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Upturn AI SWOT - About
EA Bridgeway Omni Small-Cap Value ETF (BSVO)
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Upturn Advisory Summary
08/14/2025: BSVO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -2.46% | Avg. Invested days 38 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.17 | 52 Weeks Range 16.55 - 23.84 | Updated Date 06/30/2025 |
52 Weeks Range 16.55 - 23.84 | Updated Date 06/30/2025 |
Upturn AI SWOT
EA Bridgeway Omni Small-Cap Value ETF
ETF Overview
Overview
The Bridgeway Omni Small-Cap Value ETF (OVSV) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Bridgeway Omni Small-Cap Value Index. The fund primarily invests in a broadly diversified portfolio of U.S. small-cap value stocks, employing a quantitative approach to stock selection and weighting.
Reputation and Reliability
Bridgeway Capital Management is a well-regarded investment firm known for its evidence-based and quantitative approach to investing.
Management Expertise
Bridgeway's management team has extensive experience in quantitative investing and portfolio management.
Investment Objective
Goal
To provide investment results that closely correspond to the performance of the Bridgeway Omni Small-Cap Value Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the Bridgeway Omni Small-Cap Value Index, which focuses on small-cap value stocks selected using quantitative metrics.
Composition The ETF holds a diversified portfolio of U.S. small-cap value stocks.
Market Position
Market Share: OVSV has a small market share in the small-cap value ETF segment.
Total Net Assets (AUM): 66.36
Competitors
Key Competitors
- Vanguard Small-Cap Value ETF (VBR)
- iShares Russell 2000 Value ETF (IWN)
- Avantis U.S. Small Cap Value ETF (AVUV)
Competitive Landscape
The small-cap value ETF industry is highly competitive, with several established players. OVSV's advantage lies in its unique index and quantitative approach. However, it faces stiff competition from larger, more liquid ETFs with lower expense ratios. OVSV is at a disadvantage due to lower AUM and liquidity compared to its competitors but potentially offers a more focused value approach. VBR and IWN are larger and more diversified, while AVUV is a strong contender with a similar active value strategy.
Financial Performance
Historical Performance: Historical performance data unavailable in provided context.
Benchmark Comparison: Benchmark comparison data unavailable in provided context.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume for OVSV is relatively low, indicating lower liquidity compared to larger ETFs.
Bid-Ask Spread
Due to lower trading volume, the bid-ask spread may be wider than more liquid ETFs, potentially increasing trading costs.
Market Dynamics
Market Environment Factors
Economic indicators like GDP growth, interest rates, and inflation influence the performance of small-cap value stocks. Sector growth prospects and overall market sentiment also play a crucial role.
Growth Trajectory
Changes to the ETF's strategy and holdings are determined by the underlying index methodology. The fund's growth trajectory is dependent on the performance of small-cap value stocks and its ability to attract assets.
Moat and Competitive Advantages
Competitive Edge
OVSV's competitive edge comes from its unique, quantitatively driven index focusing specifically on small-cap value companies. Bridgeway's established expertise in quantitative investing and its commitment to cost-effectiveness contribute to its appeal. The ETF's ability to deliver superior risk-adjusted returns compared to broader small-cap value benchmarks can attract investors seeking a more focused approach. However, its smaller size and lower liquidity present challenges.
Risk Analysis
Volatility
OVSV's volatility is expected to be in line with other small-cap value ETFs; higher than broad market indexes.
Market Risk
The ETF is subject to market risk, particularly the risks associated with small-cap stocks and value investing. Economic downturns or sector-specific challenges can negatively impact its performance. Potential for sector concentration risk depending on current market conditions.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking exposure to small-cap value stocks and willing to accept potentially higher volatility for potentially higher returns. Suitable for investors looking to diversify their portfolio with a distinct factor-based strategy.
Market Risk
OVSV is best suited for long-term investors with a higher risk tolerance and a focus on value investing. It is not recommended for active traders due to lower liquidity.
Summary
The Bridgeway Omni Small-Cap Value ETF (OVSV) offers a targeted approach to investing in U.S. small-cap value stocks using a quantitative methodology. While it benefits from Bridgeway's expertise and unique index, it faces challenges from lower liquidity and competition from larger, more established ETFs. It is suitable for long-term investors seeking a focused value strategy and willing to accept higher volatility. OVSV provides investors with an opportunity to gain exposure to a specific segment of the market through a cost-effective and transparent structure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Bridgeway Capital Management
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data are estimates and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About EA Bridgeway Omni Small-Cap Value ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to achieve its investment objective by investing primarily in a broad and diverse group of small-cap stocks that the Sub-Adviser determines are value stocks. Under normal circumstances, the fund invests 80% of its net assets (plus borrowings for investment purposes) in equity or equity-related securities ("common stocks") of small-cap companies at the time of purchase.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.