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Upturn AI SWOT - About
EA Bridgeway Omni Small-Cap Value ETF (BSVO)
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Upturn Advisory Summary
10/24/2025: BSVO (1-star) is currently NOT-A-BUY. Pass it for now.
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 -1.52% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 long-term capital appreciation by investing in a broadly diversified portfolio of U.S. small-cap value stocks using a quantitative approach.
Reputation and Reliability
Bridgeway is known for its evidence-based, quantitative approach to investing and has a solid reputation for responsible investing.
Management Expertise
Bridgeway's management team employs a rigorous, data-driven approach, emphasizing factor-based investing in small-cap value stocks.
Investment Objective
Goal
To provide long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index, but rather uses a proprietary quantitative model to select and weight stocks based on value and other factors.
Composition The ETF primarily holds U.S. small-cap value stocks.
Market Position
Market Share: Data not available.
Total Net Assets (AUM): 24914644
Competitors
Key Competitors
- VBR
- AVUV
- IJS
- DFSV
Competitive Landscape
The small-cap value ETF market is competitive. OVSV differentiates itself through Bridgeway's unique quantitative approach and focus on factor investing. Advantages include potentially higher returns through factor exposure, while disadvantages might include tracking error compared to broad index funds and the complexity of the quantitative model.
Financial Performance
Historical Performance: Historical data is readily available from financial data providers such as Yahoo Finance and Bloomberg.
Benchmark Comparison: Performance should be compared to a relevant small-cap value index benchmark such as the Russell 2000 Value Index.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
OVSV's average trading volume is moderate, which might affect the ease of trading large positions.
Bid-Ask Spread
The bid-ask spread is typically small, reflecting good liquidity for most retail investors.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment toward small-cap and value stocks impact OVSV.
Growth Trajectory
Growth is tied to the overall performance of small-cap value stocks and the effectiveness of Bridgeway's quantitative model; changes in the model or holdings are regularly disclosed in fund prospectuses and fact sheets.
Moat and Competitive Advantages
Competitive Edge
OVSV benefits from Bridgeway's distinct quantitative approach, which utilizes a proprietary model focusing on value and other factors. This model is designed to identify undervalued small-cap companies with strong potential for long-term growth. Bridgeway's commitment to responsible investing and lower expense ratio may also attract investors seeking ethical and cost-effective investment options. These factors contribute to OVSV's ability to potentially outperform traditional market-cap weighted small-cap value indexes.
Risk Analysis
Volatility
Small-cap stocks are inherently more volatile than large-cap stocks; OVSV's volatility will reflect this.
Market Risk
OVSV is subject to market risk, especially the risks associated with small-cap value stocks, which can be sensitive to economic cycles and investor sentiment.
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation with a focus on small-cap value stocks, willing to tolerate higher volatility, and comfortable with a quantitative investment approach.
Market Risk
Suitable for long-term investors seeking exposure to the small-cap value factor and diversification within their portfolio.
Summary
OVSV provides targeted exposure to US small-cap value stocks through a quantitatively managed ETF. Bridgeway's systematic approach aims to outperform traditional benchmarks by focusing on value characteristics. Investors should be aware of the volatility inherent in small-cap investing. The ETF is best suited for long-term investors seeking a specific factor exposure within their portfolio. Its low expense ratio is attractive compared to similar actively managed funds.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Bridgeway Asset Management Website
- ETF.com
- Morningstar
- Yahoo Finance
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions. Market share data may vary slightly depending on the source and calculation methodology.
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.