TILT vs BSVO
Comparison between FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND (TILT, ETF) and EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF (BSVO, ETF).
TILT vs BSVO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TILT
$1.90B
Winner
BSVO
$2B
Expense Ratio
Winner
TILT
0.25%
BSVO
0.45%
Max Drawdown
TILT
38.78%
Winner
BSVO
29.80%
Sharpe Ratio
TILT
2.01
Winner
BSVO
2.06
5Y Beta
Winner
TILT
0.97
BSVO
0.97
P/E Ratio
Winner
TILT
25.24
BSVO
1357.21
Forward P/E
TILT
16.77
Winner
BSVO
10.99
5Y Dividends CAGR
TILT
5.94%
BSVO
N/A
5Y EPS CAGR
TILT
22.38%
BSVO
N/A
Debt to Equity
TILT
N/A
BSVO
144.99%
P/S Ratio
TILT
1.92
Winner
BSVO
0.60
P/B Ratio
TILT
3.10
Winner
BSVO
1.20
TILT vs BSVO - Holdings Comparison
TILT and BSVO have 150 common holdings. Overlap is 1.58%
TILT's top 25 holdings weight is 34.09%. BSVO's top 25 holdings weight is 16.64%.
| Rank | TILT | BSVO |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 4.94% | VIASAT INC (VSAT) - 0.90% |
| #2 | APPLE INC (AAPL) - 4.55% | n/a (SPHR) - 0.83% |
| #3 | MICROSOFT CORP (MSFT) - 4.06% | DANA INC (DAN) - 0.82% |
| #4 | AMAZON.COM INC (AMZN) - 2.54% | TUTOR PERINI CORP (TPC) - 0.81% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.05% | INTERNATIONAL SEAWAYS INC (INSW) - 0.81% |
| #6 | BROADCOM INC (AVGO) - 1.81% | LIBERTY ENERGY INC CLASS A (LBRT) - 0.79% |
| #7 | ALPHABET INC CLASS C (GOOG) - 1.79% | PATTERSON-UTI ENERGY INC (PTEN) - 0.78% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.62% | HELMERICH & PAYNE INC (HP) - 0.77% |
| #9 | TESLA INC (TSLA) - 1.43% | SCORPIO TANKERS INC (STNG) - 0.77% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.29% | ENOVA INTERNATIONAL INC (ENVA) - 0.75% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.23% | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.74% |
| #12 | ELI LILLY AND CO (LLY) - 0.97% | VICTORIA'S SECRET & CO (VSCO) - 0.68% |
| #13 | EXXON MOBIL CORP (XOM) - 0.71% | BANKUNITED INC (BKU) - 0.68% |
| #14 | JOHNSON & JOHNSON (JNJ) - 0.69% | CRESCENT ENERGY CO CLASS A (CRGY) - 0.65% |
| #15 | VISA INC CLASS A (V) - 0.68% | n/a (HG) - 0.64% |
| #16 | ABBVIE INC (ABBV) - 0.57% | UNITED NATURAL FOODS INC (UNFI) - 0.62% |
| #17 | WALMART INC (WMT) - 0.54% | VISTEON CORP (VC) - 0.62% |
| #18 | MASTERCARD INC CLASS A (MA) - 0.53% | PAR PACIFIC HOLDINGS INC (PARR) - 0.62% |
| #19 | BANK OF AMERICA CORP (BAC) - 0.52% | PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.61% |
| #20 | THE HOME DEPOT INC (HD) - 0.47% | KENNAMETAL INC (KMT) - 0.61% |
| #21 | ACCENTURE PLC CLASS A (ACN) - 0.23% | EXPRO GROUP HOLDINGS NV (XPRO) - 0.44% |
| #22 | INTUITIVE SURGICAL INC (ISRG) - 0.22% | SELECT WATER SOLUTIONS INC CLASS A (WTTR) - 0.43% |
| #23 | GILEAD SCIENCES INC (GILD) - 0.22% | V2X INC (VVX) - 0.43% |
| #24 | CAPITAL ONE FINANCIAL CORP (COF) - 0.22% | FIDELIS INSURANCE HOLDINGS LTD (FIHL) - 0.42% |
