FCFY vs. BDGS
Compare and contrast key facts about First Trust S&P 500 Diversified Free Cash Flow ETF (FCFY) and Bridges Capital Tactical ETF (BDGS).
FCFY and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FCFY is a passively managed fund by First Trust that tracks the performance of the S&P 500 Sector-Neutral FCF Index - Benchmark TR Gross. It was launched on Aug 22, 2023. 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: FCFY or BDGS.
Correlation
The correlation between FCFY and BDGS is 0.61, 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
FCFY vs. BDGS - Performance Comparison
Key characteristics
FCFY:
1.27
BDGS:
3.97
FCFY:
1.85
BDGS:
7.04
FCFY:
1.23
BDGS:
2.23
FCFY:
2.20
BDGS:
8.70
FCFY:
4.99
BDGS:
38.12
FCFY:
3.30%
BDGS:
0.55%
FCFY:
13.01%
BDGS:
5.24%
FCFY:
-8.86%
BDGS:
-5.38%
FCFY:
-0.60%
BDGS:
-0.09%
Returns By Period
In the year-to-date period, FCFY achieves a 5.39% return, which is significantly higher than BDGS's 2.62% return.
FCFY
5.39%
0.86%
8.34%
16.82%
N/A
N/A
BDGS
2.62%
0.22%
9.20%
20.60%
N/A
N/A
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FCFY vs. BDGS - Expense Ratio Comparison
FCFY has a 0.60% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Risk-Adjusted Performance
FCFY vs. BDGS — Risk-Adjusted Performance Rank
FCFY
BDGS
FCFY vs. BDGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust S&P 500 Diversified Free Cash Flow ETF (FCFY) 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
FCFY vs. BDGS - Dividend Comparison
FCFY's dividend yield for the trailing twelve months is around 1.68%, less than BDGS's 1.76% yield.
| TTM | 2024 | 2023 | |
|---|---|---|---|
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF | 1.68% | 1.77% | 0.73% |
BDGS Bridges Capital Tactical ETF | 1.76% | 1.81% | 0.84% |
Drawdowns
FCFY vs. BDGS - Drawdown Comparison
The maximum FCFY drawdown since its inception was -8.86%, which is greater than BDGS's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for FCFY and BDGS. For additional features, visit the drawdowns tool.
Volatility
FCFY vs. BDGS - Volatility Comparison
First Trust S&P 500 Diversified Free Cash Flow ETF (FCFY) has a higher volatility of 2.73% compared to Bridges Capital Tactical ETF (BDGS) at 0.62%. This indicates that FCFY'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.