CPTL vs. BDGS

Last updated Jul 23, 2026

CPTL (Global X Morningstar Capital Allocation Leaders ETF) and BDGS (Bridges Capital Tactical ETF) are both Large Cap Blend Equities funds. CPTL is passively managed, while BDGS is actively managed. CPTL charges 0.35%/yr vs 0.87%/yr for BDGS.

Performance

CPTL vs. BDGS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X Morningstar Capital Allocation Leaders ETF (CPTL) and Bridges Capital Tactical ETF (BDGS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

CPTL

• 1D: -0.24%
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

BDGS

• 1D: -0.12%
• 1M: 0.82%
• 6M: 5.40%
• YTD: 5.42%
• 1Y: 10.92%
• 3Y*: 13.69%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 13.58%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
BDGS Bridges Capital Tactical ETF	$24.24K	$265.01K	$191.71K
CPTL Global X Morningstar Capital Allocation Leaders ETF	$950.92K	$950.92K	$950.92K

CPTL vs. BDGS - Yearly Performance Comparison

	2026 (YTD)
CPTL Global X Morningstar Capital Allocation Leaders ETF	-0.24%
BDGS Bridges Capital Tactical ETF	-0.12%

Return for Risk

CPTL vs. BDGS — Risk / Return Rank

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

CPTL

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

BDGS

BDGS Risk / Return Rank: 74
BDGS Sharpe Ratio Rank: 70
BDGS Sortino Ratio Rank: 75
BDGS Omega Ratio Rank: 76
BDGS Calmar Ratio Rank: 71
BDGS Martin Ratio Rank: 78

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CPTL vs. BDGS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X Morningstar Capital Allocation Leaders ETF (CPTL) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	CPTL	BDGS	Difference
Sharpe ratio: Return per unit of total volatility	—	1.72	—
Sortino ratio: Return per unit of downside risk	—	2.58	—
Omega ratio: Gain probability vs. loss probability	—	1.34	—
Calmar ratio: Return relative to maximum drawdown	—	2.72	—
Martin ratio: Return relative to average drawdown	—	11.00	—

Drawdowns

CPTL vs. BDGS - Drawdown Comparison

The maximum CPTL drawdown since its inception was -0.24%, smaller than the maximum BDGS drawdown of -9.12%. Use the drawdown chart below to compare losses from any high point for CPTL and BDGS.

Drawdown Indicators

	CPTL	BDGS	Difference
Max Drawdown Largest peak-to-trough decline	-0.24%	-9.12%	+8.88%
Max Drawdown (1Y) Largest decline over 1 year	—	-4.03%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-9.12%	—
Current Drawdown Current decline from peak	-0.24%	-1.03%	+0.79%
Average Drawdown Average peak-to-trough decline	-0.24%	-0.67%	+0.43%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.00%	—

Volatility

Volatility by Period

	CPTL	BDGS	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.55%	—
Volatility (6M) Calculated over the trailing 6-month period	—	5.32%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	6.39%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	8.16%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	8.16%	—

CPTL vs. BDGS - Expense Ratio Comparison

CPTL has a 0.35% expense ratio, which is lower than BDGS's 0.87% expense ratio.

Dividends

CPTL vs. BDGS - Dividend Comparison

CPTL has not paid dividends to shareholders, while BDGS's dividend yield for the trailing twelve months is around 0.52%.

Position	TTM	2025	2024	2023
BDGS Bridges Capital Tactical ETF	0.52%	0.55%	1.81%	0.84%
CPTL Global X Morningstar Capital Allocation Leaders ETF	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Which ETF is better, CPTL or BDGS?

On fees, CPTL is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, CPTL or BDGS?

CPTL is cheaper with a 0.35% expense ratio, compared with 0.87% for BDGS.

Which ETF pays a higher dividend yield, CPTL or BDGS?

BDGS has the higher dividend yield at 0.52%, compared with 0.00% for CPTL.

What is the main difference between CPTL and BDGS?

They also come from different issuers: Global X and Bridges. Their fees differ too: 0.35% for CPTL and 0.87% for BDGS.