EA Bridgeway Omni Small-Cap Value ETF (BSVO) Performance
BSVO total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +23.4% since Dec 31, 2025
- 1 year
- +28.2% total return
- 3 years
- +20.2% a year
- Since first price
- +16.3% a year since 2023
BSVO trailing returns vs SPY, QQQ, AGG
| Period | BSVO total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +1.1% | +1.1% | −1.0% | −5.0% | +0.9% |
| 3 months | −1.4% | −1.4% | +3.2% | +1.9% | −0.4% |
| 6 months | +5.1% | +5.1% | +7.8% | +8.4% | −1.5% |
| YTD | +23.4% | +23.4% | +12.3% | +15.1% | −1.0% |
| 1 year | +28.2% | +26.4% | +14.4% | +15.9% | −1.1% |
| 3 years | +73.5%+20.2%/yr | +65.9% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionMar 13, 2023 | +72.6%+16.3%/yr | +65.0% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: BSVO vs SPY
From Mar 13, 2023: BSVO grew to $17,263, SPY to $20,676.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BSVO returns by calendar year
2 of 2 full years positive. Best 2025 (+9.2%), worst 2024 (+4.7%). 2026 is year to date.
BSVO annual returns table
| Year | BSVO | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +23.4% | −8.3% | +12.3% | +15.1% | −1.0% |
| 2025 | +9.2% | −24.7% | +17.7% | +20.8% | +7.2% |
| 2024 | +4.7% | −11.6% | +24.9% | +25.6% | +1.3% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
BSVO largest drawdowns
Now 4.7% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Nov 25, 2024 | −28.7% | Apr 8, 2025 | Dec 3, 2025 | 4 months | 1.0 years |
| Aug 7, 2023 | −12.5% | Oct 27, 2023 | Dec 4, 2023 | 3 months | 4 months |
| Jul 31, 2024 | −11.6% | Aug 7, 2024 | Nov 6, 2024 | 7 days | 3 months |
| Mar 14, 2023 | −10.2% | May 4, 2023 | Jun 7, 2023 | 51 days | 3 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
BSVO risk statistics
| Statistic | 3 years | Since 2023 |
|---|---|---|
| Annualized return | +17.0% | +15.7% |
| Volatility (annualized) | 19.8% | 19.9% |
| Sharpe ratio | 0.67 | 0.61 |
| Sortino ratio | 1.27 | 1.16 |
| Best month | +12.9% | +12.9% |
| Worst month | −6.8% | −6.8% |
| Best 12 months | +53.7% | +53.7% |
| Worst 12 months | −8.8% | −8.8% |
| Positive months | 56% | 52% |
| Beta vs S&P 500 | 0.97 | — |
| Correlation with S&P 500 | 0.61 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
BSVO rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 32 | −8.8% | +19.2% | +53.7% | 88% |
| 3-year (a year) | 8 | +14.8% | +18.5% | +21.0% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
BSVO performance overview
EA Bridgeway Omni Small-Cap Value ETF (BSVO) returned +28.2% over the past year, with distributions reinvested. Since its first recorded price in 2023 it has returned +16.3% a year, turning $10,000 into about $17,263. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −28.7%, from Nov 25, 2024 to Apr 8, 2025, and it took 8 months to get back to the old high. Volatility has been 19.9% a year.
Related: BSVO chart, BSVO holdings, BSVO dividends, BSVO valuation. See the BSVO overview for the latest quote and fund facts.
BSVO performance FAQ
What is the BSVO return over the past year?
BSVO returned +28.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 26.4%.
How much would $10,000 invested in BSVO be worth?
$10,000 invested in BSVO at its first recorded close on March 13, 2023 would be worth about $17,263 on October 23, 2026 with distributions reinvested.
What was the worst year for BSVO?
The worst calendar year was 2024, with a total return of +4.7%. The best was 2025 at +9.2%.
What is the biggest drawdown of BSVO?
The largest peak-to-trough decline was −28.7% between November 25, 2024 and April 8, 2025. It recovered to the old high on December 3, 2025, 8 months after the bottom.
How volatile is BSVO?
Over the past 3 years BSVO had an annualized volatility of 19.8% and a Sharpe ratio of 0.67 (excess return over 1–3 month T-bills per unit of risk).