HUSV vs. BDGS
Compare and contrast key facts about First Trust Horizon Managed Volatility Domestic ETF (HUSV) and Bridges Capital Tactical ETF (BDGS).
HUSV and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HUSV is an actively managed fund by First Trust. It was launched on Aug 24, 2016. 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: HUSV or BDGS.
Correlation
The correlation between HUSV and BDGS is 0.42, 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
HUSV vs. BDGS - Performance Comparison
Key characteristics
HUSV:
1.80
BDGS:
3.97
HUSV:
2.56
BDGS:
7.04
HUSV:
1.31
BDGS:
2.23
HUSV:
2.27
BDGS:
8.70
HUSV:
7.03
BDGS:
38.12
HUSV:
2.35%
BDGS:
0.55%
HUSV:
9.18%
BDGS:
5.24%
HUSV:
-35.72%
BDGS:
-5.38%
HUSV:
0.00%
BDGS:
-0.09%
Returns By Period
In the year-to-date period, HUSV achieves a 6.32% return, which is significantly higher than BDGS's 2.62% return.
HUSV
6.32%
3.28%
6.83%
15.92%
8.12%
N/A
BDGS
2.62%
0.22%
9.20%
20.60%
N/A
N/A
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HUSV vs. BDGS - Expense Ratio Comparison
HUSV has a 0.70% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Risk-Adjusted Performance
HUSV vs. BDGS — Risk-Adjusted Performance Rank
HUSV
BDGS
HUSV vs. BDGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Horizon Managed Volatility Domestic ETF (HUSV) 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
HUSV vs. BDGS - Dividend Comparison
HUSV's dividend yield for the trailing twelve months is around 1.07%, less than BDGS's 1.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
HUSV First Trust Horizon Managed Volatility Domestic ETF | 1.07% | 1.14% | 1.80% | 1.67% | 1.35% | 1.29% | 1.36% | 1.48% | 1.31% | 0.35% |
BDGS Bridges Capital Tactical ETF | 1.76% | 1.81% | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HUSV vs. BDGS - Drawdown Comparison
The maximum HUSV drawdown since its inception was -35.72%, which is greater than BDGS's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for HUSV and BDGS. For additional features, visit the drawdowns tool.
Volatility
HUSV vs. BDGS - Volatility Comparison
First Trust Horizon Managed Volatility Domestic ETF (HUSV) has a higher volatility of 2.38% compared to Bridges Capital Tactical ETF (BDGS) at 0.62%. This indicates that HUSV'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.