USEW vs SVAL
Comparison between Cambria US EW ETF (USEW, ETF) and ISHARES US SMALL CAP VALUE FACTOR ETF (SVAL, ETF).
USEW vs SVAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USEW
$187M
SVAL
$187M
Expense Ratio
USEW
0.30%
Winner
SVAL
0.20%
Max Drawdown
Winner
USEW
8.25%
SVAL
27.97%
Sharpe Ratio
USEW
1.26
Winner
SVAL
1.71
5Y Beta
Winner
USEW
0.92
SVAL
0.93
P/E Ratio
USEW
N/A
SVAL
19.09
Forward P/E
USEW
N/A
SVAL
13.09
5Y Dividends CAGR
USEW
N/A
SVAL
67.76%
5Y EPS CAGR
USEW
N/A
SVAL
2.87%
Debt to Equity
USEW
N/A
SVAL
32.29%
P/S Ratio
USEW
N/A
SVAL
0.79
P/B Ratio
USEW
N/A
SVAL
1.32
USEW vs SVAL - Holdings Comparison
USEW and SVAL have 3 common holdings. Overlap is -0.91%
USEW's top 25 holdings weight is 48.80%. SVAL's top 25 holdings weight is 13.30%.
| Rank | USEW | SVAL |
|---|---|---|
| #1 | INVESCO S&P 500® LOW VOLATILITY ETF (SPLV) - 6.64% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.22% |
| #2 | STATE STREET® SPDR® S&P 500® ETF (SPY) - 4.04% | PENGUIN SOLUTIONS INC (PENG) - 0.70% |
| #3 | NVIDIA CORP (NVDA) - 3.44% | VISHAY INTERTECHNOLOGY INC (VSH) - 0.65% |
| #4 | MICROSOFT CORP (MSFT) - 3.34% | AMN HEALTHCARE SERVICES INC (AMN) - 0.54% |
| #5 | APPLE INC (AAPL) - 3.01% | PROGYNY INC (PGNY) - 0.54% |
| #6 | INVESCO QQQ TRUST (QQQ) - 2.88% | INSIGHT ENTERPRISES INC (NSIT) - 0.54% |
| #7 | FIDELITY VALUE FACTOR ETF (FVAL) - 2.74% | FIVE9 INC (FIVN) - 0.53% |
| #8 | VANGUARD S&P 500 ETF (VOO) - 2.46% | LIVERAMP HOLDINGS INC (RAMP) - 0.52% |
| #9 | ISHARES RUSSELL 1000 VALUE ETF (IWD) - 1.89% | CROSS COUNTRY HEALTHCARE INC (CCRN) - 0.52% |
| #10 | n/a (MDYV) - 1.86% | THE GEO GROUP INC (GEO) - 0.51% |
| #11 | INVESCO S&P 500® EQUAL WEIGHT ETF (RSP) - 1.83% | SUNCOKE ENERGY INC (SXC) - 0.49% |
| #12 | VANGUARD TOTAL STOCK MARKET ETF (VTI) - 1.68% | MARINEMAX INC (HZO) - 0.49% |
| #13 | ALPHABET INC CLASS C (GOOG) - 1.67% | NETSCOUT SYSTEMS INC (NTCT) - 0.49% |
| #14 | INVESCO S&P GLOBAL WATER ETF (CGW) - 1.55% | DORIAN LPG LTD (LPG) - 0.48% |
| #15 | AMAZON.COM INC (AMZN) - 1.53% | UNITED FIRE GROUP INC (UFCS) - 0.47% |
| #16 | META PLATFORMS INC CLASS A (META) - 1.46% | PRIMEENERGY RESOURCES CORP (PNRG) - 0.47% |
| #17 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.46% | SELECT WATER SOLUTIONS INC CLASS A (WTTR) - 0.46% |
| #18 | BROADCOM INC (AVGO) - 1.37% | THE RMR GROUP INC CLASS A (RMR) - 0.46% |
| #19 | VANGUARD VALUE ETF (VTV) - 1.25% | MITEK SYSTEMS INC (MITK) - 0.46% |
| #20 | PROSHARES S&P 500 DIVIDEND ARISTOCRATS (NOBL) - 1.12% | CORSAIR GAMING INC ORDINARY SHARES (CRSR) - 0.46% |
| #21 | n/a (SHOP) - 0.33% | MEDIFAST INC (MED) - 0.46% |
| #22 | ISHARES CORE S&P MID-CAP ETF (IJH) - 0.32% | NWPX INFRASTRUCTURE INC (NWPX) - 0.46% |
| #23 | ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM) - 0.32% | HEALTHSTREAM INC (HSTM) - 0.46% |
| #24 | ISHARES MSCI USA MIN VOL FACTOR ETF (USMV) - 0.31% | IBEX LTD (IBEX) - 0.46% |
| #25 | AMERICAN EXPRESS CO (AXP) - 0.30% | ARKO CORP ORDINARY SHARES CLASS A (ARKO) - 0.46% |
| Total Holdings | 557 | 251 |
USEW vs SVAL - Historical Returns
Returns include dividend reinvestment.
