LGH vs. BDGS
Compare and contrast key facts about HCM Defender 500 Index ETF (LGH) and Bridges Capital Tactical ETF (BDGS).
LGH and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LGH is a passively managed fund by Howard Capital Management that tracks the performance of the HCM Defender 500 Index. It was launched on Oct 10, 2019. 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: LGH or BDGS.
Performance
LGH vs. BDGS - Performance Comparison
Returns By Period
In the year-to-date period, LGH achieves a 29.41% return, which is significantly higher than BDGS's 17.84% return.
LGH
29.41%
4.06%
12.53%
37.26%
15.15%
N/A
BDGS
17.84%
3.57%
13.50%
19.00%
N/A
N/A
Key characteristics
| LGH | BDGS | |
|---|---|---|
| Sharpe Ratio | 2.26 | 4.47 |
| Sortino Ratio | 2.92 | 9.04 |
| Omega Ratio | 1.41 | 2.73 |
| Calmar Ratio | 2.25 | 7.93 |
| Martin Ratio | 11.03 | 47.79 |
| Ulcer Index | 3.38% | 0.40% |
| Daily Std Dev | 16.48% | 4.23% |
| Max Drawdown | -29.60% | -5.38% |
| Current Drawdown | -0.80% | -0.02% |
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LGH vs. BDGS - Expense Ratio Comparison
LGH has a 1.23% expense ratio, which is higher than BDGS's 0.85% expense ratio.
Correlation
The correlation between LGH and BDGS is 0.75, 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.
Risk-Adjusted Performance
LGH vs. BDGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HCM Defender 500 Index ETF (LGH) 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
LGH vs. BDGS - Dividend Comparison
LGH's dividend yield for the trailing twelve months is around 0.48%, less than BDGS's 0.71% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
LGH HCM Defender 500 Index ETF | 0.48% | 0.63% | 0.61% | 0.14% | 0.23% | 0.17% |
BDGS Bridges Capital Tactical ETF | 0.71% | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LGH vs. BDGS - Drawdown Comparison
The maximum LGH drawdown since its inception was -29.60%, which is greater than BDGS's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for LGH and BDGS. For additional features, visit the drawdowns tool.
Volatility
LGH vs. BDGS - Volatility Comparison
HCM Defender 500 Index ETF (LGH) has a higher volatility of 5.61% compared to Bridges Capital Tactical ETF (BDGS) at 2.49%. This indicates that LGH'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.