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CFCV vs. BDGS
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between CFCV and BDGS is 0.64, 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.


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.

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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

2.05%

1M

3.36%

6M

3.71%

1Y

17.24%

5Y*

N/A

10Y*

N/A

*Annualized

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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.


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 9393
Overall Rank
The Sharpe Ratio Rank of BDGS is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of BDGS is 9393
Sortino Ratio Rank
The Omega Ratio Rank of BDGS is 9696
Omega Ratio Rank
The Calmar Ratio Rank of BDGS is 9393
Calmar Ratio Rank
The Martin Ratio Rank of BDGS is 9393
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.



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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
1.02%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


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Volatility

CFCV vs. BDGS - Volatility Comparison


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