BDGS vs. CSM
Compare and contrast key facts about Bridges Capital Tactical ETF (BDGS) and Proshares Large Cap Core Plus (CSM).
BDGS and CSM 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. CSM is a passively managed fund by ProShares that tracks the performance of the Credit Suisse 130/30 Large-Cap Index. It was launched on Jul 13, 2009.
Performance
BDGS vs. CSM - Performance Comparison
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BDGS vs. CSM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BDGS Bridges Capital Tactical ETF | -1.41% | 10.61% | 19.07% | 8.31% |
CSM Proshares Large Cap Core Plus | -5.83% | 21.84% | 22.09% | 17.60% |
Returns By Period
In the year-to-date period, BDGS achieves a -1.41% return, which is significantly higher than CSM's -5.83% return.
BDGS
- 1D
- 1.96%
- 1M
- -1.14%
- YTD
- -1.41%
- 6M
- 0.11%
- 1Y
- 10.54%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CSM
- 1D
- 2.46%
- 1M
- -4.91%
- YTD
- -5.83%
- 6M
- -1.69%
- 1Y
- 18.78%
- 3Y*
- 17.57%
- 5Y*
- 11.42%
- 10Y*
- 12.84%
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BDGS vs. CSM - Expense Ratio Comparison
BDGS has a 0.85% expense ratio, which is higher than CSM's 0.45% expense ratio.
Return for Risk
BDGS vs. CSM — Risk / Return Rank
BDGS
CSM
BDGS vs. CSM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridges Capital Tactical ETF (BDGS) and Proshares Large Cap Core Plus (CSM). 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.
| BDGS | CSM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 0.99 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.67 | 1.53 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.23 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.80 | 1.49 | +0.31 |
Martin ratioReturn relative to average drawdown | 9.34 | 6.81 | +2.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BDGS | CSM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 0.99 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.67 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.70 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.51 | 0.81 | +0.70 |
Correlation
The correlation between BDGS and CSM is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BDGS vs. CSM - Dividend Comparison
BDGS's dividend yield for the trailing twelve months is around 0.56%, less than CSM's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDGS Bridges Capital Tactical ETF | 0.56% | 0.55% | 1.81% | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CSM Proshares Large Cap Core Plus | 1.16% | 1.04% | 1.06% | 1.17% | 1.37% | 0.78% | 1.21% | 1.41% | 1.54% | 1.28% | 1.49% | 1.67% |
Drawdowns
BDGS vs. CSM - Drawdown Comparison
The maximum BDGS drawdown since its inception was -9.12%, smaller than the maximum CSM drawdown of -36.11%. Use the drawdown chart below to compare losses from any high point for BDGS and CSM.
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Drawdown Indicators
| BDGS | CSM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.12% | -36.11% | +26.99% |
Max Drawdown (1Y)Largest decline over 1 year | -5.85% | -12.92% | +7.07% |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.82% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.11% | — |
Current DrawdownCurrent decline from peak | -2.15% | -7.17% | +5.02% |
Average DrawdownAverage peak-to-trough decline | -0.67% | -4.07% | +3.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.13% | 2.82% | -1.69% |
Volatility
BDGS vs. CSM - Volatility Comparison
The current volatility for Bridges Capital Tactical ETF (BDGS) is 3.39%, while Proshares Large Cap Core Plus (CSM) has a volatility of 4.79%. This indicates that BDGS experiences smaller price fluctuations and is considered to be less risky than CSM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BDGS | CSM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.39% | 4.79% | -1.40% |
Volatility (6M)Calculated over the trailing 6-month period | 5.09% | 9.49% | -4.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.70% | 18.97% | -8.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.35% | 17.12% | -8.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.35% | 18.37% | -10.02% |