Correlation
The correlation between EQTY and BDGS is 0.78, 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.
EQTY vs. BDGS
Compare and contrast key facts about Kovitz Core Equity ETF (EQTY) and Bridges Capital Tactical ETF (BDGS).
EQTY and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EQTY is a passively managed fund by Kovitz that tracks the performance of the NONE. It was launched on Dec 28, 2011. 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: EQTY or BDGS.
Performance
EQTY vs. BDGS - Performance Comparison
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Key characteristics
EQTY:
0.77
BDGS:
1.49
EQTY:
1.07
BDGS:
2.34
EQTY:
1.15
BDGS:
1.43
EQTY:
0.70
BDGS:
1.86
EQTY:
2.52
BDGS:
8.69
EQTY:
4.80%
BDGS:
1.95%
EQTY:
17.74%
BDGS:
11.54%
EQTY:
-17.28%
BDGS:
-9.12%
EQTY:
-5.32%
BDGS:
-0.62%
Returns By Period
In the year-to-date period, EQTY achieves a 0.34% return, which is significantly lower than BDGS's 2.08% return.
EQTY
0.34%
4.61%
-2.27%
13.51%
N/A
N/A
N/A
BDGS
2.08%
2.34%
2.66%
17.07%
N/A
N/A
N/A
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EQTY vs. BDGS - Expense Ratio Comparison
EQTY has a 0.99% expense ratio, which is higher than BDGS's 0.85% expense ratio.
Risk-Adjusted Performance
EQTY vs. BDGS — Risk-Adjusted Performance Rank
EQTY
BDGS
EQTY vs. BDGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Kovitz Core Equity ETF (EQTY) 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
EQTY vs. BDGS - Dividend Comparison
EQTY's dividend yield for the trailing twelve months is around 0.33%, less than BDGS's 1.77% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
EQTY Kovitz Core Equity ETF | 0.33% | 0.33% | 0.26% | 0.08% |
BDGS Bridges Capital Tactical ETF | 1.77% | 1.81% | 0.84% | 0.00% |
Drawdowns
EQTY vs. BDGS - Drawdown Comparison
The maximum EQTY drawdown since its inception was -17.28%, which is greater than BDGS's maximum drawdown of -9.12%. Use the drawdown chart below to compare losses from any high point for EQTY and BDGS.
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Volatility
EQTY vs. BDGS - Volatility Comparison
Kovitz Core Equity ETF (EQTY) has a higher volatility of 4.59% compared to Bridges Capital Tactical ETF (BDGS) at 1.23%. This indicates that EQTY'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.
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