DFSU vs. BDGS
Compare and contrast key facts about Dimensional US Sustainability Core 1 ETF (DFSU) and Bridges Capital Tactical ETF (BDGS).
DFSU and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFSU is an actively managed fund by Dimensional. It was launched on Nov 1, 2022. 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: DFSU or BDGS.
Correlation
The correlation between DFSU and BDGS is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DFSU vs. BDGS - Performance Comparison
Key characteristics
DFSU:
1.63
BDGS:
4.00
DFSU:
2.27
BDGS:
7.08
DFSU:
1.30
BDGS:
2.24
DFSU:
2.65
BDGS:
8.75
DFSU:
9.16
BDGS:
38.33
DFSU:
2.35%
BDGS:
0.55%
DFSU:
13.25%
BDGS:
5.24%
DFSU:
-11.40%
BDGS:
-5.38%
DFSU:
-0.33%
BDGS:
0.00%
Returns By Period
In the year-to-date period, DFSU achieves a 4.44% return, which is significantly higher than BDGS's 2.71% return.
DFSU
4.44%
2.20%
9.69%
23.27%
N/A
N/A
BDGS
2.71%
1.02%
9.23%
20.89%
N/A
N/A
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DFSU vs. BDGS - Expense Ratio Comparison
DFSU has a 0.18% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Risk-Adjusted Performance
DFSU vs. BDGS — Risk-Adjusted Performance Rank
DFSU
BDGS
DFSU vs. BDGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional US Sustainability Core 1 ETF (DFSU) 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
DFSU vs. BDGS - Dividend Comparison
DFSU's dividend yield for the trailing twelve months is around 0.91%, less than BDGS's 1.76% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
DFSU Dimensional US Sustainability Core 1 ETF | 0.91% | 0.96% | 1.03% | 0.21% |
BDGS Bridges Capital Tactical ETF | 1.76% | 1.81% | 0.84% | 0.00% |
Drawdowns
DFSU vs. BDGS - Drawdown Comparison
The maximum DFSU drawdown since its inception was -11.40%, which is greater than BDGS's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for DFSU and BDGS. For additional features, visit the drawdowns tool.
Volatility
DFSU vs. BDGS - Volatility Comparison
Dimensional US Sustainability Core 1 ETF (DFSU) has a higher volatility of 3.01% compared to Bridges Capital Tactical ETF (BDGS) at 0.93%. This indicates that DFSU's price experiences larger fluctuations and is considered to be riskier than BDGS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.