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BDGS vs. OALC
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BDGS vs. OALC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bridges Capital Tactical ETF (BDGS) and OneAscent Large Cap Core ETF (OALC). The values are adjusted to include any dividend payments, if applicable.

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BDGS vs. OALC - Yearly Performance Comparison


2026 (YTD)202520242023
BDGS
Bridges Capital Tactical ETF
-1.41%10.61%19.07%8.31%
OALC
OneAscent Large Cap Core ETF
-3.32%20.36%19.64%18.04%

Returns By Period

In the year-to-date period, BDGS achieves a -1.41% return, which is significantly higher than OALC's -3.32% return.


BDGS

1D
1.96%
1M
-1.14%
YTD
-1.41%
6M
0.11%
1Y
10.54%
3Y*
5Y*
10Y*

OALC

1D
2.70%
1M
-4.81%
YTD
-3.32%
6M
-0.95%
1Y
20.66%
3Y*
16.44%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BDGS vs. OALC - Expense Ratio Comparison

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


Return for Risk

BDGS vs. OALC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BDGS
BDGS Risk / Return Rank: 7373
Overall Rank
BDGS Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
BDGS Sortino Ratio Rank: 7070
Sortino Ratio Rank
BDGS Omega Ratio Rank: 7878
Omega Ratio Rank
BDGS Calmar Ratio Rank: 7474
Calmar Ratio Rank
BDGS Martin Ratio Rank: 8686
Martin Ratio Rank

OALC
OALC Risk / Return Rank: 7171
Overall Rank
OALC Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
OALC Sortino Ratio Rank: 6868
Sortino Ratio Rank
OALC Omega Ratio Rank: 6767
Omega Ratio Rank
OALC Calmar Ratio Rank: 7373
Calmar Ratio Rank
OALC Martin Ratio Rank: 8181
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BDGS vs. OALC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bridges Capital Tactical ETF (BDGS) and OneAscent Large Cap Core ETF (OALC). 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.


BDGSOALCDifference

Sharpe ratio

Return per unit of total volatility

0.99

1.16

-0.17

Sortino ratio

Return per unit of downside risk

1.67

1.74

-0.07

Omega ratio

Gain probability vs. loss probability

1.28

1.25

+0.03

Calmar ratio

Return relative to maximum drawdown

1.80

1.94

-0.14

Martin ratio

Return relative to average drawdown

9.34

9.19

+0.15

BDGS vs. OALC - Sharpe Ratio Comparison

The current BDGS Sharpe Ratio is 0.99, which is comparable to the OALC Sharpe Ratio of 1.16. The chart below compares the historical Sharpe Ratios of BDGS and OALC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BDGSOALCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.99

1.16

-0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

1.51

0.45

+1.07

Correlation

The correlation between BDGS and OALC is 0.74, 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. OALC - Dividend Comparison

BDGS's dividend yield for the trailing twelve months is around 0.56%, less than OALC's 0.63% yield.


TTM20252024202320222021
BDGS
Bridges Capital Tactical ETF
0.56%0.55%1.81%0.84%0.00%0.00%
OALC
OneAscent Large Cap Core ETF
0.63%0.61%0.70%0.40%0.40%0.06%

Drawdowns

BDGS vs. OALC - Drawdown Comparison

The maximum BDGS drawdown since its inception was -9.12%, smaller than the maximum OALC drawdown of -26.82%. Use the drawdown chart below to compare losses from any high point for BDGS and OALC.


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Drawdown Indicators


BDGSOALCDifference

Max Drawdown

Largest peak-to-trough decline

-9.12%

-26.82%

+17.70%

Max Drawdown (1Y)

Largest decline over 1 year

-5.85%

-10.89%

+5.04%

Current Drawdown

Current decline from peak

-2.15%

-5.95%

+3.80%

Average Drawdown

Average peak-to-trough decline

-0.67%

-7.29%

+6.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.13%

2.30%

-1.17%

Volatility

BDGS vs. OALC - Volatility Comparison

The current volatility for Bridges Capital Tactical ETF (BDGS) is 3.39%, while OneAscent Large Cap Core ETF (OALC) has a volatility of 5.58%. This indicates that BDGS experiences smaller price fluctuations and is considered to be less risky than OALC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BDGSOALCDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.39%

5.58%

-2.19%

Volatility (6M)

Calculated over the trailing 6-month period

5.09%

10.09%

-5.00%

Volatility (1Y)

Calculated over the trailing 1-year period

10.70%

17.88%

-7.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.35%

17.41%

-9.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.35%

17.41%

-9.06%