USA vs BSVO

Comparison between Liberty All-Star Equity Fund (USA, ETF) and EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF (BSVO, ETF).

USA vs BSVO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USA(ETF)	BSVO(ETF)
Net Assets	$1.90B	$2B
Expense Ratio	N/A	0.45%
Max Drawdown	82.89%	29.80%
Sharpe Ratio	-0.14	2.06
5Y Beta	0.80	0.97
P/E Ratio	N/A	1357.21
Forward P/E	N/A	10.99
5Y Dividends CAGR	5.01%	N/A
Debt to Equity	N/A	144.99%
P/S Ratio	N/A	0.60
P/B Ratio	N/A	1.20

Net Assets

USA

$1.90B

Winner

BSVO

$2B

Expense Ratio

USA

N/A

BSVO

0.45%

Max Drawdown

USA

82.89%

Winner

BSVO

29.80%

Sharpe Ratio

USA

-0.14

Winner

BSVO

2.06

5Y Beta

Winner

USA

0.80

BSVO

0.97

P/E Ratio

USA

N/A

BSVO

1357.21

Forward P/E

USA

N/A

BSVO

10.99

5Y Dividends CAGR

USA

5.01%

BSVO

N/A

Debt to Equity

USA

N/A

BSVO

144.99%

P/S Ratio

USA

N/A

BSVO

0.60

P/B Ratio

USA

N/A

BSVO

1.20

USA vs BSVO - Historical Returns

Returns include dividend reinvestment.

Period	USA	BSVO
1 month	+3.85%	+5.44%
3 months	-1.30%	+4.93%
6 months	+2.90%	+25.74%
1 year	-0.48%	+47.95%
5 years(CAGR)	+3.04%	N/A
10 years(CAGR)	+12.57%	N/A
Max(CAGR)	+6.68%	+17.66%

USA

+3.85%

Winner

BSVO

+5.44%

USA

-1.30%

Winner

BSVO

+4.93%

USA

+2.90%

Winner

BSVO

+25.74%

USA

-0.48%

Winner

BSVO

+47.95%

5Y(CAGR)

USA

+3.04%

BSVO

N/A

10Y(CAGR)

USA

+12.57%

BSVO

N/A

Max(CAGR)

USA

+6.68%

Winner

BSVO

+17.66%

USA vs BSVO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	USA	BSVO
2026	-2.13%	+18.80%
2025	-0.65%	+9.58%
2024	+22.04%	+4.97%
2023	+21.13%	+22.41%
2022	-25.15%	N/A
2021	+37.60%	N/A
2020	+11.48%	N/A
2019	+39.77%	N/A
2018	-4.91%	N/A
2017	+32.32%	N/A
2016	+8.93%	N/A
2015	-2.04%	N/A
2014	+9.24%	N/A
2013	+28.69%	N/A
2012	+18.32%	N/A
2011	-8.62%	N/A
2010	+19.75%	N/A
2009	+30.27%	N/A
2008	-43.42%	N/A
2007	-5.19%	N/A
2006	+10.28%	N/A
2005	-5.71%	N/A
2004	+10.37%	N/A
2003	+50.09%	N/A
2002	-35.15%	N/A
2001	-2.94%	N/A
2000	+17.03%	N/A
1999	-7.83%	N/A

USA vs BSVO Drawdown Comparison

The maximum drawdown for USA was -69.18%, occurring on Mar 9, 2009. Recovery took 1522 trading sessions.

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

The current USA drawdown is -7.40%. The current BSVO drawdown is -0.73%.

Rank	USA	BSVO
#1	-69.18% Jul 13, 2007 - Jul 30, 2013	-28.66% Nov 25, 2024 - Dec 3, 2025
#2	-50.47% May 21, 2001 - Mar 5, 2004	-12.52% Aug 7, 2023 - Dec 4, 2023
#3	-47.07% Feb 12, 2020 - Nov 17, 2020	-11.59% Jul 31, 2024 - Nov 6, 2024
#4	-33.98% Oct 11, 2021 - Jul 12, 2024	-10.18% Mar 14, 2023 - Jun 7, 2023
#5	-25.78% Sep 27, 2018 - Jun 18, 2019	-8.45% Dec 27, 2023 - Jul 15, 2024
#6	-21.83% May 14, 2015 - Dec 7, 2016	-8.31% Feb 6, 2026 - Apr 9, 2026
#7	-20.11% Nov 5, 1999 - Jun 16, 2000	-4.27% Jun 7, 2023 - Jul 11, 2023
#8	-18.49% Apr 5, 2004 - Feb 14, 2005	-3.85% Nov 11, 2024 - Nov 25, 2024
#9	-17.97% Aug 2, 2005 - Dec 20, 2006	-3.68% Dec 11, 2025 - Jan 8, 2026
#10	-17.69% Jan 28, 2025 - Apr 7, 2025	-2.59% Jan 22, 2026 - Feb 2, 2026
#11	-10.82% Jan 31, 2001 - May 1, 2001	-2.49% Jul 17, 2024 - Jul 23, 2024
#12	-10.47% Aug 27, 2014 - Nov 18, 2014	-2.21% Jan 15, 2026 - Jan 21, 2026
#13	-10.41% Apr 21, 2021 - Jun 1, 2021	-1.93% Dec 4, 2023 - Dec 8, 2023
#14	-10.03% Jan 26, 2018 - Jun 6, 2018	-1.77% Jul 23, 2024 - Jul 25, 2024
#15	-9.02% Feb 16, 2005 - Jul 26, 2005	-1.67% May 1, 2026 - May 6, 2026

Correlation

Correlation between USA and BSVO is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68

-101

Dividend Comparison (2000 - 2026)

USA vs BSVO dividend yield comparison.

Year	USA	BSVO
2026	5.67%	0.00%
2025	10.67%	1.52%
2024	10.22%	1.61%
2023	9.56%	1.43%
2022	12.11%	0.00%
2021	9.67%	0.00%
2020	9.13%	0.00%
2019	9.75%	0.00%
2018	12.64%	0.00%
2017	8.89%	0.00%
2016	9.30%	0.00%
2015	9.53%	0.00%
2014	6.52%	0.00%
2013	5.86%	0.00%
2012	6.71%	0.00%
2011	8.06%	0.00%
2010	6.29%	0.00%
2009	7.16%	0.00%
2008	18.57%	0.00%
2007	12.77%	0.00%
2006	10.62%	0.00%
2005	9.54%	0.00%
2004	9.31%	0.00%
2003	8.25%	0.00%
2002	13.25%	0.00%
2001	10.82%	0.00%
2000	5.90%	0.00%