AIUP vs. BDGS
AIUP (FINQ FIRST U.S. Large Cap AI-Managed Equity ETF) and BDGS (Bridges Capital Tactical ETF) are both Large Cap Blend Equities funds. Both are actively managed. Their 0.75 correlation means they have sometimes moved together and sometimes differently. AIUP charges 0.70%/yr vs 0.87%/yr for BDGS.
Performance
AIUP vs. BDGS - Performance Comparison
Loading charts...
Returns By Period
AIUP
- 1D
- 0.72%
- 1M
- 0.17%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
BDGS
- 1D
- -0.28%
- 1M
- -0.55%
- 6M
- 2.95%
- YTD
- 3.38%
- 1Y
- 8.62%
- 3Y*
- 12.82%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 12.83%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $29.32K | $20.65K | $44.48K | |
| $33.67K | $253.16K | $187.48K |
AIUP vs. BDGS - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
AIUP FINQ FIRST U.S. Large Cap AI-Managed Equity ETF | 7.57% |
BDGS Bridges Capital Tactical ETF | 4.71% |
Correlation
The correlation between AIUP and BDGS is 0.75, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Feb 6, 2026 | 0.75 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AIUP vs. BDGS — Risk / Return Rank
AIUP
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BDGS
AIUP vs. BDGS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FINQ FIRST U.S. Large Cap AI-Managed Equity ETF (AIUP) 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.
| AIUP | BDGS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.26 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.15 | — |
| Martin ratioReturn relative to average drawdown | — | 8.36 | — |
Loading charts...
Drawdowns
AIUP vs. BDGS - Drawdown Comparison
The maximum AIUP drawdown since its inception was -11.32%, which is greater than BDGS's maximum drawdown of -9.12%. Use the drawdown chart below to compare losses from any high point for AIUP and BDGS.
Loading charts...
Drawdown Indicators
| AIUP | BDGS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.32% | -9.12% | -2.20% |
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 | -7.15% | -2.94% | -4.21% |
Average DrawdownAverage peak-to-trough decline | -3.06% | -0.68% | -2.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.03% | — |
Volatility
AIUP vs. BDGS - Volatility Comparison
Loading charts...
Volatility by Period
| AIUP | BDGS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.87% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 5.47% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 23.57% | 6.52% | +17.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.57% | 8.18% | +15.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.57% | 8.18% | +15.39% |
AIUP vs. BDGS - Expense Ratio Comparison
AIUP has a 0.70% expense ratio, which is lower than BDGS's 0.87% expense ratio.
Dividends
AIUP vs. BDGS - Dividend Comparison
AIUP has not paid dividends to shareholders, while BDGS's dividend yield for the trailing twelve months is around 0.53%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
AIUP FINQ FIRST U.S. Large Cap AI-Managed Equity ETF | 0.00% | 0.00% | 0.00% | 0.00% |
BDGS Bridges Capital Tactical ETF | 0.53% | 0.55% | 1.81% | 0.84% |
Frequently Asked Questions
AIUP and BDGS have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AIUP is cheaper at 0.70% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AIUP is cheaper with a 0.70% expense ratio, compared with 0.87% for BDGS.
BDGS has the higher dividend yield at 0.53%, compared with 0.00% for AIUP.
They also come from different issuers: FINQ and Bridges. Their fees differ too: 0.70% for AIUP and 0.87% for BDGS.
Find the right allocation for AIUP and BDGS
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer