GDIV vs. BDGS
Compare and contrast key facts about Harbor Dividend Growth Leaders ETF (GDIV) and Bridges Capital Tactical ETF (BDGS).
GDIV and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. GDIV is an actively managed fund by Harbor. It was launched on Jul 26, 2013. 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: GDIV or BDGS.
Key characteristics
| GDIV | BDGS | |
|---|---|---|
| YTD Return | 17.43% | 17.11% |
| 1Y Return | 27.39% | 22.64% |
| Sharpe Ratio | 2.34 | 4.13 |
| Sortino Ratio | 3.24 | 9.13 |
| Omega Ratio | 1.42 | 2.77 |
| Calmar Ratio | 3.89 | 9.41 |
| Martin Ratio | 14.33 | 58.00 |
| Ulcer Index | 1.93% | 0.39% |
| Daily Std Dev | 11.82% | 5.44% |
| Max Drawdown | -15.07% | -5.38% |
| Current Drawdown | -0.16% | 0.00% |
Correlation
The correlation between GDIV and BDGS is 0.65, 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
GDIV vs. BDGS - Performance Comparison
The year-to-date returns for both stocks are quite close, with GDIV having a 17.43% return and BDGS slightly lower at 17.11%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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GDIV vs. BDGS - Expense Ratio Comparison
GDIV has a 0.50% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Risk-Adjusted Performance
GDIV vs. BDGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Dividend Growth Leaders ETF (GDIV) 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
GDIV vs. BDGS - Dividend Comparison
GDIV's dividend yield for the trailing twelve months is around 1.37%, more than BDGS's 0.72% yield.
| TTM | 2023 | 2022 | |
|---|---|---|---|
GDIV Harbor Dividend Growth Leaders ETF | 1.37% | 2.28% | 9.85% |
BDGS Bridges Capital Tactical ETF | 0.72% | 0.84% | 0.00% |
Drawdowns
GDIV vs. BDGS - Drawdown Comparison
The maximum GDIV drawdown since its inception was -15.07%, which is greater than BDGS's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for GDIV and BDGS. For additional features, visit the drawdowns tool.
Volatility
GDIV vs. BDGS - Volatility Comparison
Harbor Dividend Growth Leaders ETF (GDIV) has a higher volatility of 4.07% compared to Bridges Capital Tactical ETF (BDGS) at 2.31%. This indicates that GDIV'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.