1M
USEW
+2.25%
Winner
SVAL
+6.18%
3M
USEW
+10.89%
Winner
SVAL
+17.67%
6M
USEW
+9.57%
Winner
SVAL
+18.08%
1Y
USEW
N/A
SVAL
+38.80%
5Y(CAGR)
USEW
N/A
SVAL
+7.56%
Max(CAGR)
Winner
USEW
+20.89%
SVAL
+17.10%
USEW vs SVAL - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | USEW | SVAL |
|---|---|---|
| 2026 | +8.60% | +20.95% |
| 2025 | +0.77% | +9.24% |
| 2024 | N/A | +7.72% |
| 2023 | N/A | +12.71% |
| 2022 | N/A | -11.05% |
| 2021 | N/A | +34.68% |
| 2020 | N/A | +27.93% |
USEW vs SVAL Drawdown Comparison
The maximum drawdown for USEW was -7.85%, occurring on Mar 30, 2026. Recovery took 54 trading sessions.
The maximum drawdown for SVAL was -27.44%, occurring on Apr 8, 2025. Recovery took 277 trading sessions.
The current USEW drawdown is -0.66%.
| Rank | USEW | SVAL |
|---|---|---|
| #1 | -7.85% Jan 27, 2026 - Apr 15, 2026 | -27.44% Nov 25, 2024 - Jan 6, 2026 |
| #2 | -3.00% Jun 4, 2026 - Jun 10, 2026 | -25.26% Nov 11, 2021 - Jul 15, 2024 |
| #3 | -2.03% Jan 12, 2026 - Jan 27, 2026 | -13.52% Jun 8, 2021 - Nov 3, 2021 |
| #4 | -1.62% May 14, 2026 - May 22, 2026 | -11.04% Jul 26, 2024 - Nov 6, 2024 |
| #5 | -1.25% Dec 24, 2025 - Jan 6, 2026 | -8.94% Feb 20, 2026 - Apr 14, 2026 |
| #6 | -0.79% May 6, 2026 - May 14, 2026 | -8.93% Mar 12, 2021 - May 7, 2021 |
| #7 | -0.67% Jan 6, 2026 - Jan 9, 2026 | -6.75% Jan 14, 2021 - Feb 5, 2021 |
| #8 | -0.63% Apr 17, 2026 - Apr 30, 2026 | -5.72% Nov 24, 2020 - Dec 4, 2020 |
| #9 | -0.48% May 1, 2026 - May 5, 2026 | -5.08% May 7, 2021 - Jun 1, 2021 |
| #10 | -0.42% Jun 2, 2026 - Jun 4, 2026 | -3.94% Nov 3, 2020 - Nov 9, 2020 |
| #11 | -0.11% May 26, 2026 - May 28, 2026 | -3.69% Feb 24, 2021 - Mar 5, 2021 |
| #12 | N/A | -3.61% Nov 10, 2020 - Nov 16, 2020 |
| #13 | N/A | -3.51% Nov 11, 2024 - Nov 25, 2024 |
| #14 | N/A | -2.94% May 8, 2026 - May 22, 2026 |
| #15 | N/A | -2.63% Dec 15, 2020 - Dec 28, 2020 |
Correlation
Correlation between USEW and SVAL is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2020 - 2026)
USEW vs SVAL dividend yield comparison.
| Year | USEW | SVAL |
|---|---|---|
| 2026 | 0.38% | 0.28% |
| 2025 | 0.13% | 2.33% |
| 2024 | 0.00% | 1.82% |
| 2023 | 0.00% | 2.25% |
| 2022 | 0.00% | 2.09% |
| 2021 | 0.00% | 2.33% |
| 2020 | 0.00% | 0.28% |
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