CACG vs. BCD
Compare and contrast key facts about ClearBridge All Cap Growth ESG ETF (CACG) and abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD).
CACG and BCD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CACG is an actively managed fund by Franklin Templeton. It was launched on May 3, 2017. BCD is an actively managed fund by Abrdn Plc. It was launched on Mar 30, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CACG or BCD.
Key characteristics
| CACG | BCD | |
|---|---|---|
| YTD Return | 6.31% | 5.98% |
| 1Y Return | 35.33% | 5.85% |
| 3Y Return (Ann) | 5.58% | 9.43% |
| 5Y Return (Ann) | 11.83% | 10.65% |
| Sharpe Ratio | 2.30 | 0.49 |
| Daily Std Dev | 15.24% | 12.21% |
| Max Drawdown | -34.36% | -29.79% |
| Current Drawdown | -4.39% | -15.64% |
Correlation
The correlation between CACG and BCD is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CACG vs. BCD - Performance Comparison
In the year-to-date period, CACG achieves a 6.31% return, which is significantly higher than BCD's 5.98% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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CACG vs. BCD - Expense Ratio Comparison
CACG has a 0.53% expense ratio, which is higher than BCD's 0.29% expense ratio.
Risk-Adjusted Performance
CACG vs. BCD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge All Cap Growth ESG ETF (CACG) and abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD). 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
CACG vs. BCD - Dividend Comparison
CACG's dividend yield for the trailing twelve months is around 0.32%, less than BCD's 4.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
CACG ClearBridge All Cap Growth ESG ETF | 0.32% | 0.34% | 7.29% | 2.92% | 0.47% | 0.75% | 0.68% | 0.24% |
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF | 4.26% | 4.51% | 5.21% | 8.30% | 1.29% | 1.55% | 1.59% | 0.07% |
Drawdowns
CACG vs. BCD - Drawdown Comparison
The maximum CACG drawdown since its inception was -34.36%, which is greater than BCD's maximum drawdown of -29.79%. Use the drawdown chart below to compare losses from any high point for CACG and BCD. For additional features, visit the drawdowns tool.
Volatility
CACG vs. BCD - Volatility Comparison
ClearBridge All Cap Growth ESG ETF (CACG) has a higher volatility of 5.15% compared to abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) at 2.68%. This indicates that CACG's price experiences larger fluctuations and is considered to be riskier than BCD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.