BWMX vs. BDGS
BWMX (Betterware de Mexico, S.A.B. de C.V.) is a stock, while BDGS (Bridges Capital Tactical ETF) is Large Cap Blend Equities fund actively managed by Bridges. Over the past 3 years, BWMX returned 22.77%/yr vs 14.02%/yr for BDGS. At a 0.20 correlation, their price movements are largely independent.
Performance
BWMX vs. BDGS - Performance Comparison
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Returns By Period
In the year-to-date period, BWMX achieves a 32.38% return, which is significantly higher than BDGS's 5.56% return.
BWMX
- 1D
- -2.16%
- 1M
- 7.24%
- YTD
- 32.38%
- 6M
- 31.18%
- 1Y
- 156.41%
- 3Y*
- 22.77%
- 5Y*
- -8.75%
- 10Y*
- —
BDGS
- 1D
- -0.07%
- 1M
- 1.33%
- YTD
- 5.56%
- 6M
- 5.60%
- 1Y
- 13.77%
- 3Y*
- 14.02%
- 5Y*
- —
- 10Y*
- —
BWMX vs. BDGS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BWMX Betterware de Mexico, S.A.B. de C.V. | 32.38% | 40.14% | -12.00% | 23.63% |
BDGS Bridges Capital Tactical ETF | 5.56% | 10.61% | 19.07% | 8.31% |
Correlation
The correlation between BWMX and BDGS is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since May 12, 2023 | 0.20 |
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Return for Risk
BWMX vs. BDGS — Risk / Return Rank
BWMX
BDGS
BWMX vs. BDGS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Betterware de Mexico, S.A.B. de C.V. (BWMX) 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.
| BWMX | BDGS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.26 | ||
| Sortino ratioReturn per unit of downside risk | +1.20 | ||
| Omega ratioGain probability vs. loss probability | 1.57 | 1.47 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 10.66 | 3.43 | +7.23 |
| Martin ratioReturn relative to average drawdown | 25.25 | 16.36 | +8.89 |
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
| BWMX | BDGS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.54 | 2.28 | +1.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.15 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 1.75 | -1.44 |
Drawdowns
BWMX vs. BDGS - Drawdown Comparison
The maximum BWMX drawdown since its inception was -85.67%, which is greater than BDGS's maximum drawdown of -9.12%. Use the drawdown chart below to compare losses from any high point for BWMX and BDGS.
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Drawdown Indicators
| BWMX | BDGS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.67% | -9.12% | -76.55% |
Max Drawdown (1Y)Largest decline over 1 year | -14.76% | -4.03% | -10.73% |
Max Drawdown (3Y)Largest decline over 3 years | -57.50% | -9.12% | -48.38% |
Max Drawdown (5Y)Largest decline over 5 years | -85.67% | — | — |
Current DrawdownCurrent decline from peak | -44.34% | -0.89% | -43.45% |
Average DrawdownAverage peak-to-trough decline | -51.41% | -0.64% | -50.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.22% | 0.84% | +5.38% |
Volatility
BWMX vs. BDGS - Volatility Comparison
Betterware de Mexico, S.A.B. de C.V. (BWMX) has a higher volatility of 9.25% compared to Bridges Capital Tactical ETF (BDGS) at 1.13%. This indicates that BWMX's price experiences larger fluctuations and is considered to be riskier than BDGS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BWMX | BDGS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.25% | 1.13% | +8.12% |
Volatility (6M)Calculated over the trailing 6-month period | 28.58% | 4.74% | +23.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 44.52% | 6.08% | +38.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 56.81% | 8.20% | +48.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 67.35% | 8.20% | +59.15% |
Dividends
BWMX vs. BDGS - Dividend Comparison
BWMX's dividend yield for the trailing twelve months is around 6.58%, more than BDGS's 0.52% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
BDGS Bridges Capital Tactical ETF | 0.52% | 0.55% | 1.81% | 0.84% | 0.00% | 0.00% | 0.00% |
BWMX Betterware de Mexico, S.A.B. de C.V. | 6.58% | 8.24% | 13.05% | 7.03% | 19.37% | 8.10% | 2.77% |
Frequently Asked Questions
BWMX and BDGS have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BWMX has higher volatility (9.25%) compared to BDGS (1.13%). In terms of maximum drawdown, BWMX dropped -85.67% vs BDGS's -9.12%.
BWMX currently has the higher Sharpe Ratio (3.54 vs 2.28), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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