IWB vs. BDGS
Compare and contrast key facts about iShares Russell 1000 ETF (IWB) and Bridges Capital Tactical ETF (BDGS).
IWB and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IWB is a passively managed fund by iShares that tracks the performance of the Russell 1000 Index. It was launched on May 15, 2000. BDGS is an actively managed fund by Bridges. It was launched on May 10, 2023.
Performance
IWB vs. BDGS - Performance Comparison
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IWB vs. BDGS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IWB iShares Russell 1000 ETF | -4.29% | 17.18% | 24.32% | 17.27% |
BDGS Bridges Capital Tactical ETF | -0.87% | 10.61% | 19.07% | 8.31% |
Returns By Period
In the year-to-date period, IWB achieves a -4.29% return, which is significantly lower than BDGS's -0.87% return.
IWB
- 1D
- 2.85%
- 1M
- -5.12%
- YTD
- -4.29%
- 6M
- -2.29%
- 1Y
- 17.06%
- 3Y*
- 17.95%
- 5Y*
- 10.89%
- 10Y*
- 13.74%
BDGS
- 1D
- 0.54%
- 1M
- -0.85%
- YTD
- -0.87%
- 6M
- 0.57%
- 1Y
- 10.90%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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IWB vs. BDGS - Expense Ratio Comparison
IWB has a 0.15% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Return for Risk
IWB vs. BDGS — Risk / Return Rank
IWB
BDGS
IWB vs. BDGS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell 1000 ETF (IWB) 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.
| IWB | BDGS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 1.02 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.72 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.29 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.90 | -0.42 |
Martin ratioReturn relative to average drawdown | 7.07 | 9.84 | -2.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IWB | BDGS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 1.02 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 1.54 | -1.11 |
Correlation
The correlation between IWB and BDGS is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IWB vs. BDGS - Dividend Comparison
IWB's dividend yield for the trailing twelve months is around 1.06%, more than BDGS's 0.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWB iShares Russell 1000 ETF | 1.06% | 1.00% | 1.14% | 1.31% | 1.56% | 1.09% | 1.37% | 1.71% | 2.06% | 1.64% | 1.89% | 1.95% |
BDGS Bridges Capital Tactical ETF | 0.56% | 0.55% | 1.81% | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IWB vs. BDGS - Drawdown Comparison
The maximum IWB drawdown since its inception was -55.38%, which is greater than BDGS's maximum drawdown of -9.12%. Use the drawdown chart below to compare losses from any high point for IWB and BDGS.
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Drawdown Indicators
| IWB | BDGS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.38% | -9.12% | -46.26% |
Max Drawdown (1Y)Largest decline over 1 year | -12.21% | -5.85% | -6.36% |
Max Drawdown (5Y)Largest decline over 5 years | -25.20% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -34.60% | — | — |
Current DrawdownCurrent decline from peak | -6.26% | -1.61% | -4.65% |
Average DrawdownAverage peak-to-trough decline | -10.92% | -0.67% | -10.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 1.13% | +1.43% |
Volatility
IWB vs. BDGS - Volatility Comparison
iShares Russell 1000 ETF (IWB) has a higher volatility of 5.34% compared to Bridges Capital Tactical ETF (BDGS) at 3.45%. This indicates that IWB'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.
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Volatility by Period
| IWB | BDGS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 3.45% | +1.89% |
Volatility (6M)Calculated over the trailing 6-month period | 9.55% | 5.12% | +4.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.33% | 10.72% | +7.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.12% | 8.35% | +8.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.13% | 8.35% | +9.78% |