AAEQ vs. BDGS

Last updated Jun 24, 2026

AAEQ (Alpha Architect US Equity 2 ETF) and BDGS (Bridges Capital Tactical ETF) are both Large Cap Blend Equities funds. Both are actively managed. Their correlation of 0.84 suggests significant overlap in exposure. AAEQ charges 0.15%/yr vs 0.87%/yr for BDGS.

Performance

AAEQ vs. BDGS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alpha Architect US Equity 2 ETF (AAEQ) and Bridges Capital Tactical ETF (BDGS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AAEQ achieves a 5.97% return, which is significantly higher than BDGS's 4.21% return.

AAEQ

• 1D: -1.35%
• 1M: -1.80%
• YTD: 5.97%
• 6M: 4.57%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BDGS

• 1D: -0.33%
• 1M: -1.13%
• YTD: 4.21%
• 6M: 3.97%
• 1Y: 11.63%
• 3Y*: 13.42%
• 5Y*: —
• 10Y*: —

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

AAEQ vs. BDGS - Yearly Performance Comparison

	2026 (YTD)	2025
AAEQ Alpha Architect US Equity 2 ETF	5.97%	-1.11%
BDGS Bridges Capital Tactical ETF	4.21%	0.02%

Correlation

The correlation between AAEQ and BDGS is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Dec 10, 2025	0.84

AAEQ vs. BDGS - Sectors Allocation Comparison

Sectors	AAEQ	BDGS
Technology	40.5%	37.4%
Communication Services	12.2%	16.6%
Financial Services	11.6%	9.3%
Consumer Cyclical	9.1%	10.9%
Healthcare	9.0%	7.5%
Industrials	6.1%	6.6%
Consumer Defensive	4.5%	4.1%
Energy	2.9%	2.6%
Real Estate	1.6%	1.5%
Utilities	1.5%	1.9%
Basic Materials	1.1%	1.5%

Return for Risk

AAEQ vs. BDGS — Risk / Return Rank

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

AAEQ

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

BDGS

BDGS Risk / Return Rank: 62
BDGS Sharpe Ratio Rank: 56
BDGS Sortino Ratio Rank: 61
BDGS Omega Ratio Rank: 64
BDGS Calmar Ratio Rank: 61
BDGS Martin Ratio Rank: 71

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.

AAEQ vs. BDGS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alpha Architect US Equity 2 ETF (AAEQ) and Bridges Capital Tactical ETF (BDGS). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	AAEQ	BDGS	Difference
Sharpe ratio: Return per unit of total volatility	—	1.84	—
Sortino ratio: Return per unit of downside risk	—	2.75	—
Omega ratio: Gain probability vs. loss probability	—	1.37	—
Calmar ratio: Return relative to maximum drawdown	—	2.90	—
Martin ratio: Return relative to average drawdown	—	12.72	—

Drawdowns

AAEQ vs. BDGS - Drawdown Comparison

The maximum AAEQ drawdown since its inception was -10.26%, which is greater than BDGS's maximum drawdown of -9.12%. Use the drawdown chart below to compare losses from any high point for AAEQ and BDGS.

Drawdown Indicators

	AAEQ	BDGS	Difference
Max Drawdown Largest peak-to-trough decline	-10.26%	-9.12%	-1.14%
Max Drawdown (1Y) Largest decline over 1 year	—	-4.03%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-9.12%	—
Current Drawdown Current decline from peak	-3.43%	-2.17%	-1.26%
Average Drawdown Average peak-to-trough decline	-2.43%	-0.66%	-1.77%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.92%	—

Volatility

Volatility by Period

	AAEQ	BDGS	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.30%	—
Volatility (6M) Calculated over the trailing 6-month period	—	5.17%	—
Volatility (1Y) Calculated over the trailing 1-year period	14.32%	6.38%	+7.94%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.32%	8.22%	+6.10%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.32%	8.22%	+6.10%

AAEQ vs. BDGS - Expense Ratio Comparison

AAEQ has a 0.15% expense ratio, which is lower than BDGS's 0.87% expense ratio.

Dividends

AAEQ vs. BDGS - Dividend Comparison

AAEQ's dividend yield for the trailing twelve months is around 0.09%, less than BDGS's 0.53% yield.

Position	TTM	2025	2024	2023
AAEQ Alpha Architect US Equity 2 ETF	0.09%	0.10%	0.00%	0.00%
BDGS Bridges Capital Tactical ETF	0.53%	0.55%	1.81%	0.84%

Frequently Asked Questions

Can I hold both AAEQ and BDGS in my portfolio?

AAEQ and BDGS have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, AAEQ or BDGS?

On fees, AAEQ is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, AAEQ or BDGS?

AAEQ is cheaper with a 0.15% expense ratio, compared with 0.87% for BDGS.

Which ETF pays a higher dividend yield, AAEQ or BDGS?

BDGS has the higher dividend yield at 0.53%, compared with 0.09% for AAEQ.

What is the main difference between AAEQ and BDGS?

They also come from different issuers: Alpha Architect and Bridges. Their fees differ too: 0.15% for AAEQ and 0.87% for BDGS.