CFCV vs. BDGS
Compare and contrast key facts about ClearBridge Focus Value ESG ETF (CFCV) and Bridges Capital Tactical ETF (BDGS).
CFCV and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CFCV is an actively managed fund by Franklin Templeton. It was launched on May 27, 2020. BDGS is an actively managed fund by Bridges. It was launched on May 10, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CFCV or BDGS.
Performance
CFCV vs. BDGS - Performance Comparison
Returns By Period
In the year-to-date period, CFCV achieves a 7.49% return, which is significantly lower than BDGS's 16.97% return.
CFCV
7.49%
-0.43%
5.32%
14.94%
N/A
N/A
BDGS
16.97%
2.70%
12.79%
18.92%
N/A
N/A
Key characteristics
| CFCV | BDGS | |
|---|---|---|
| Sharpe Ratio | 1.76 | 4.10 |
| Sortino Ratio | 2.38 | 7.83 |
| Omega Ratio | 1.32 | 2.51 |
| Calmar Ratio | 2.72 | 7.50 |
| Martin Ratio | 6.55 | 45.30 |
| Ulcer Index | 2.87% | 0.39% |
| Daily Std Dev | 10.67% | 4.36% |
| Max Drawdown | -23.71% | -5.38% |
| Current Drawdown | -0.43% | -0.75% |
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CFCV vs. BDGS - Expense Ratio Comparison
CFCV has a 0.49% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Correlation
The correlation between CFCV and BDGS is 0.54, 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.
Risk-Adjusted Performance
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.
Dividends
CFCV vs. BDGS - Dividend Comparison
CFCV's dividend yield for the trailing twelve months is around 1.65%, more than BDGS's 0.72% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
CFCV ClearBridge Focus Value ESG ETF | 1.65% | 1.37% | 2.78% | 4.94% | 1.76% |
BDGS Bridges Capital Tactical ETF | 0.72% | 0.84% | 0.00% | 0.00% | 0.00% |
Drawdowns
CFCV vs. BDGS - Drawdown Comparison
The maximum CFCV drawdown since its inception was -23.71%, which is greater than BDGS's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for CFCV and BDGS. For additional features, visit the drawdowns tool.
Volatility
CFCV vs. BDGS - Volatility Comparison
The current volatility for ClearBridge Focus Value ESG ETF (CFCV) is 0.11%, while Bridges Capital Tactical ETF (BDGS) has a volatility of 2.48%. 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.