SVAL vs USEW
Comparison between ISHARES US SMALL CAP VALUE FACTOR ETF (SVAL, ETF) and Cambria US EW ETF (USEW, ETF).
SVAL vs USEW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SVAL
$187M
USEW
$187M
Expense Ratio
Winner
SVAL
0.20%
USEW
0.30%
Max Drawdown
SVAL
27.97%
Winner
USEW
8.25%
Sharpe Ratio
Winner
SVAL
1.71
USEW
1.26
5Y Beta
SVAL
0.93
Winner
USEW
0.92
P/E Ratio
SVAL
19.09
USEW
N/A
Forward P/E
SVAL
13.09
USEW
N/A
5Y Dividends CAGR
SVAL
67.76%
USEW
N/A
5Y EPS CAGR
SVAL
2.87%
USEW
N/A
Debt to Equity
SVAL
32.29%
USEW
N/A
P/S Ratio
SVAL
0.79
USEW
N/A
P/B Ratio
SVAL
1.32
USEW
N/A
SVAL vs USEW - Holdings Comparison
SVAL and USEW have 3 common holdings. Overlap is -0.91%
SVAL's top 25 holdings weight is 13.30%. USEW's top 25 holdings weight is 48.80%.
| Rank | SVAL | USEW |
|---|---|---|
| #1 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.22% | INVESCO S&P 500® LOW VOLATILITY ETF (SPLV) - 6.64% |
| #2 | PENGUIN SOLUTIONS INC (PENG) - 0.70% | STATE STREET® SPDR® S&P 500® ETF (SPY) - 4.04% |
| #3 | VISHAY INTERTECHNOLOGY INC (VSH) - 0.65% | NVIDIA CORP (NVDA) - 3.44% |
| #4 | AMN HEALTHCARE SERVICES INC (AMN) - 0.54% | MICROSOFT CORP (MSFT) - 3.34% |
| #5 | PROGYNY INC (PGNY) - 0.54% | APPLE INC (AAPL) - 3.01% |
| #6 | INSIGHT ENTERPRISES INC (NSIT) - 0.54% | INVESCO QQQ TRUST (QQQ) - 2.88% |
| #7 | FIVE9 INC (FIVN) - 0.53% | FIDELITY VALUE FACTOR ETF (FVAL) - 2.74% |
| #8 | LIVERAMP HOLDINGS INC (RAMP) - 0.52% | VANGUARD S&P 500 ETF (VOO) - 2.46% |
| #9 | CROSS COUNTRY HEALTHCARE INC (CCRN) - 0.52% | ISHARES RUSSELL 1000 VALUE ETF (IWD) - 1.89% |
| #10 | THE GEO GROUP INC (GEO) - 0.51% | n/a (MDYV) - 1.86% |
| #11 | SUNCOKE ENERGY INC (SXC) - 0.49% | INVESCO S&P 500® EQUAL WEIGHT ETF (RSP) - 1.83% |
| #12 | MARINEMAX INC (HZO) - 0.49% | VANGUARD TOTAL STOCK MARKET ETF (VTI) - 1.68% |
| #13 | NETSCOUT SYSTEMS INC (NTCT) - 0.49% | ALPHABET INC CLASS C (GOOG) - 1.67% |
| #14 | DORIAN LPG LTD (LPG) - 0.48% | INVESCO S&P GLOBAL WATER ETF (CGW) - 1.55% |
| #15 | UNITED FIRE GROUP INC (UFCS) - 0.47% | AMAZON.COM INC (AMZN) - 1.53% |
| #16 | PRIMEENERGY RESOURCES CORP (PNRG) - 0.47% | META PLATFORMS INC CLASS A (META) - 1.46% |
| #17 | SELECT WATER SOLUTIONS INC CLASS A (WTTR) - 0.46% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.46% |
| #18 | THE RMR GROUP INC CLASS A (RMR) - 0.46% | BROADCOM INC (AVGO) - 1.37% |
| #19 | MITEK SYSTEMS INC (MITK) - 0.46% | VANGUARD VALUE ETF (VTV) - 1.25% |
| #20 | CORSAIR GAMING INC ORDINARY SHARES (CRSR) - 0.46% | PROSHARES S&P 500 DIVIDEND ARISTOCRATS (NOBL) - 1.12% |
| #21 | MEDIFAST INC (MED) - 0.46% | n/a (SHOP) - 0.33% |
