Correlation
The correlation between FDCE 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.
FDCE vs. BDGS
Compare and contrast key facts about Foundations Dynamic Core ETF (FDCE) and Bridges Capital Tactical ETF (BDGS).
FDCE and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FDCE is an actively managed fund by Foundations. It was launched on Oct 2, 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: FDCE or BDGS.
Performance
FDCE vs. BDGS - Performance Comparison
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Key characteristics
FDCE:
0.43
BDGS:
1.49
FDCE:
0.68
BDGS:
2.34
FDCE:
1.09
BDGS:
1.43
FDCE:
0.37
BDGS:
1.86
FDCE:
1.23
BDGS:
8.69
FDCE:
5.81%
BDGS:
1.95%
FDCE:
18.80%
BDGS:
11.54%
FDCE:
-19.57%
BDGS:
-9.12%
FDCE:
-6.51%
BDGS:
-0.62%
Returns By Period
In the year-to-date period, FDCE achieves a -1.66% return, which is significantly lower than BDGS's 2.08% return.
FDCE
-1.66%
4.69%
-6.09%
7.27%
N/A
N/A
N/A
BDGS
2.08%
1.96%
2.66%
16.98%
N/A
N/A
N/A
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FDCE vs. BDGS - Expense Ratio Comparison
FDCE has a 0.79% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Risk-Adjusted Performance
FDCE vs. BDGS — Risk-Adjusted Performance Rank
FDCE
BDGS
FDCE vs. BDGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Foundations Dynamic Core ETF (FDCE) 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
FDCE vs. BDGS - Dividend Comparison
FDCE's dividend yield for the trailing twelve months is around 0.63%, less than BDGS's 1.77% yield.
| TTM | 2024 | 2023 | |
|---|---|---|---|
FDCE Foundations Dynamic Core ETF | 0.63% | 0.62% | 0.22% |
BDGS Bridges Capital Tactical ETF | 1.77% | 1.81% | 0.84% |
Drawdowns
FDCE vs. BDGS - Drawdown Comparison
The maximum FDCE drawdown since its inception was -19.57%, which is greater than BDGS's maximum drawdown of -9.12%. Use the drawdown chart below to compare losses from any high point for FDCE and BDGS.
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Volatility
FDCE vs. BDGS - Volatility Comparison
Foundations Dynamic Core ETF (FDCE) has a higher volatility of 4.71% compared to Bridges Capital Tactical ETF (BDGS) at 1.23%. This indicates that FDCE'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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