FDWM vs. BDGS
Compare and contrast key facts about Fidelity Women's Leadership ETF (FDWM) and Bridges Capital Tactical ETF (BDGS).
FDWM and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FDWM is a passively managed fund by Fidelity that tracks the performance of the Russell 3000. It was launched on Jun 15, 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: FDWM or BDGS.
Performance
FDWM vs. BDGS - Performance Comparison
Returns By Period
In the year-to-date period, FDWM achieves a 14.38% return, which is significantly lower than BDGS's 16.97% return.
FDWM
14.38%
0.20%
5.19%
23.55%
N/A
N/A
BDGS
16.97%
2.70%
12.79%
18.92%
N/A
N/A
Key characteristics
| FDWM | BDGS | |
|---|---|---|
| Sharpe Ratio | 1.72 | 4.10 |
| Sortino Ratio | 2.34 | 7.83 |
| Omega Ratio | 1.30 | 2.51 |
| Calmar Ratio | 2.08 | 7.50 |
| Martin Ratio | 9.31 | 45.30 |
| Ulcer Index | 2.47% | 0.39% |
| Daily Std Dev | 13.36% | 4.36% |
| Max Drawdown | -29.13% | -5.38% |
| Current Drawdown | -1.84% | -0.75% |
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FDWM vs. BDGS - Expense Ratio Comparison
FDWM has a 0.59% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Correlation
The correlation between FDWM and BDGS is 0.70, 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.
Risk-Adjusted Performance
FDWM vs. BDGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Women's Leadership ETF (FDWM) 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
FDWM vs. BDGS - Dividend Comparison
FDWM's dividend yield for the trailing twelve months is around 0.60%, less than BDGS's 0.72% yield.
| TTM | 2023 | 2022 | 2021 | |
|---|---|---|---|---|
FDWM Fidelity Women's Leadership ETF | 0.60% | 0.80% | 0.90% | 0.19% |
BDGS Bridges Capital Tactical ETF | 0.72% | 0.84% | 0.00% | 0.00% |
Drawdowns
FDWM vs. BDGS - Drawdown Comparison
The maximum FDWM drawdown since its inception was -29.13%, which is greater than BDGS's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for FDWM and BDGS. For additional features, visit the drawdowns tool.
Volatility
FDWM vs. BDGS - Volatility Comparison
Fidelity Women's Leadership ETF (FDWM) has a higher volatility of 3.82% compared to Bridges Capital Tactical ETF (BDGS) at 2.48%. This indicates that FDWM'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.