BSVO vs. KRE
Compare and contrast key facts about EA Bridgeway Omni Small-Cap Value ETF (BSVO) and SPDR S&P Regional Banking ETF (KRE).
BSVO and KRE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BSVO is an actively managed fund by Bridgeway. It was launched on Dec 31, 2010. KRE is a passively managed fund by State Street that tracks the performance of the S&P Regional Banks Select Industry Index. It was launched on Jun 19, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSVO or KRE.
Correlation
The correlation between BSVO and KRE is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BSVO vs. KRE - Performance Comparison
Key characteristics
BSVO:
0.44
KRE:
1.28
BSVO:
0.80
KRE:
2.07
BSVO:
1.10
KRE:
1.25
BSVO:
0.82
KRE:
0.98
BSVO:
1.89
KRE:
6.39
BSVO:
5.02%
KRE:
5.80%
BSVO:
21.63%
KRE:
28.90%
BSVO:
-12.52%
KRE:
-68.54%
BSVO:
-6.72%
KRE:
-11.18%
Returns By Period
In the year-to-date period, BSVO achieves a 1.34% return, which is significantly lower than KRE's 6.13% return.
BSVO
1.34%
1.20%
8.29%
12.48%
N/A
N/A
KRE
6.13%
5.78%
23.72%
38.71%
5.68%
7.38%
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BSVO vs. KRE - Expense Ratio Comparison
BSVO has a 0.47% expense ratio, which is higher than KRE's 0.35% expense ratio.
Risk-Adjusted Performance
BSVO vs. KRE — Risk-Adjusted Performance Rank
BSVO
KRE
BSVO vs. KRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for EA Bridgeway Omni Small-Cap Value ETF (BSVO) and SPDR S&P Regional Banking ETF (KRE). 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.
Dividends
BSVO vs. KRE - Dividend Comparison
BSVO's dividend yield for the trailing twelve months is around 1.59%, less than KRE's 2.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSVO EA Bridgeway Omni Small-Cap Value ETF | 1.59% | 1.61% | 1.43% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
KRE SPDR S&P Regional Banking ETF | 2.44% | 2.59% | 2.99% | 2.51% | 1.97% | 2.78% | 2.21% | 2.25% | 1.40% | 1.39% | 1.80% | 1.60% |
Drawdowns
BSVO vs. KRE - Drawdown Comparison
The maximum BSVO drawdown since its inception was -12.52%, smaller than the maximum KRE drawdown of -68.54%. Use the drawdown chart below to compare losses from any high point for BSVO and KRE. For additional features, visit the drawdowns tool.
Volatility
BSVO vs. KRE - Volatility Comparison
The current volatility for EA Bridgeway Omni Small-Cap Value ETF (BSVO) is 4.79%, while SPDR S&P Regional Banking ETF (KRE) has a volatility of 7.00%. This indicates that BSVO experiences smaller price fluctuations and is considered to be less risky than KRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.