PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
CFCV vs. BDGS
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between CFCV and BDGS is 0.49, 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.


-0.50.00.51.00.5

Performance

CFCV vs. BDGS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ClearBridge Focus Value ESG ETF (CFCV) and Bridges Capital Tactical ETF (BDGS). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%AugustSeptemberOctoberNovemberDecember2025
3.53%
10.17%
CFCV
BDGS

Key characteristics

Returns By Period


CFCV

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

BDGS

YTD

2.24%

1M

1.29%

6M

10.17%

1Y

20.70%

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


CFCV vs. BDGS - Expense Ratio Comparison

CFCV has a 0.49% expense ratio, which is lower than BDGS's 0.85% expense ratio.


BDGS
Bridges Capital Tactical ETF
Expense ratio chart for BDGS: current value at 0.85% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.85%
Expense ratio chart for CFCV: current value at 0.49% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.49%

Risk-Adjusted Performance

CFCV vs. BDGS — Risk-Adjusted Performance Rank

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

CFCV
The Risk-Adjusted Performance Rank of CFCV is 5858
Overall Rank
The Sharpe Ratio Rank of CFCV is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of CFCV is 5757
Sortino Ratio Rank
The Omega Ratio Rank of CFCV is 5858
Omega Ratio Rank
The Calmar Ratio Rank of CFCV is 6868
Calmar Ratio Rank
The Martin Ratio Rank of CFCV is 4747
Martin Ratio Rank

BDGS
The Risk-Adjusted Performance Rank of BDGS is 9898
Overall Rank
The Sharpe Ratio Rank of BDGS is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of BDGS is 9898
Sortino Ratio Rank
The Omega Ratio Rank of BDGS is 9898
Omega Ratio Rank
The Calmar Ratio Rank of BDGS is 9898
Calmar Ratio Rank
The Martin Ratio Rank of BDGS is 9898
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

CFCV vs. BDGS - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for ClearBridge Focus Value ESG ETF (CFCV) 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.


Sharpe ratio
The chart of Sharpe ratio for CFCV, currently valued at 0.92, compared to the broader market0.002.004.000.924.00
The chart of Sortino ratio for CFCV, currently valued at 1.27, compared to the broader market0.005.0010.001.277.09
The chart of Omega ratio for CFCV, currently valued at 1.19, compared to the broader market0.501.001.502.002.503.001.192.25
The chart of Calmar ratio for CFCV, currently valued at 1.27, compared to the broader market0.005.0010.0015.0020.001.278.75
The chart of Martin ratio for CFCV, currently valued at 3.11, compared to the broader market0.0020.0040.0060.0080.00100.003.1138.59
CFCV
BDGS


Rolling 12-month Sharpe Ratio1.002.003.004.005.00AugustSeptemberOctoberNovemberDecember2025
0.92
4.00
CFCV
BDGS

Dividends

CFCV vs. BDGS - Dividend Comparison

CFCV has not paid dividends to shareholders, while BDGS's dividend yield for the trailing twelve months is around 1.77%.


TTM20242023202220212020
CFCV
ClearBridge Focus Value ESG ETF
1.22%1.22%1.37%2.78%4.94%1.76%
BDGS
Bridges Capital Tactical ETF
1.77%1.81%0.84%0.00%0.00%0.00%

Drawdowns

CFCV vs. BDGS - Drawdown Comparison


-7.00%-6.00%-5.00%-4.00%-3.00%-2.00%-1.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-0.43%
-0.46%
CFCV
BDGS

Volatility

CFCV vs. BDGS - Volatility Comparison

The current volatility for ClearBridge Focus Value ESG ETF (CFCV) is 0.00%, while Bridges Capital Tactical ETF (BDGS) has a volatility of 2.81%. This indicates that CFCV experiences smaller price fluctuations and is considered to be less risky than BDGS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%1.00%2.00%3.00%4.00%5.00%AugustSeptemberOctoberNovemberDecember20250
2.81%
CFCV
BDGS
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab