BSVO vs. DSMC

Last updated Jun 5, 2026

BSVO (EA Bridgeway Omni Small-Cap Value ETF) and DSMC (Distillate Small/Mid Cash Flow ETF) are both Small Cap Value Equities funds. Both are actively managed. Over the past 3 years, BSVO returned 19.99%/yr vs 14.16%/yr for DSMC. Their correlation of 0.90 suggests significant overlap in exposure. BSVO charges 0.47%/yr vs 0.55%/yr for DSMC.

Performance

BSVO vs. DSMC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in EA Bridgeway Omni Small-Cap Value ETF (BSVO) and Distillate Small/Mid Cash Flow ETF (DSMC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BSVO achieves a 20.22% return, which is significantly higher than DSMC's 13.63% return.

BSVO

• 1D: 1.80%
• 1M: 0.51%
• YTD: 20.22%
• 6M: 19.77%
• 1Y: 45.25%
• 3Y*: 19.99%
• 5Y*: —
• 10Y*: —

DSMC

• 1D: 0.70%
• 1M: 1.11%
• YTD: 13.63%
• 6M: 13.41%
• 1Y: 28.11%
• 3Y*: 14.16%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BSVO vs. DSMC - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
BSVO EA Bridgeway Omni Small-Cap Value ETF	20.22%	9.21%	4.68%	22.38%
DSMC Distillate Small/Mid Cash Flow ETF	13.63%	2.73%	2.81%	26.15%

Correlation

The correlation between BSVO and DSMC is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.85
Correlation (3Y) Calculated over the trailing 3-year period	0.90
Correlation (All Time) Calculated using the full available price history since Mar 14, 2023	0.90

The correlation between BSVO and DSMC has been stable across timeframes, ranging from 0.85 to 0.90 - a consistent structural relationship.

BSVO vs. DSMC - Sectors Allocation Comparison

Sectors	BSVO	DSMC
Financial Services	32.3%	4.1%
Energy	15.8%	17.0%
Consumer Cyclical	14.3%	19.9%
Industrials	13.8%	17.8%
Basic Materials	6.0%	3.5%
Technology	4.9%	21.5%
Consumer Defensive	4.8%	4.8%
Communication Services	3.9%	6.0%
Healthcare	3.6%	5.0%
Real Estate	0.6%	0.4%
Utilities	-	-

Return for Risk

BSVO vs. DSMC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BSVO

BSVO Risk / Return Rank: 79
BSVO Sharpe Ratio Rank: 76
BSVO Sortino Ratio Rank: 77
BSVO Omega Ratio Rank: 71
BSVO Calmar Ratio Rank: 90
BSVO Martin Ratio Rank: 80

DSMC

DSMC Risk / Return Rank: 51
DSMC Sharpe Ratio Rank: 48
DSMC Sortino Ratio Rank: 51
DSMC Omega Ratio Rank: 46
DSMC Calmar Ratio Rank: 56
DSMC Martin Ratio Rank: 54

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BSVO vs. DSMC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for EA Bridgeway Omni Small-Cap Value ETF (BSVO) and Distillate Small/Mid Cash Flow ETF (DSMC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	BSVO	DSMC	Difference
Sharpe ratio: Return per unit of total volatility	2.41	1.64	+0.77
Sortino ratio: Return per unit of downside risk	3.39	2.47	+0.92
Omega ratio: Gain probability vs. loss probability	1.42	1.29	+0.13
Calmar ratio: Return relative to maximum drawdown	5.47	2.73	+2.73
Martin ratio: Return relative to average drawdown	15.58	9.08	+6.50
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BSVO vs. DSMC - Sharpe Ratio Comparison

The current BSVO Sharpe Ratio is 2.41, which is higher than the DSMC Sharpe Ratio of 1.64. The chart below compares the historical Sharpe Ratios of BSVO and DSMC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BSVO	DSMC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.41	1.64	+0.77
Sharpe Ratio (All Time) Calculated using the full available price history	0.81	0.76	+0.05

Drawdowns

BSVO vs. DSMC - Drawdown Comparison

The maximum BSVO drawdown since its inception was -28.67%, roughly equal to the maximum DSMC drawdown of -28.62%. Use the drawdown chart below to compare losses from any high point for BSVO and DSMC.

Drawdown Indicators

	BSVO	DSMC	Difference
Max Drawdown Largest peak-to-trough decline	-28.67%	-28.62%	-0.05%
Max Drawdown (1Y) Largest decline over 1 year	-8.31%	-10.33%	+2.02%
Max Drawdown (3Y) Largest decline over 3 years	-28.67%	-28.62%	-0.05%
Current Drawdown Current decline from peak	-0.09%	-0.97%	+0.88%
Average Drawdown Average peak-to-trough decline	-5.72%	-6.00%	+0.28%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.91%	3.10%	-0.19%

Volatility

BSVO vs. DSMC - Volatility Comparison

EA Bridgeway Omni Small-Cap Value ETF (BSVO) has a higher volatility of 4.83% compared to Distillate Small/Mid Cash Flow ETF (DSMC) at 4.31%. This indicates that BSVO's price experiences larger fluctuations and is considered to be riskier than DSMC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BSVO	DSMC	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.83%	4.31%	+0.52%
Volatility (6M) Calculated over the trailing 6-month period	12.07%	10.55%	+1.52%
Volatility (1Y) Calculated over the trailing 1-year period	18.88%	17.21%	+1.67%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.73%	20.38%	+1.35%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.73%	20.38%	+1.35%

BSVO vs. DSMC - Expense Ratio Comparison

BSVO has a 0.47% expense ratio, which is lower than DSMC's 0.55% expense ratio.

Dividends

BSVO vs. DSMC - Dividend Comparison

BSVO's dividend yield for the trailing twelve months is around 1.26%, more than DSMC's 1.12% yield.

Position	TTM	2025	2024	2023	2022
BSVO EA Bridgeway Omni Small-Cap Value ETF	1.26%	1.52%	1.61%	1.43%	0.00%
DSMC Distillate Small/Mid Cash Flow ETF	1.12%	1.18%	1.31%	1.02%	0.27%

Frequently Asked Questions

Can I hold both BSVO and DSMC in my portfolio?

BSVO and DSMC have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BSVO or DSMC?

BSVO has higher volatility (4.83%) compared to DSMC (4.31%). In terms of maximum drawdown, BSVO dropped -28.67% vs DSMC's -28.62%.

Which ETF is better, BSVO or DSMC?

On 3-year performance, BSVO leads with 19.99% vs 14.16% for DSMC. On fees, BSVO is cheaper at 0.47% per year. On volatility, DSMC has been the lower-risk option at 4.31%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BSVO or DSMC?

Over the 3-year period, BSVO has performed better with a 19.99% return vs 14.16%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BSVO or DSMC?

BSVO is cheaper with a 0.47% expense ratio, compared with 0.55% for DSMC.

Which ETF pays a higher dividend yield, BSVO or DSMC?

BSVO has the higher dividend yield at 1.26%, compared with 1.12% for DSMC.

What is the main difference between BSVO and DSMC?

They also come from different issuers: Bridgeway and Distillate. Their fees differ too: 0.47% for BSVO and 0.55% for DSMC.

Which has better risk-adjusted returns?

BSVO currently has the higher Sharpe Ratio (2.41 vs 1.64), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.