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NDVG vs. BDGS
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between NDVG and BDGS is 0.67, 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.


-0.50.00.51.00.7

Performance

NDVG vs. BDGS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nuveen Dividend Growth ETF (NDVG) and Bridges Capital Tactical ETF (BDGS). The values are adjusted to include any dividend payments, if applicable.

0.00%5.00%10.00%15.00%AugustSeptemberOctoberNovemberDecember2025
7.25%
13.86%
NDVG
BDGS

Key characteristics

Sharpe Ratio

NDVG:

1.91

BDGS:

4.40

Sortino Ratio

NDVG:

2.59

BDGS:

8.02

Omega Ratio

NDVG:

1.34

BDGS:

2.50

Calmar Ratio

NDVG:

4.07

BDGS:

8.76

Martin Ratio

NDVG:

12.34

BDGS:

45.19

Ulcer Index

NDVG:

1.56%

BDGS:

0.46%

Daily Std Dev

NDVG:

10.07%

BDGS:

4.77%

Max Drawdown

NDVG:

-19.71%

BDGS:

-5.38%

Current Drawdown

NDVG:

-2.90%

BDGS:

-0.54%

Returns By Period

In the year-to-date period, NDVG achieves a 0.45% return, which is significantly lower than BDGS's 1.30% return.


NDVG

YTD

0.45%

1M

-2.82%

6M

7.28%

1Y

19.37%

5Y*

N/A

10Y*

N/A

BDGS

YTD

1.30%

1M

1.10%

6M

13.86%

1Y

20.93%

5Y*

N/A

10Y*

N/A

*Annualized

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NDVG vs. BDGS - Expense Ratio Comparison

NDVG has a 0.64% expense ratio, which is lower than BDGS's 0.85% expense ratio.


BDGS
Bridges Capital Tactical ETF
Expense ratio chart for BDGS: current value at 0.85% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.85%
Expense ratio chart for NDVG: current value at 0.64% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.64%

Risk-Adjusted Performance

NDVG vs. BDGS - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Nuveen Dividend Growth ETF (NDVG) 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.


Sharpe ratio
The chart of Sharpe ratio for NDVG, currently valued at 1.92, compared to the broader market0.002.004.001.924.40
The chart of Sortino ratio for NDVG, currently valued at 2.61, compared to the broader market-2.000.002.004.006.008.0010.002.618.02
The chart of Omega ratio for NDVG, currently valued at 1.34, compared to the broader market0.501.001.502.002.503.001.342.50
The chart of Calmar ratio for NDVG, currently valued at 4.11, compared to the broader market0.005.0010.0015.004.118.76
The chart of Martin ratio for NDVG, currently valued at 12.37, compared to the broader market0.0020.0040.0060.0080.00100.0012.3745.19
NDVG
BDGS

The current NDVG Sharpe Ratio is 1.91, which is lower than the BDGS Sharpe Ratio of 4.40. The chart below compares the historical Sharpe Ratios of NDVG and BDGS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.002.003.004.005.00AugustSeptemberOctoberNovemberDecember2025
1.92
4.40
NDVG
BDGS

Dividends

NDVG vs. BDGS - Dividend Comparison

NDVG's dividend yield for the trailing twelve months is around 1.19%, less than BDGS's 1.79% yield.


TTM2024202320222021
NDVG
Nuveen Dividend Growth ETF
1.19%1.20%1.24%1.34%0.57%
BDGS
Bridges Capital Tactical ETF
1.79%1.81%0.84%0.00%0.00%

Drawdowns

NDVG vs. BDGS - Drawdown Comparison

The maximum NDVG drawdown since its inception was -19.71%, which is greater than BDGS's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for NDVG and BDGS. For additional features, visit the drawdowns tool.


-4.00%-3.00%-2.00%-1.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-2.90%
-0.54%
NDVG
BDGS

Volatility

NDVG vs. BDGS - Volatility Comparison

Nuveen Dividend Growth ETF (NDVG) has a higher volatility of 3.45% compared to Bridges Capital Tactical ETF (BDGS) at 2.24%. This indicates that NDVG'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.


1.00%2.00%3.00%4.00%5.00%AugustSeptemberOctoberNovemberDecember2025
3.45%
2.24%
NDVG
BDGS
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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