FMCX vs. BDGS
Compare and contrast key facts about FMC Excelsior Focus Equity ETF (FMCX) and Bridges Capital Tactical ETF (BDGS).
FMCX and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FMCX is an actively managed fund by First Manhattan. It was launched on Apr 22, 2022. 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: FMCX or BDGS.
Correlation
The correlation between FMCX and BDGS is 0.69, 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
FMCX vs. BDGS - Performance Comparison
Key characteristics
FMCX:
1.45
BDGS:
3.96
FMCX:
1.99
BDGS:
7.03
FMCX:
1.25
BDGS:
2.23
FMCX:
2.85
BDGS:
8.68
FMCX:
8.65
BDGS:
38.02
FMCX:
2.21%
BDGS:
0.55%
FMCX:
13.21%
BDGS:
5.25%
FMCX:
-17.33%
BDGS:
-5.38%
FMCX:
-1.56%
BDGS:
-0.15%
Returns By Period
In the year-to-date period, FMCX achieves a 3.47% return, which is significantly higher than BDGS's 2.55% return.
FMCX
3.47%
1.17%
9.91%
18.76%
N/A
N/A
BDGS
2.55%
0.87%
9.10%
20.72%
N/A
N/A
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FMCX vs. BDGS - Expense Ratio Comparison
FMCX has a 0.70% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Risk-Adjusted Performance
FMCX vs. BDGS — Risk-Adjusted Performance Rank
FMCX
BDGS
FMCX vs. BDGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FMC Excelsior Focus Equity ETF (FMCX) 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
FMCX vs. BDGS - Dividend Comparison
FMCX's dividend yield for the trailing twelve months is around 2.04%, more than BDGS's 1.77% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
FMCX FMC Excelsior Focus Equity ETF | 2.04% | 2.12% | 1.34% | 1.19% |
BDGS Bridges Capital Tactical ETF | 1.77% | 1.81% | 0.84% | 0.00% |
Drawdowns
FMCX vs. BDGS - Drawdown Comparison
The maximum FMCX drawdown since its inception was -17.33%, which is greater than BDGS's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for FMCX and BDGS. For additional features, visit the drawdowns tool.
Volatility
FMCX vs. BDGS - Volatility Comparison
FMC Excelsior Focus Equity ETF (FMCX) has a higher volatility of 3.76% compared to Bridges Capital Tactical ETF (BDGS) at 1.22%. This indicates that FMCX'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.