DUSA vs. BDGS
Compare and contrast key facts about Davis Select U.S. Equity ETF (DUSA) and Bridges Capital Tactical ETF (BDGS).
DUSA and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DUSA is an actively managed fund by Davis Advisers. It was launched on Jan 11, 2017. 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: DUSA or BDGS.
Correlation
The correlation between DUSA and BDGS is 0.62, 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
DUSA vs. BDGS - Performance Comparison
Key characteristics
DUSA:
1.63
BDGS:
4.00
DUSA:
2.32
BDGS:
7.09
DUSA:
1.29
BDGS:
2.25
DUSA:
2.40
BDGS:
8.75
DUSA:
8.48
BDGS:
38.34
DUSA:
2.85%
BDGS:
0.55%
DUSA:
14.81%
BDGS:
5.24%
DUSA:
-36.71%
BDGS:
-5.38%
DUSA:
-0.37%
BDGS:
-0.02%
Returns By Period
In the year-to-date period, DUSA achieves a 9.17% return, which is significantly higher than BDGS's 2.70% return.
DUSA
9.17%
5.36%
14.89%
21.25%
12.71%
N/A
BDGS
2.70%
1.60%
9.74%
20.89%
N/A
N/A
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DUSA vs. BDGS - Expense Ratio Comparison
DUSA has a 0.62% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Risk-Adjusted Performance
DUSA vs. BDGS — Risk-Adjusted Performance Rank
DUSA
BDGS
DUSA vs. BDGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Davis Select U.S. Equity ETF (DUSA) 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
DUSA vs. BDGS - Dividend Comparison
DUSA's dividend yield for the trailing twelve months is around 0.78%, less than BDGS's 1.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
DUSA Davis Select U.S. Equity ETF | 0.78% | 0.85% | 3.37% | 1.21% | 1.12% | 0.51% | 1.12% | 2.77% | 0.68% |
BDGS Bridges Capital Tactical ETF | 1.76% | 1.81% | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DUSA vs. BDGS - Drawdown Comparison
The maximum DUSA drawdown since its inception was -36.71%, which is greater than BDGS's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for DUSA and BDGS. For additional features, visit the drawdowns tool.
Volatility
DUSA vs. BDGS - Volatility Comparison
Davis Select U.S. Equity ETF (DUSA) has a higher volatility of 3.19% compared to Bridges Capital Tactical ETF (BDGS) at 1.25%. This indicates that DUSA'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.