BDGS vs. CFCV
Compare and contrast key facts about Bridges Capital Tactical ETF (BDGS) and ClearBridge Focus Value ESG ETF (CFCV).
BDGS and CFCV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BDGS is an actively managed fund by Bridges. It was launched on May 10, 2023. CFCV is an actively managed fund by Franklin Templeton. It was launched on May 27, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BDGS or CFCV.
Performance
BDGS vs. CFCV - Performance Comparison
Returns By Period
In the year-to-date period, BDGS achieves a 16.97% return, which is significantly higher than CFCV's 7.49% return.
BDGS
16.97%
2.70%
12.79%
18.92%
N/A
N/A
CFCV
7.49%
-0.43%
5.32%
14.94%
N/A
N/A
Key characteristics
| BDGS | CFCV | |
|---|---|---|
| Sharpe Ratio | 4.10 | 1.76 |
| Sortino Ratio | 7.83 | 2.38 |
| Omega Ratio | 2.51 | 1.32 |
| Calmar Ratio | 7.50 | 2.72 |
| Martin Ratio | 45.30 | 6.55 |
| Ulcer Index | 0.39% | 2.87% |
| Daily Std Dev | 4.36% | 10.67% |
| Max Drawdown | -5.38% | -23.71% |
| Current Drawdown | -0.75% | -0.43% |
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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.
Correlation
The correlation between BDGS and CFCV is 0.54, 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.
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.
Dividends
BDGS vs. CFCV - Dividend Comparison
BDGS's dividend yield for the trailing twelve months is around 0.72%, less than CFCV's 1.65% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
BDGS Bridges Capital Tactical ETF | 0.72% | 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
The maximum BDGS drawdown since its inception was -5.38%, smaller than the maximum CFCV drawdown of -23.71%. Use the drawdown chart below to compare losses from any high point for BDGS and CFCV. For additional features, visit the drawdowns tool.
Volatility
BDGS vs. CFCV - Volatility Comparison
Bridges Capital Tactical ETF (BDGS) has a higher volatility of 2.48% compared to ClearBridge Focus Value ESG ETF (CFCV) at 0.11%. 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.