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BSVO - ETF AI Analysis
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EA Bridgeway Omni Small-Cap Value ETF (BSVO)
Rating:66Neutral
Price Target:―
Positive Factors
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if any one industry struggles.
Generally Strong Top Holdings
Most of the largest positions have shown strong year-to-date performance, which has supported the ETF’s recent gains.
Solid Recent Performance
The ETF has delivered steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Negative Factors
High U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering very little geographic diversification.
Meaningful Exposure to Financials and Cyclicals
Large weights in financial, consumer cyclical, and energy stocks may make the fund more sensitive to economic slowdowns.
Moderate Expense Ratio
The fund’s fee is not especially low, which slightly reduces the net returns investors keep over time.
BSVO vs. SPDR S&P 500 ETF (SPY)
AUM1.97B
RegionNorth America
Expense Ratio0.45%
Beta1.02
IssuerBridgeway
Inception DateMar 13, 2023
Dividend Yield1.45%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume129,814
30 Day Avg. Volume183,100
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
29.86Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering624
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BSVO Summary
BSVO is the EA Bridgeway Omni Small-Cap Value ETF, which focuses on smaller U.S. companies that the managers believe are undervalued. It does not track a set index, but instead actively picks stocks across many sectors like financials, energy, and industrials. Well-known holdings include Victoria’s Secret and Peabody Energy. An investor might choose BSVO to seek long-term growth and diversify beyond large, well-known companies. However, because it invests in small, value-focused stocks, its price can be more volatile and may go up and down more than the overall market.
How much will it cost me?The EA Bridgeway Omni Small-Cap Value ETF (BSVO) has an expense ratio of 0.47%, meaning you’ll pay $4.70 per year for every $1,000 invested. This is slightly higher than average because it is actively managed, focusing on selecting undervalued small-cap stocks rather than passively tracking an index.
What would affect this ETF?The BSVO ETF, focused on small-cap value stocks in the U.S., could benefit from economic recovery and increased investor interest in undervalued companies, particularly in sectors like financials and consumer cyclicals. However, it may face challenges from rising interest rates, which can impact small-cap companies' borrowing costs, and sector-specific risks such as volatility in energy prices or consumer spending. Its exposure to diverse sectors provides opportunities but also increases sensitivity to broader economic conditions.
BSVO Top 10 Holdings
BSVO is leaning hard into U.S. small-cap value names, with energy and cyclical plays doing much of the heavy lifting. Liberty Energy and Dana are among the rising stars, helping drive recent gains as their momentum picks up. Shipping names like International Seaways and Scorpio Tankers are also pulling their weight, adding a steady tailwind. On the flip side, Peabody Energy has been more of a drag lately, losing steam in the short term. Overall, the fund is diversified across many small positions but thematically tilted toward economically sensitive, U.S.-focused value stocks.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Liberty Energy | 1.00% | $19.94M | $4.91B | 114.44% | 69 Neutral | |
| ViaSat | 0.87% | $17.38M | $6.32B | 395.84% | 56 Neutral | |
| Sphere Entertainment | 0.86% | $17.08M | $3.90B | 255.17% | 66 Neutral | |
| Peabody Energy Comm | 0.85% | $17.05M | $4.37B | 176.17% | 61 Neutral | |
| International Seaways | 0.84% | $16.84M | $3.30B | 102.36% | 72 Outperform | |
| Dana Incorporated | 0.83% | $16.51M | $3.46B | 134.31% | 58 Neutral | |
| Helmerich & Payne | 0.80% | $16.05M | $3.38B | 36.33% | 73 Outperform | |
| Scorpio Tankers | 0.78% | $15.47M | $3.49B | 73.94% | 75 Outperform | |
| Kennametal | 0.74% | $14.81M | $2.95B | 84.57% | 72 Outperform | |
| Tutor Perini | 0.73% | $14.55M | $3.65B | 180.73% | 65 Neutral |
BSVO Technical Analysis
Neutral
―
Price Trends
25.33
Negative
24.07
Positive
22.64
Positive
Market Momentum
-0.23
Positive
33.24
Neutral
17.68
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BSVO, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 25.73, equal to the 50-day MA of 25.33, and equal to the 200-day MA of 22.64, indicating a neutral trend. The MACD of -0.23 indicates Positive momentum. The RSI at 33.24 is Neutral, neither overbought nor oversold. The STOCH value of 17.68 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for BSVO.
BSVO Peer Comparison
Comparison Results
Performance Comparison
BSVO
EA Bridgeway Omni Small-Cap Value ETF
24.42
5.04
26.01%
PVAL
Putnam Focused Large Cap Value ETF
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DFSV
Dimensional US Small Cap Value ETF
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FESM
Fidelity Enhanced Small Cap ETF
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AVSC
Avantis U.S Small Cap Equity ETF
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PSC
Principal U.S. Small-Cap Multi-Factor ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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