AFOS vs. BDGS
AFOS (ARS Focused Opportunities Strategy ETF) and BDGS (Bridges Capital Tactical ETF) are both Large Cap Blend Equities funds. A 0.65 correlation means they provide meaningful diversification when combined. AFOS charges 0.45%/yr vs 0.87%/yr for BDGS.
Performance
AFOS vs. BDGS - Performance Comparison
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Returns By Period
In the year-to-date period, AFOS achieves a 32.04% return, which is significantly higher than BDGS's 5.64% return.
AFOS
- 1D
- -0.29%
- 1M
- 8.94%
- YTD
- 32.04%
- 6M
- 37.37%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BDGS
- 1D
- -0.29%
- 1M
- 1.26%
- YTD
- 5.64%
- 6M
- 5.65%
- 1Y
- 13.85%
- 3Y*
- 14.06%
- 5Y*
- —
- 10Y*
- —
AFOS vs. BDGS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AFOS ARS Focused Opportunities Strategy ETF | 32.04% | 36.15% |
BDGS Bridges Capital Tactical ETF | 5.64% | 6.14% |
Correlation
The correlation between AFOS and BDGS is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 27, 2025 | 0.65 |
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Return for Risk
AFOS vs. BDGS — Risk / Return Rank
AFOS
BDGS
AFOS vs. BDGS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ARS Focused Opportunities Strategy ETF (AFOS) 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| AFOS | BDGS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.29 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 4.35 | 1.76 | +2.59 |
Drawdowns
AFOS vs. BDGS - Drawdown Comparison
The maximum AFOS drawdown since its inception was -11.52%, which is greater than BDGS's maximum drawdown of -9.12%. Use the drawdown chart below to compare losses from any high point for AFOS and BDGS.
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Drawdown Indicators
| AFOS | BDGS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.52% | -9.12% | -2.40% |
Max Drawdown (1Y)Largest decline over 1 year | — | -4.03% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -9.12% | — |
Current DrawdownCurrent decline from peak | -0.29% | -0.83% | +0.54% |
Average DrawdownAverage peak-to-trough decline | -1.37% | -0.64% | -0.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.84% | — |
Volatility
AFOS vs. BDGS - Volatility Comparison
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Volatility by Period
| AFOS | BDGS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.14% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 4.74% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 20.19% | 6.08% | +14.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.19% | 8.21% | +11.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.19% | 8.21% | +11.98% |
AFOS vs. BDGS - Expense Ratio Comparison
AFOS has a 0.45% expense ratio, which is lower than BDGS's 0.87% expense ratio.
Dividends
AFOS vs. BDGS - Dividend Comparison
AFOS's dividend yield for the trailing twelve months is around 0.22%, less than BDGS's 0.52% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
AFOS ARS Focused Opportunities Strategy ETF | 0.22% | 0.30% | 0.00% | 0.00% |
BDGS Bridges Capital Tactical ETF | 0.52% | 0.55% | 1.81% | 0.84% |
Frequently Asked Questions
AFOS and BDGS have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AFOS is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AFOS is cheaper with a 0.45% expense ratio, compared with 0.87% for BDGS.
BDGS has the higher dividend yield at 0.52%, compared with 0.22% for AFOS.
They also come from different issuers: ARS Investment Partners and Bridges. Their fees differ too: 0.45% for AFOS and 0.87% for BDGS.
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