NDVG vs. BDGS
Compare and contrast key facts about Nuveen Dividend Growth ETF (NDVG) and Bridges Capital Tactical ETF (BDGS).
NDVG and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NDVG is an actively managed fund by Nuveen. It was launched on Aug 4, 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: NDVG or BDGS.
Key characteristics
| NDVG | BDGS | |
|---|---|---|
| YTD Return | 19.65% | 17.36% |
| 1Y Return | 29.51% | 22.43% |
| Sharpe Ratio | 2.96 | 4.27 |
| Sortino Ratio | 4.02 | 9.58 |
| Omega Ratio | 1.54 | 2.84 |
| Calmar Ratio | 6.19 | 9.22 |
| Martin Ratio | 20.64 | 57.41 |
| Ulcer Index | 1.41% | 0.38% |
| Daily Std Dev | 9.86% | 5.15% |
| Max Drawdown | -19.71% | -5.38% |
| Current Drawdown | -1.00% | -0.42% |
Correlation
The correlation between NDVG and BDGS is 0.66, 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
NDVG vs. BDGS - Performance Comparison
In the year-to-date period, NDVG achieves a 19.65% return, which is significantly higher than BDGS's 17.36% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
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.
Dividends
NDVG vs. BDGS - Dividend Comparison
NDVG's dividend yield for the trailing twelve months is around 1.11%, more than BDGS's 0.71% yield.
| TTM | 2023 | 2022 | 2021 | |
|---|---|---|---|---|
NDVG Nuveen Dividend Growth ETF | 1.11% | 1.24% | 1.34% | 0.57% |
BDGS Bridges Capital Tactical ETF | 0.71% | 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.
Volatility
NDVG vs. BDGS - Volatility Comparison
Nuveen Dividend Growth ETF (NDVG) has a higher volatility of 2.82% compared to Bridges Capital Tactical ETF (BDGS) at 2.40%. 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.