, 2026 - Apr 14, 2026 | -0.56% Aug 4, 2026 - Aug 7, 2026 |
| #6 | -8.93% Mar 12, 2021 - May 7, 2021 | -0.06% Aug 10, 2026 - Aug 12, 2026 |
| #7 | -6.75% Jan 14, 2021 - Feb 5, 2021 | -0.05% Jun 30, 2026 - Jul 2, 2026 |
| #8 | -5.72% Nov 24, 2020 - Dec 4, 2020 | N/A |
| #9 | -5.08% May 7, 2021 - Jun 1, 2021 | N/A |
| #10 | -3.94% Nov 3, 2020 - Nov 9, 2020 | N/A |
| #11 | -3.69% Feb 24, 2021 - Mar 5, 2021 | N/A |
| #12 | -3.61% Nov 10, 2020 - Nov 16, 2020 | N/A |
| #13 | -3.51% Nov 11, 2024 - Nov 25, 2024 | N/A |
| #14 | -2.94% May 8, 2026 - May 22, 2026 | N/A |
| #15 | -2.74% Jun 12, 2026 - Jun 25, 2026 | N/A |
Correlation
Correlation between SVAL and GEQ is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.63
-101
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