BDGS vs. FDWM
Compare and contrast key facts about Bridges Capital Tactical ETF (BDGS) and Fidelity Women's Leadership ETF (FDWM).
BDGS and FDWM 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. FDWM is a passively managed fund by Fidelity that tracks the performance of the Russell 3000. It was launched on Jun 15, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BDGS or FDWM.
Performance
BDGS vs. FDWM - Performance Comparison
Returns By Period
In the year-to-date period, BDGS achieves a 16.97% return, which is significantly higher than FDWM's 14.38% return.
BDGS
16.97%
2.70%
12.79%
18.92%
N/A
N/A
FDWM
14.38%
0.20%
5.19%
23.55%
N/A
N/A
Key characteristics
| BDGS | FDWM | |
|---|---|---|
| Sharpe Ratio | 4.10 | 1.72 |
| Sortino Ratio | 7.83 | 2.34 |
| Omega Ratio | 2.51 | 1.30 |
| Calmar Ratio | 7.50 | 2.08 |
| Martin Ratio | 45.30 | 9.31 |
| Ulcer Index | 0.39% | 2.47% |
| Daily Std Dev | 4.36% | 13.36% |
| Max Drawdown | -5.38% | -29.13% |
| Current Drawdown | -0.75% | -1.84% |
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BDGS vs. FDWM - Expense Ratio Comparison
BDGS has a 0.85% expense ratio, which is higher than FDWM's 0.59% expense ratio.
Correlation
The correlation between BDGS and FDWM is 0.70, 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. FDWM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridges Capital Tactical ETF (BDGS) and Fidelity Women's Leadership ETF (FDWM). 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. FDWM - Dividend Comparison
BDGS's dividend yield for the trailing twelve months is around 0.72%, more than FDWM's 0.60% yield.
| TTM | 2023 | 2022 | 2021 | |
|---|---|---|---|---|
BDGS Bridges Capital Tactical ETF | 0.72% | 0.84% | 0.00% | 0.00% |
FDWM Fidelity Women's Leadership ETF | 0.60% | 0.80% | 0.90% | 0.19% |
Drawdowns
BDGS vs. FDWM - Drawdown Comparison
The maximum BDGS drawdown since its inception was -5.38%, smaller than the maximum FDWM drawdown of -29.13%. Use the drawdown chart below to compare losses from any high point for BDGS and FDWM. For additional features, visit the drawdowns tool.
Volatility
BDGS vs. FDWM - Volatility Comparison
The current volatility for Bridges Capital Tactical ETF (BDGS) is 2.48%, while Fidelity Women's Leadership ETF (FDWM) has a volatility of 3.82%. This indicates that BDGS experiences smaller price fluctuations and is considered to be less risky than FDWM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.