MBCC vs. BDGS
MBCC (Monarch Blue Chips Core Index ETF) and BDGS (Bridges Capital Tactical ETF) are both Large Cap Blend Equities funds. MBCC is passively managed, while BDGS is actively managed. MBCC charges 1.14%/yr vs 0.87%/yr for BDGS.
Performance
MBCC vs. BDGS - Performance Comparison
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Returns By Period
MBCC
- 1D
- 0.00%
- 1M
- 0.00%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BDGS
- 1D
- -0.01%
- 1M
- 0.60%
- 6M
- 5.34%
- YTD
- 5.47%
- 1Y
- 11.79%
- 3Y*
- 13.82%
- 5Y*
- —
- 10Y*
- —
MBCC vs. BDGS - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
MBCC Monarch Blue Chips Core Index ETF | 0.00% |
BDGS Bridges Capital Tactical ETF | -0.44% |
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Return for Risk
MBCC vs. BDGS — Risk / Return Rank
MBCC
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BDGS
MBCC vs. BDGS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Monarch Blue Chips Core Index ETF (MBCC) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MBCC | BDGS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.38 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.94 | — |
| Martin ratioReturn relative to average drawdown | — | 12.04 | — |
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Drawdowns
MBCC vs. BDGS - Drawdown Comparison
The maximum MBCC drawdown since its inception was 0.00%, smaller than the maximum BDGS drawdown of -9.12%. Use the drawdown chart below to compare losses from any high point for MBCC and BDGS.
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Drawdown Indicators
| MBCC | BDGS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | 0.00% | -9.12% | +9.12% |
Max Drawdown (1Y)Largest decline over 1 year | — | -4.03% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -9.12% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.98% | +0.98% |
Average DrawdownAverage peak-to-trough decline | 0.00% | -0.67% | +0.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.98% | — |
Volatility
MBCC vs. BDGS - Volatility Comparison
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Volatility by Period
| MBCC | BDGS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.48% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 5.27% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 0.00% | 6.35% | -6.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.00% | 8.20% | -8.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.00% | 8.20% | -8.20% |
MBCC vs. BDGS - Expense Ratio Comparison
MBCC has a 1.14% expense ratio, which is higher than BDGS's 0.87% expense ratio.
Dividends
MBCC vs. BDGS - Dividend Comparison
MBCC has not paid dividends to shareholders, while BDGS's dividend yield for the trailing twelve months is around 0.52%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
BDGS Bridges Capital Tactical ETF | 0.52% | 0.55% | 1.81% | 0.84% |
MBCC Monarch Blue Chips Core Index ETF | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
On fees, BDGS is cheaper at 0.87% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BDGS is cheaper with a 0.87% expense ratio, compared with 1.14% for MBCC.
BDGS has the higher dividend yield at 0.52%, compared with 0.00% for MBCC.
They also come from different issuers: Monarch and Bridges. Their fees differ too: 1.14% for MBCC and 0.87% for BDGS.
Find the right allocation for MBCC and BDGS
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