BSVO - ETF AI Analysis
Top Page
EA Bridgeway Omni Small-Cap Value ETF (BSVO)
BSVO, the EA Bridgeway Omni Small-Cap Value ETF, has a solid overall rating driven mainly by strong holdings like Hamilton Insurance Group and Scorpio Tankers, which benefit from robust financial performance, attractive valuations, and positive earnings call commentary. The fund’s score is held back somewhat by weaker names such as Patterson-UTI, where declining revenues and profitability create drag, and by several holdings facing cash flow or bearish momentum issues. A key risk factor is the ETF’s exposure to smaller, value-oriented companies that can be more sensitive to financial challenges, market volatility, and sector-specific headwinds.
BSVO vs. SPDR S&P 500 ETF (SPY)
- AUM
- 2.48B
- Region
- North America
- Expense Ratio
- 0.45%
- Beta
- 0.89
- Issuer
- Bridgeway
- Inception Date
- Mar 13, 2023
- Dividend Yield
- 1.22%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
BSVO Summary
BSVO is the EA Bridgeway Omni Small-Cap Value ETF, focused on smaller U.S. companies that appear cheap compared with their business fundamentals, rather than tracking a specific index. It spreads investments across many sectors like financials, consumer companies, and energy. Well-known names in the fund include Victoria’s Secret and Signet Jewelers. Someone might invest in BSVO to tap into the growth potential of smaller companies and to diversify beyond large, well-known stocks. A key risk is that small-cap stocks can be more volatile, so the ETF’s value can move up and down sharply with the market.
How much will it cost me?
This ETF has an expense ratio of 0.45%, which means you’ll pay about $4.50 per year for every $1,000 you invest. That’s higher than the average ETF because BSVO is actively managed, with professionals selecting small-cap value stocks rather than simply tracking a broad market index.
What would affect this ETF?
BSVO could benefit if the U.S. economy stays healthy, consumer spending remains solid, and financial and energy companies perform well, since it focuses on small, undervalued U.S. stocks in those sectors and holds names like Victoria’s Secret, Par Pacific, and Scorpio Tankers. On the downside, rising interest rates, a recession, or tighter financial and energy regulations could hurt small-cap value companies more than larger firms, leading to sharper price swings for this ETF.
BSVO Top 10 Holdings
BSVO is leaning heavily into U.S. small-cap value, with energy and financial names setting the tone. Shipping plays like International Seaways and Scorpio Tankers have been rising steadily, helping power returns, while drillers such as Patterson-UTI and Helmerich & Payne add more energy fuel with improving momentum despite past profit hiccups. Victoria’s Secret has quietly been a bright spot in consumer cyclicals, while Bread Financial and WesBanco show more mixed, stop-and-go progress in the financial lane. Overall, the fund is a U.S.-centric, small-cap value bet with a clear tilt toward energy and financials.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 VSXY | Victoria's Secret | 1.02% | $25.32M | $7.71B | 185.27% | 71Outperform |
 STNG | Scorpio Tankers | 0.89% | $22.04M | $4.64B | 51.46% | 75Outperform |
 VSAT | ViaSat | 0.86% | $21.43M | $10.61B | 97.64% | 56Neutral |
 INSW | International Seaways | 0.85% | $21.16M | $5.73B | 122.79% | 72Outperform |
 PTEN | Patterson-UTI | 0.83% | $20.53M | $5.08B | 111.43% | 56Neutral |
 HP | Helmerich & Payne | 0.80% | $19.76M | $4.30B | 61.13% | 73Outperform |
 CRGY | Crescent Energy Company Class A | 0.73% | $18.20M | $5.83B | 74.23% | 66Neutral |
 BFH | Bread Financial Holdings | 0.73% | $18.06M | $3.93B | 67.03% | 72Outperform |
 SIG | Signet Jewelers | 0.71% | $17.53M | $4.39B | 19.01% | 64Neutral |
 TNK | Teekay Tankers | 0.70% | $17.49M | $3.50B | 71.31% | 68Neutral |
BSVO Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BSVO, the sentiment is Positive. The current price of 28.97 is above the 20-day moving average (MA) of 28.58, above the 50-day MA of 28.87, and above the 200-day MA of 27.68, indicating a bullish trend. The MACD of 0.06 indicates Negative momentum. The RSI at 55.88 is Neutral, neither overbought nor oversold. The STOCH value of 83.35 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BSVO.
BSVO Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| BSVO | $28.97 | $31.00(7.01% Upside) | $2.48B | 0.45% | 67Neutral |
 DFSV | $39.44 | $45.79(16.10% Upside) | $8.57B | 0.30% | 68Neutral |
 JAVA | $82.96 | $96.43(16.23% Upside) | $7.46B | 0.44% | 71Outperform |
 FESM | $45.47 | $59.73(31.37% Upside) | $6.85B | 0.28% | 64Neutral |
 AVSC | $71.28 | $87.37(22.57% Upside) | $3.23B | 0.25% | 66Neutral |
 PSC | $68.37 | $82.07(20.04% Upside) | $2.78B | 0.38% | 69Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| BSVO | EA Bridgeway Omni Small-Cap Value ETF | 28.97 | 6.84 | 30.90% | |
| DFSV | Dimensional US Small Cap Value ETF | 39.44 | 8.47 | 27.34% | |
| JAVA | JPMorgan Active Value ETF | 82.96 | 14.51 | 21.19% | |
| FESM | Fidelity Enhanced Small Cap ETF | 45.47 | 8.67 | 23.55% | |
| AVSC | Avantis U.S Small Cap Equity ETF | 71.28 | 14.70 | 25.98% | |
| PSC | Principal U.S. Small-Cap Multi-Factor ETF | 68.37 | 12.25 | 21.83% |
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.