| #22 | NWPX INFRASTRUCTURE INC (NWPX) - 0.46% | ISHARES CORE S&P MID-CAP ETF (IJH) - 0.32% |
| #23 | HEALTHSTREAM INC (HSTM) - 0.46% | ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM) - 0.32% |
| #24 | IBEX LTD (IBEX) - 0.46% | ISHARES MSCI USA MIN VOL FACTOR ETF (USMV) - 0.31% |
| #25 | ARKO CORP ORDINARY SHARES CLASS A (ARKO) - 0.46% | AMERICAN EXPRESS CO (AXP) - 0.30% |
| Total Holdings | 251 | 557 |
SVAL vs USEW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SVAL
+6.18%
USEW
+2.25%
3M
Winner
SVAL
+17.67%
USEW
+10.89%
6M
Winner
SVAL
+18.08%
USEW
+9.57%
1Y
SVAL
+38.80%
USEW
N/A
5Y(CAGR)
SVAL
+7.56%
USEW
N/A
Max(CAGR)
SVAL
+17.10%
Winner
USEW
+20.89%
SVAL vs USEW - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | SVAL | USEW |
|---|---|---|
| 2026 | +20.95% | +8.60% |
| 2025 | +9.24% | +0.77% |
| 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 USEW Drawdown Comparison
The maximum drawdown for SVAL was -27.44%, occurring on Apr 8, 2025. Recovery took 277 trading sessions.
The maximum drawdown for USEW was -7.85%, occurring on Mar 30, 2026. Recovery took 54 trading sessions.
The current USEW drawdown is -0.66%.
| Rank | SVAL | USEW |
|---|---|---|
| #1 | -27.44% Nov 25, 2024 - Jan 6, 2026 | -7.85% Jan 27, 2026 - Apr 15, 2026 |
| #2 | -25.26% Nov 11, 2021 - Jul 15, 2024 | -3.00% Jun 4, 2026 - Jun 10, 2026 |
| #3 | -13.52% Jun 8, 2021 - Nov 3, 2021 | -2.03% Jan 12, 2026 - Jan 27, 2026 |
| #4 | -11.04% Jul 26, 2024 - Nov 6, 2024 | -1.62% May 14, 2026 - May 22, 2026 |
| #5 | -8.94% Feb 20, 2026 - Apr 14, 2026 | -1.25% Dec 24, 2025 - Jan 6, 2026 |
| #6 | -8.93% Mar 12, 2021 - May 7, 2021 | -0.79% May 6, 2026 - May 14, 2026 |
| #7 | -6.75% Jan 14, 2021 - Feb 5, 2021 | -0.67% Jan 6, 2026 - Jan 9, 2026 |
| #8 | -5.72% Nov 24, 2020 - Dec 4, 2020 | -0.63% Apr 17, 2026 - Apr 30, 2026 |
| #9 | -5.08% May 7, 2021 - Jun 1, 2021 | -0.48% May 1, 2026 - May 5, 2026 |
| #10 | -3.94% Nov 3, 2020 - Nov 9, 2020 | -0.42% Jun 2, 2026 - Jun 4, 2026 |
| #11 | -3.69% Feb 24, 2021 - Mar 5, 2021 | -0.11% May 26, 2026 - May 28, 2026 |
| #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 | -2.63% Dec 15, 2020 - Dec 28, 2020 | N/A |
Correlation
Correlation between SVAL and USEW is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2020 - 2026)
SVAL vs USEW dividend yield comparison.
| Year | SVAL | USEW |
|---|---|---|
| 2026 | 0.28% | 0.38% |
| 2025 | 2.33% | 0.13% |
| 2024 | 1.82% | 0.00% |
| 2023 | 2.25% | 0.00% |
| 2022 | 2.09% | 0.00% |
| 2021 | 2.33% | 0.00% |
| 2020 | 0.28% | 0.00% |
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