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Upturn AI Summary
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
10/02/2026: BSVO (2-star) is currently NOT-A-BUY. Pass it for now.
The EA Bridgeway Omni Small-Cap Value ETF (BSVO) provides active, systematic exposure to U.S. small-cap stocks with specific value characteristics. By utilizing Bridgeway’s quantitative research model, the fund seeks to outperform passive benchmarks rather than merely tracking them. Its primary strengths lie in this disciplined strategy and low expense ratio, though investors must be prepared for the inherent volatility of the small-cap segment. The fund is best suited for long-term investors looking for factor-based diversification and should be monitored for performance consistency and relative liquidity.
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 focuses on value characteristics rather than high-growth potential. |
| Momentum investor | Weak fit | The strategy is oriented toward valuation-based selection rather than chasing price trends. |
| Value investor | Strong fit | It is specifically engineered to harvest the value premium within the small-cap equity universe. |
| Dividend/Income investor | Mixed fit | While some value stocks pay dividends, the primary objective is capital appreciation rather than income generation. |
| Low-risk investor | Weak fit | Small-cap equities are inherently volatile and carry higher risk than large-cap or fixed-income assets. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term oriented individual seeking small-cap exposure with a value tilt who prefers systematic, active management over static indexing.
Suitability
BSVO is best suited for long-term investors aiming to diversify their equity holdings and potentially capture a value premium.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Small-cap stocks historically experience wider price swings than the broader market. |
| Market risk | High | The fund is fully exposed to systemic economic and market downturns affecting small-cap companies. |
| Concentration | Medium | While diversified across many holdings, the fund remains concentrated in the small-cap equity asset class. |
| Tracking/expense | Low | The expense ratio is competitive for an active strategy, minimizing the drag on long-term performance. |
| Liquidity | Medium | Individual small-cap holdings can occasionally face liquidity constraints during market stress. |
| Business/sector quality | Medium | Exposure to value stocks may include companies with weaker balance sheets or facing structural challenges. |
Risk Analysis
Volatility
BSVO experiences high volatility consistent with the small-cap equity asset class.
Market Risk
The primary risk is exposure to the economic performance of small U.S. companies, which are more sensitive to domestic economic shifts.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Small-Cap Equities | 98 | The fund focuses on smaller, value-oriented U.S. companies which historically have offered higher growth potential than large-cap stocks. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small liquidity buffer is maintained for operational needs and trade settlement. |
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 3.18% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 2, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $2.39B |
| Issuer | Bridgeway |
| Expense Ratio | 0.47% |
| Distribution Yield | 1.21% |
| Inception | Dec 31, 2010 |
Performance
| Period | Total Return |
|---|---|
| YTD | +22.47% |
| 1 Year | +27.86% |
| 3 Year | +17.92% |
| 5 Year | +10.74% |
| 10 Year | +10.38% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 13.16% |
| 3Y Volatility | 19.56% |
| 3Y Sharpe Ratio | 0.69 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Micro Cap | 88.00% |
| Small Cap | 8.88% |
| Mid Cap | 2.35% |
Top Sectors
| Sector | Weight |
|---|---|
| Financial Services | 33.93% |
| Energy | 15.44% |
| Consumer Cyclicals | 15.19% |
| Industrials | 11.90% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 10.14x |
| Portfolio P/B | 1.18x |
| Portfolio P/S | 0.61x |
| Holdings Turnover | 0.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Victoria's Secret & | 0.99% |
| International Seaways | 0.96% |
| ViaSat | 0.83% |
| Scorpio Tankers | 0.81% |
| Signet Jewelers | 0.78% |
Upturn AI Summary
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.
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.
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