JCTR vs. BDGS
Compare and contrast key facts about JPMorgan Carbon Transition U.S. Equity ETF (JCTR) and Bridges Capital Tactical ETF (BDGS).
JCTR and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JCTR is a passively managed fund by JPMorgan Chase that tracks the performance of the JPMorgan Asset Management Carbon Transition U.S. Equity Index. It was launched on Dec 9, 2020. 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: JCTR or BDGS.
Correlation
The correlation between JCTR 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.
Performance
JCTR vs. BDGS - Performance Comparison
Key characteristics
JCTR:
0.54
BDGS:
1.37
JCTR:
0.89
BDGS:
2.18
JCTR:
1.13
BDGS:
1.40
JCTR:
0.56
BDGS:
1.72
JCTR:
2.13
BDGS:
8.08
JCTR:
5.12%
BDGS:
1.94%
JCTR:
20.03%
BDGS:
11.49%
JCTR:
-24.76%
BDGS:
-9.12%
JCTR:
-7.98%
BDGS:
-2.41%
Returns By Period
In the year-to-date period, JCTR achieves a -3.54% return, which is significantly lower than BDGS's 0.24% return.
JCTR
-3.54%
14.43%
-4.54%
10.81%
N/A
N/A
BDGS
0.24%
7.39%
1.91%
15.60%
N/A
N/A
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JCTR vs. BDGS - Expense Ratio Comparison
JCTR has a 0.15% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Risk-Adjusted Performance
JCTR vs. BDGS — Risk-Adjusted Performance Rank
JCTR
BDGS
JCTR vs. BDGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Carbon Transition U.S. Equity ETF (JCTR) 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
JCTR vs. BDGS - Dividend Comparison
JCTR's dividend yield for the trailing twelve months is around 1.10%, less than BDGS's 1.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
JCTR JPMorgan Carbon Transition U.S. Equity ETF | 1.10% | 1.04% | 1.88% | 1.53% | 1.13% | 0.13% |
BDGS Bridges Capital Tactical ETF | 1.81% | 1.81% | 0.84% | 0.00% | 0.00% | 0.00% |
Drawdowns
JCTR vs. BDGS - Drawdown Comparison
The maximum JCTR drawdown since its inception was -24.76%, which is greater than BDGS's maximum drawdown of -9.12%. Use the drawdown chart below to compare losses from any high point for JCTR and BDGS. For additional features, visit the drawdowns tool.
Volatility
JCTR vs. BDGS - Volatility Comparison
JPMorgan Carbon Transition U.S. Equity ETF (JCTR) has a higher volatility of 11.40% compared to Bridges Capital Tactical ETF (BDGS) at 7.99%. This indicates that JCTR'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.