ESMV vs. BDGS
Compare and contrast key facts about iShares ESG MSCI USA Min Vol Factor ETF (ESMV) and Bridges Capital Tactical ETF (BDGS).
ESMV and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ESMV is a passively managed fund by iShares that tracks the performance of the MSCI USA Minimum Volatility Extended ESG Reduced Carbon Target Index - Benchmark TR Gross. It was launched on Nov 2, 2021. 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: ESMV or BDGS.
Correlation
The correlation between ESMV and BDGS is 0.56, 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
ESMV vs. BDGS - Performance Comparison
Key characteristics
ESMV:
1.64
BDGS:
4.00
ESMV:
2.29
BDGS:
7.08
ESMV:
1.29
BDGS:
2.24
ESMV:
2.02
BDGS:
8.75
ESMV:
6.12
BDGS:
38.33
ESMV:
2.48%
BDGS:
0.55%
ESMV:
9.27%
BDGS:
5.24%
ESMV:
-19.77%
BDGS:
-5.38%
ESMV:
-2.19%
BDGS:
0.00%
Returns By Period
In the year-to-date period, ESMV achieves a 4.59% return, which is significantly higher than BDGS's 2.71% return.
ESMV
4.59%
2.83%
4.28%
15.75%
N/A
N/A
BDGS
2.71%
1.02%
9.23%
20.89%
N/A
N/A
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ESMV vs. BDGS - Expense Ratio Comparison
ESMV has a 0.18% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Risk-Adjusted Performance
ESMV vs. BDGS — Risk-Adjusted Performance Rank
ESMV
BDGS
ESMV vs. BDGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG MSCI USA Min Vol Factor ETF (ESMV) 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
ESMV vs. BDGS - Dividend Comparison
ESMV's dividend yield for the trailing twelve months is around 1.64%, less than BDGS's 1.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
ESMV iShares ESG MSCI USA Min Vol Factor ETF | 1.64% | 1.72% | 1.75% | 1.66% | 0.24% |
BDGS Bridges Capital Tactical ETF | 1.76% | 1.81% | 0.84% | 0.00% | 0.00% |
Drawdowns
ESMV vs. BDGS - Drawdown Comparison
The maximum ESMV drawdown since its inception was -19.77%, which is greater than BDGS's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for ESMV and BDGS. For additional features, visit the drawdowns tool.
Volatility
ESMV vs. BDGS - Volatility Comparison
iShares ESG MSCI USA Min Vol Factor ETF (ESMV) has a higher volatility of 2.40% compared to Bridges Capital Tactical ETF (BDGS) at 0.93%. This indicates that ESMV'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.