MOTE vs. BDGS
Compare and contrast key facts about VanEck Morningstar ESG Moat ETF (MOTE) and Bridges Capital Tactical ETF (BDGS).
MOTE and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MOTE is a passively managed fund by VanEck that tracks the performance of the Morningstar US Sustainability Moat Focus Index. It was launched on Oct 5, 2021. 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: MOTE or BDGS.
Correlation
The correlation between MOTE and BDGS is 0.64, 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
MOTE vs. BDGS - Performance Comparison
Key characteristics
MOTE:
0.74
BDGS:
4.00
MOTE:
1.08
BDGS:
7.08
MOTE:
1.13
BDGS:
2.24
MOTE:
1.15
BDGS:
8.75
MOTE:
2.85
BDGS:
38.33
MOTE:
3.05%
BDGS:
0.55%
MOTE:
11.81%
BDGS:
5.24%
MOTE:
-28.13%
BDGS:
-5.38%
MOTE:
-4.76%
BDGS:
0.00%
Returns By Period
In the year-to-date period, MOTE achieves a 0.61% return, which is significantly lower than BDGS's 2.71% return.
MOTE
0.61%
-0.45%
2.67%
9.91%
N/A
N/A
BDGS
2.71%
1.02%
9.23%
20.89%
N/A
N/A
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MOTE vs. BDGS - Expense Ratio Comparison
MOTE has a 0.49% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Risk-Adjusted Performance
MOTE vs. BDGS — Risk-Adjusted Performance Rank
MOTE
BDGS
MOTE vs. BDGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Morningstar ESG Moat ETF (MOTE) 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
MOTE vs. BDGS - Dividend Comparison
MOTE's dividend yield for the trailing twelve months is around 0.94%, less than BDGS's 1.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
MOTE VanEck Morningstar ESG Moat ETF | 0.94% | 0.95% | 1.13% | 0.98% | 0.19% |
BDGS Bridges Capital Tactical ETF | 1.76% | 1.81% | 0.84% | 0.00% | 0.00% |
Drawdowns
MOTE vs. BDGS - Drawdown Comparison
The maximum MOTE drawdown since its inception was -28.13%, which is greater than BDGS's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for MOTE and BDGS. For additional features, visit the drawdowns tool.
Volatility
MOTE vs. BDGS - Volatility Comparison
VanEck Morningstar ESG Moat ETF (MOTE) has a higher volatility of 2.84% compared to Bridges Capital Tactical ETF (BDGS) at 0.93%. This indicates that MOTE'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.