BUSM - ETF AI Analysis
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EA Bridgeway Ultra-Small Company Market ETF (BUSM)
Rating:54Neutral
Price Target:―
Positive Factors
Strong-Performing Top Holdings
Many of the ETF’s largest positions have shown strong gains this year, helping support overall returns despite recent short-term weakness.
Broad Sector Diversification
The fund spreads its investments across many sectors, including health care, financials, industrials, consumer cyclical, and technology, which helps reduce the impact of a downturn in any single industry.
Focused Exposure to U.S. Companies
With almost all assets in U.S. stocks, investors get targeted exposure to the U.S. ultra-small company market without taking on additional foreign currency risk.
Negative Factors
Relatively High Expense Ratio
The ETF charges a higher annual fee than many broad market funds, which can modestly reduce long-term returns for investors.
Recent Weak Performance
The fund has shown weak short-term results, with both one-month and year-to-date performance currently in negative territory.
Heavy Concentration in U.S. Market
Because the ETF is almost entirely invested in U.S. companies, investors have limited geographic diversification and remain highly sensitive to U.S. market conditions.
BUSM vs. SPDR S&P 500 ETF (SPY)
AUM120.82M
RegionNorth America
Expense Ratio0.73%
Beta2.06
IssuerBridgeway
Inception DateJul 27, 2026
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,356
30 Day Avg. Volume6,361
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
27.34Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering536
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BUSM Summary
EA Bridgeway Ultra-Small Company Market ETF (BUSM) focuses on very small U.S. companies, aiming for long-term growth by investing in the micro-cap segment of the stock market rather than tracking a traditional index. It holds a wide mix of industries, including health care, financials, and technology, with names like Honest Company and Kelly Services among its top positions. Investors might consider BUSM if they want diversification into tiny, less-followed companies that could grow quickly over time. However, this ETF is risky: micro-cap stocks can be very volatile, trade less frequently, and their prices can move sharply up or down.
How much will it cost me?BUSM has an expense ratio of 0.73%, which means you’ll pay about $7.30 per year for every $1,000 invested. This cost is higher than the average ETF because it focuses on a specialized micro-cap segment and is actively managed to select and maintain a diversified portfolio of very small companies.
What would affect this ETF?BUSM could benefit if the U.S. economy stays healthy, consumer spending remains solid, and innovation in areas like health care, technology, and industrials drives growth for tiny companies that can scale quickly. On the negative side, higher interest rates, tighter credit for small businesses, market downturns that hit micro-cap stocks harder, or company-specific setbacks in its top holdings and key sectors like health care and financials could weigh on future returns.
BUSM Top 10 Holdings
BUSM is a pure U.S. micro-cap play, and its story is all about tiny companies making big moves. Rising names like OmniAb, Honest Company, and Smart Sand have been giving the fund a lift, with momentum building over the past few months. Flexsteel and RCM Technologies have also been steady-to-rising contributors, helping offset some of the bumps. On the flip side, Entravision and Kelly Services are lagging, acting like small anchors on performance. Sector exposure is spread across industrials, consumer names, and niche tech and health care, keeping the fund diversified despite its ultra-small focus.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Flexsteel | 0.76% | $933.02K | $326.07M | 66.48% | 75 Outperform | |
| OmniAb | 0.66% | $810.38K | $649.90M | 169.41% | 55 Neutral | |
| Honest Company | 0.60% | $734.78K | $571.83M | 35.97% | 55 Neutral | |
| Smart Sand | 0.56% | $693.86K | $228.11M | 146.08% | 70 Outperform | |
| Perma-Pipe International Holdings | 0.55% | $673.99K | $250.36M | 29.51% | 73 Outperform | |
| Rcm Technologies | 0.55% | $671.04K | $280.09M | 47.05% | 70 Outperform | |
| Waterstone Financial | 0.54% | $665.48K | $367.81M | 27.79% | 63 Neutral | |
| Friedman Industries | 0.53% | $647.26K | $297.24M | 81.14% | 69 Neutral | |
| Entravision | 0.53% | $646.46K | $719.85M | 227.46% | 53 Neutral | |
| Kelly Services | 0.52% | $640.11K | $580.51M | 18.57% | 46 Neutral |
BUSM Technical Analysis
Positive
―
Price Trends
Market Momentum
-0.15
Positive
51.08
Neutral
45.84
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BUSM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 16.74, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.15 indicates Positive momentum. The RSI at 51.08 is Neutral, neither overbought nor oversold. The STOCH value of 45.84 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BUSM.
BUSM Peer Comparison
Comparison Results
Performance Comparison
BUSM
EA Bridgeway Ultra-Small Company Market ETF
16.68
0.33
2.02%
SEUS
SEI QiM U.S. Equity Factor Allocation Active ETF
―
―
―
FTQI
First Trust Hedged BuyWrite Income ETF
―
―
―
INFO
Harbor PanAgora Dynamic Large Cap Core ETF
―
―
―
AAUB
Alpha Architect US Equity 4 ETF
―
―
―
DFMC
U.S. Micro Cap Portfolio ETF
―
―
―
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.
DisclaimerThis 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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