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EA Bridgeway Omni Small-Cap Value ETF(BSVO)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BSVO
11/13/2026: BSVO (3-star) is currently NOT-A-BUY. Pass it for now.
BSVO provides active exposure to small-cap value stocks using Bridgeway’s evidence-based quantitative model to select investments. Its primary strength lies in its disciplined, systematic approach to capturing the value premium within a segment of the market where active management often performs well. It is best suited as a long-term equity component for investors who prefer factor-tilted strategies over passive indexing. Investors should be aware of the inherent volatility and economic sensitivity associated with small-cap stocks, as well as the potential for tracking error versus traditional benchmarks. Key factors to monitor include the fund's active performance relative to passive small-cap value indices and the stability of the management team.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The fund's focus on value factors often results in lower exposure to high-growth, speculative stocks. |
| Momentum investor | Mixed fit | While the strategy is systematic, it is not explicitly designed to capture momentum, though it may be a fit if the model captures value-driven reversal patterns. |
| Value investor | Strong fit | The fund is specifically built to target undervalued small-cap stocks using a rigorous quantitative process. |
| Dividend/Income investor | Mixed fit | While many value stocks pay dividends, the primary goal is capital appreciation rather than consistent income generation. |
| Low-risk investor | Weak fit | Small-cap equities are inherently volatile and generally unsuitable for investors prioritizing low-risk capital preservation. |
Investor Profile
Ideal Investor Profile
Long-term investors seeking active, factor-based exposure to small-cap value stocks who believe in the systematic, quantitative process of Bridgeway.
Suitability
Primarily for long-term investors looking to diversify a portfolio with a small-cap value tilt.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Small-cap stocks are subject to significant price swings compared to large-cap equities. |
| Market risk | Medium / high | The fund is exposed to systemic economic risks that affect the broader U.S. equity market. |
| Concentration | Medium | While diversified across sectors, the fund limits its universe to the small-cap value segment. |
| Tracking/expense | Low | As an active fund, tracking error is expected and not necessarily a negative, though fees are higher than passive options. |
| Liquidity | Medium | Small-cap stocks can experience periods of lower liquidity during market stress. |
| Business/sector quality | Medium / high | Small-cap value stocks may include companies with weaker balance sheets or facing structural industry challenges. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
BSVO exhibits standard volatility for small-cap equities, often higher than the broader market.
Market Risk
The fund is subject to the inherent risks of the small-cap equity market, including sensitivity to business cycles and economic conditions.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Small-Cap U.S. Equities | 98.5 | The fund focuses on smaller companies which may offer higher growth potential but carry higher volatility than large-cap stocks. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | A small portion of the portfolio is held in cash to manage liquidity and facilitate daily transactions. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 14.75% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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