INAV vs. BDGS
Compare and contrast key facts about Mohr Industry Nav ETF (INAV) and Bridges Capital Tactical ETF (BDGS).
INAV and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. INAV is an actively managed fund by Mohr Funds. It was launched on Jan 24, 2024. 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: INAV or BDGS.
Correlation
The correlation between INAV and BDGS is 0.41, 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
INAV vs. BDGS - Performance Comparison
Key characteristics
Returns By Period
INAV
N/A
N/A
N/A
N/A
N/A
N/A
BDGS
2.55%
0.87%
9.10%
20.72%
N/A
N/A
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INAV vs. BDGS - Expense Ratio Comparison
INAV has a 1.20% expense ratio, which is higher than BDGS's 0.85% expense ratio.
Risk-Adjusted Performance
INAV vs. BDGS — Risk-Adjusted Performance Rank
INAV
BDGS
INAV vs. BDGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Mohr Industry Nav ETF (INAV) 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
INAV vs. BDGS - Dividend Comparison
INAV has not paid dividends to shareholders, while BDGS's dividend yield for the trailing twelve months is around 1.77%.
| TTM | 2024 | 2023 | |
|---|---|---|---|
INAV Mohr Industry Nav ETF | 0.00% | 0.00% | 0.00% |
BDGS Bridges Capital Tactical ETF | 1.77% | 1.81% | 0.84% |
Drawdowns
INAV vs. BDGS - Drawdown Comparison
Volatility
INAV vs. BDGS - Volatility Comparison
The current volatility for Mohr Industry Nav ETF (INAV) is 0.00%, while Bridges Capital Tactical ETF (BDGS) has a volatility of 1.22%. This indicates that INAV experiences smaller price fluctuations and is considered to be less risky than BDGS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.