| #25 | BLACKROCK INC (BLK) - 0.21% | PHOTRONICS INC (PLAB) - 0.42% |
| Total Holdings | 1819 | 575 |
TILT vs BSVO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TILT
+7.44%
BSVO
+5.44%
3M
TILT
+4.74%
Winner
BSVO
+4.93%
6M
TILT
+11.38%
Winner
BSVO
+25.74%
1Y
TILT
+31.82%
Winner
BSVO
+47.95%
5Y(CAGR)
TILT
+11.20%
BSVO
N/A
10Y(CAGR)
TILT
+14.04%
BSVO
N/A
Max(CAGR)
TILT
+14.53%
Winner
BSVO
+17.66%
TILT vs BSVO - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | TILT | BSVO |
|---|---|---|
| 2026 | +8.08% | +18.80% |
| 2025 | +16.78% | +9.58% |
| 2024 | +20.52% | +4.97% |
| 2023 | +25.13% | +22.41% |
| 2022 | -17.73% | N/A |
| 2021 | +29.40% | N/A |
| 2020 | +15.43% | N/A |
| 2019 | +28.62% | N/A |
| 2018 | -9.38% | N/A |
| 2017 | +17.29% | N/A |
| 2016 | +18.75% | N/A |
| 2015 | -1.72% | N/A |
| 2014 | +11.48% | N/A |
| 2013 | +32.34% | N/A |
| 2012 | +14.64% | N/A |
| 2011 | +14.01% | N/A |
TILT vs BSVO Drawdown Comparison
The maximum drawdown for TILT was -38.44%, occurring on Mar 23, 2020. Recovery took 137 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 | TILT | BSVO |
|---|---|---|
| #1 | -38.44% Feb 19, 2020 - Sep 2, 2020 | -28.66% Nov 25, 2024 - Dec 3, 2025 |
| #2 | -24.12% Jan 4, 2022 - Dec 14, 2023 | -12.52% Aug 7, 2023 - Dec 4, 2023 |
| #3 | -21.48% Sep 20, 2018 - Jul 12, 2019 | -11.59% Jul 31, 2024 - Nov 6, 2024 |
| #4 | -19.85% Dec 4, 2024 - Jul 2, 2025 | -10.18% Mar 14, 2023 - Jun 7, 2023 |
| #5 | -17.59% Jun 23, 2015 - Jul 14, 2016 | -8.45% Dec 27, 2023 - Jul 15, 2024 |
| #6 | -11.02% Mar 27, 2012 - Sep 6, 2012 | -8.31% Feb 6, 2026 - Apr 9, 2026 |
| #7 | -10.02% Jan 26, 2018 - Aug 6, 2018 | -4.27% Jun 7, 2023 - Jul 11, 2023 |
| #8 | -9.51% Oct 28, 2011 - Jan 6, 2012 | -3.85% Nov 11, 2024 - Nov 25, 2024 |
| #9 | -9.05% Sep 2, 2020 - Oct 12, 2020 | -3.68% Dec 11, 2025 - Jan 8, 2026 |
| #10 | -8.50% Feb 9, 2026 - Apr 15, 2026 | -2.59% Jan 22, 2026 - Feb 2, 2026 |
| #11 | -8.38% Sep 2, 2014 - Nov 6, 2014 | -2.49% Jul 17, 2024 - Jul 23, 2024 |
| #12 | -8.33% Sep 14, 2012 - Jan 2, 2013 | -2.21% Jan 15, 2026 - Jan 21, 2026 |
| #13 | -8.31% Jul 16, 2024 - Sep 19, 2024 | -1.93% Dec 4, 2023 - Dec 8, 2023 |
| #14 | -6.95% Jul 26, 2019 - Oct 28, 2019 | -1.77% Jul 23, 2024 - Jul 25, 2024 |
| #15 | -6.89% Oct 12, 2020 - Nov 5, 2020 | -1.67% May 1, 2026 - May 6, 2026 |
Correlation
Correlation between TILT 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)
TILT vs BSVO dividend yield comparison.
| Year | TILT | BSVO |
|---|---|---|
| 2026 | 0.19% | 0.00% |
| 2025 | 1.15% | 1.52% |
| 2024 | 1.23% | 1.61% |
| 2023 | 1.44% | 1.43% |
| 2022 | 1.60% | 0.00% |
| 2021 | 1.16% | 0.00% |
| 2020 | 1.49% | 0.00% |
| 2019 | 1.54% | 0.00% |
| 2018 | 1.97% | 0.00% |
| 2017 | 1.55% | 0.00% |
| 2016 | 1.60% | 0.00% |
| 2015 | 1.98% | 0.00% |
| 2014 | 1.33% | 0.00% |
| 2013 | 0.98% | 0.00% |
| 2012 | 1.11% | 0.00% |
| 2011 | 0.46% | 0.00% |
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