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BDGS vs. CFCV
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BDGS and CFCV is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.5

Performance

BDGS vs. CFCV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bridges Capital Tactical ETF (BDGS) and ClearBridge Focus Value ESG ETF (CFCV). The values are adjusted to include any dividend payments, if applicable.

15.00%20.00%25.00%30.00%JulyAugustSeptemberOctoberNovemberDecember
29.31%
28.61%
BDGS
CFCV

Key characteristics

Returns By Period


BDGS

YTD

19.39%

1M

2.07%

6M

14.30%

1Y

19.56%

5Y*

N/A

10Y*

N/A

CFCV

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

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BDGS vs. CFCV - Expense Ratio Comparison

BDGS has a 0.85% expense ratio, which is higher than CFCV's 0.49% expense ratio.


BDGS
Bridges Capital Tactical ETF
Expense ratio chart for BDGS: current value at 0.85% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.85%
Expense ratio chart for CFCV: current value at 0.49% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.49%

Risk-Adjusted Performance

BDGS vs. CFCV - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Bridges Capital Tactical ETF (BDGS) and ClearBridge Focus Value ESG ETF (CFCV). 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.


Sharpe ratio
The chart of Sharpe ratio for BDGS, currently valued at 4.50, compared to the broader market0.002.004.004.501.02
The chart of Sortino ratio for BDGS, currently valued at 8.68, compared to the broader market-2.000.002.004.006.008.0010.008.681.42
The chart of Omega ratio for BDGS, currently valued at 2.63, compared to the broader market0.501.001.502.002.503.002.631.20
The chart of Calmar ratio for BDGS, currently valued at 8.26, compared to the broader market0.005.0010.0015.008.261.47
The chart of Martin ratio for BDGS, currently valued at 48.12, compared to the broader market0.0020.0040.0060.0080.00100.0048.123.55
BDGS
CFCV


Rolling 12-month Sharpe Ratio1.002.003.004.005.00JulyAugustSeptemberOctoberNovemberDecember
4.50
1.02
BDGS
CFCV

Dividends

BDGS vs. CFCV - Dividend Comparison

Neither BDGS nor CFCV has paid dividends to shareholders.


TTM2023202220212020
BDGS
Bridges Capital Tactical ETF
0.00%0.84%0.00%0.00%0.00%
CFCV
ClearBridge Focus Value ESG ETF
1.65%1.37%2.78%4.94%1.76%

Drawdowns

BDGS vs. CFCV - Drawdown Comparison


-7.00%-6.00%-5.00%-4.00%-3.00%-2.00%-1.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-0.98%
-0.43%
BDGS
CFCV

Volatility

BDGS vs. CFCV - Volatility Comparison

Bridges Capital Tactical ETF (BDGS) has a higher volatility of 1.38% compared to ClearBridge Focus Value ESG ETF (CFCV) at 0.00%. This indicates that BDGS's price experiences larger fluctuations and is considered to be riskier than CFCV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%1.00%2.00%3.00%4.00%5.00%JulyAugustSeptemberOctoberNovemberDecember
1.38%
0
BDGS
CFCV
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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