BRCE vs. BDGS
BRCE (MFS Blended Research Core Equity ETF) and BDGS (Bridges Capital Tactical ETF) are both Large Cap Blend Equities funds. Both are actively managed. A 0.79 correlation means they provide meaningful diversification when combined. BRCE charges 0.24%/yr vs 0.87%/yr for BDGS.
Performance
BRCE vs. BDGS - Performance Comparison
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Returns By Period
In the year-to-date period, BRCE achieves a 12.37% return, which is significantly higher than BDGS's 5.56% return.
BRCE
- 1D
- 0.46%
- 1M
- 4.31%
- YTD
- 12.37%
- 6M
- 12.96%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BDGS
- 1D
- -0.07%
- 1M
- 1.33%
- YTD
- 5.56%
- 6M
- 5.60%
- 1Y
- 13.77%
- 3Y*
- 14.02%
- 5Y*
- —
- 10Y*
- —
BRCE vs. BDGS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BRCE MFS Blended Research Core Equity ETF | 12.37% | 2.68% |
BDGS Bridges Capital Tactical ETF | 5.56% | 1.44% |
Correlation
The correlation between BRCE and BDGS is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 23, 2025 | 0.79 |
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Return for Risk
BRCE vs. BDGS — Risk / Return Rank
BRCE
BDGS
BRCE vs. BDGS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Blended Research Core Equity ETF (BRCE) and Bridges Capital Tactical ETF (BDGS). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| BRCE | BDGS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.28 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.88 | 1.75 | +0.12 |
Drawdowns
BRCE vs. BDGS - Drawdown Comparison
The maximum BRCE drawdown since its inception was -8.77%, roughly equal to the maximum BDGS drawdown of -9.12%. Use the drawdown chart below to compare losses from any high point for BRCE and BDGS.
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Drawdown Indicators
| BRCE | BDGS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.77% | -9.12% | +0.35% |
Max Drawdown (1Y)Largest decline over 1 year | — | -4.03% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -9.12% | — |
Current DrawdownCurrent decline from peak | -0.39% | -0.89% | +0.50% |
Average DrawdownAverage peak-to-trough decline | -1.55% | -0.64% | -0.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.84% | — |
Volatility
BRCE vs. BDGS - Volatility Comparison
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Volatility by Period
| BRCE | BDGS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.13% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 4.74% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 14.11% | 6.08% | +8.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.11% | 8.20% | +5.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.11% | 8.20% | +5.91% |
BRCE vs. BDGS - Expense Ratio Comparison
BRCE has a 0.24% expense ratio, which is lower than BDGS's 0.87% expense ratio.
Dividends
BRCE vs. BDGS - Dividend Comparison
BRCE's dividend yield for the trailing twelve months is around 0.34%, less than BDGS's 0.52% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
BDGS Bridges Capital Tactical ETF | 0.52% | 0.55% | 1.81% | 0.84% |
BRCE MFS Blended Research Core Equity ETF | 0.34% | 0.19% | 0.00% | 0.00% |
Frequently Asked Questions
BRCE and BDGS have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BRCE is cheaper at 0.24% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BRCE is cheaper with a 0.24% expense ratio, compared with 0.87% for BDGS.
BDGS has the higher dividend yield at 0.52%, compared with 0.34% for BRCE.
They also come from different issuers: MFS and Bridges. Their fees differ too: 0.24% for BRCE and 0.87% for BDGS.
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