BSVOvsSVALETF Comparison
VS
EA Bridgeway Omni Small-Cap Value ETF (BSVO) and iShares US Small Cap Value Factor ETF (SVAL) belong to the same industry segment: US Small Cap Value. BSVO's top 3 sector exposures are Financials, Energy and Consumer Discretionary. In contrast, SVAL's top sector exposures are Financials, Industrials and Consumer Discretionary. BSVO is more expensive with a Total Expense Ratio (TER) of 0.45%, versus 0.2% for SVAL. BSVO is up 18.44% year-to-date (YTD) with +$72M in YTD flows. SVAL performs worse with 14.41% YTD performance, and +$107M in YTD flows. Run a side-by-side ETF comparison of BSVO and SVAL below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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BSVO vs SVAL performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BSVO SVAL | +10.19%+10.35% | +10.31%+7.18% | +18.44%+14.41% | +52.10%+40.42% | +71.53%+65.99% | n/a+39.89% |
| Flows | BSVO SVAL | +$20M+$4M | +$51M+$11M | +$72M+$107M | +$276M+$24M | +$824M+$68M | -+$54M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BSVO SVAL | +17.49%+17.71% | +19.49%+18.58% | +22.12%+22.20% | n/a+22.50% |
| Max drawdown | BSVO SVAL | -8.32%-8.90% | -8.32%-8.90% | -28.45%-27.39% | n/a-27.39% |
| Max drawdown duration | BSVO SVAL | 45d50d | 45d50d | 372d380d | n/a380d |
Trading data
BSVO | SVAL | |
Last sale 4/28/2026 at 2:07 PM | $27.64 | $39.19 |
| Previous close 04/27/2026 | $27.61 | $39.06 |
| Consolidated volume 04/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of March 31, 2026
1-year trailing difference
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BSVO
is actively managed and doesn’t replicate an indexBSVO | SVAL | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 4/28/2026 at 2:07 PM
Live
Closed
BSVO | SVAL | |
|---|---|---|
| Last price | $27.64 | $39.19 |
| 1D performance | +0.09% | +0.33% |
| AuM | $2.25 B | $188.04 M |
| E/R | 0.45% | 0.2% |
Characteristics
BSVO | SVAL | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Bridgeway Capital Management | iShares |
| Benchmark | - | Russell 2000 Focused Value Select Index |
| N° of holdings | 525 | 227 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 13, 2023 | October 27, 2020 |
| ESG | Yes | No |
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Exposure
Countries
BSVO
USA
83.42%
Other
16.58%
SVAL
USA
92.86%
Other
7.14%
Sectors
BSVO
Financials
29.91%
Energy
16.18%
Consumer Discreti.
13.33%
Industrials
11.26%
Other
29.32%
SVAL
Financials
23.09%
Industrials
16.73%
Consumer Discreti.
11.37%
Health Care
10.18%
Energy
8.61%
Information Techn.
7.3%
Other
22.72%
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Diversification
BSVO
Total weight of top 15 holdings out of 15
11.73%
SVAL
Total weight of top 15 holdings out of 15
11.47%
Top 15 holdings
Data as of March 31, 2026
BSVO
PEABODY ENERGY
0.88%
LIBERTY OILFIELD SERVICES
0.86%
INTERNATIONAL SEAWAYS
0.84%
HELMERICH AND PAYNE
0.83%
DANA INC
0.82%
PATTERSON UTI
0.81%
VIASAT
0.81%
MADISON SQUARE GARDEN ENTERTAINMENT CORP
0.80%
SCORPIO TANKERS
0.78%
TUTOR PERINI
0.76%
PAR PACIFIC HOLDINGS INC
0.75%
CRESCENT ENERGY COMPANY
0.74%
BANKUNITED
0.69%
ALLIANCE DATA SYSTEMS
0.68%
DHT HOLDINGS
0.68%
SVAL
US0669224778
1.31%
ULTRA CLEAN HOLDINGS
1.01%
TACTILE SYSTEMS TECHNOLOGY INC
0.77%
PEABODY ENERGY
0.74%
NORDIC AMERICAN TANKERS
0.74%
TETRA TECHNOLOGIES
0.71%
PAR PACIFIC HOLDINGS INC
0.71%
LSB INDUSTRIES
0.70%
ENHABIT INC
0.70%
PROTAGONIST THERAPEUTICS INC
0.70%
PHOTRONICS
0.70%
ANDERSONS
0.68%
HELMERICH AND PAYNE
0.67%
AMARK PRECIOUS/D
0.67%
CONSTELLIUM HOLDCO BV
0.66%
Frequently asked questions about BSVO and SVAL
How have the BSVO and SVAL ETFs performed in 2026?
As of April 27, 2026, BSVO is up 18.44% year-to-date (YTD), while SVAL has returned 14.41%. That puts BSVO better performer ahead so far this year.
Which ETF is attracting more investor money: BSVO or SVAL?
Year-to-date, the BSVO ETF saw +$72M in flows, compared to +$107M for SVAL.
Which ETF is more volatile: BSVO or SVAL?
Over the past year, BSVO had a volatility of 19.49%, while SVAL experienced 18.58%.
Which ETF is bigger: BSVO or SVAL?
As of April 27, 2026, BSVO holds $2.25 B in assets under management (AUM), while SVAL manages $188.04 M.
What sectors do the BSVO and SVAL ETFs invest in?
BSVO leans toward sectors like Financials, Energy and Consumer Discretionary. Meanwhile, SVAL focuses on Financials, Industrials and Consumer Discretionary.
What are the top holdings of the BSVO ETF and SVAL ETF?
BSVO top holdings include PEABODY ENERGY, LIBERTY OILFIELD SERVICES and INTERNATIONAL SEAWAYS. SVAL holds in its top three: US0669224778, ULTRA CLEAN HOLDINGS and TACTILE SYSTEMS TECHNOLOGY INC.
Which ETF is more diversified: BSVO or SVAL?
BSVO holds 559 securities with 11.73% of its assets in the top 15. SVAL has 238 securities and a top 15 weight of 11.47%.
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