NELS vs. BDGS
NELS (Nelson Select ETF) and BDGS (Bridges Capital Tactical ETF) are both Large Cap Blend Equities funds. Both are actively managed. A 0.77 correlation means they provide meaningful diversification when combined. NELS charges 1.69%/yr vs 0.87%/yr for BDGS.
Performance
NELS vs. BDGS - Performance Comparison
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Returns By Period
In the year-to-date period, NELS achieves a 9.49% return, which is significantly higher than BDGS's 4.84% return.
NELS
- 1D
- -2.87%
- 1M
- 1.32%
- YTD
- 9.49%
- 6M
- 9.64%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BDGS
- 1D
- -0.69%
- 1M
- 0.19%
- YTD
- 4.84%
- 6M
- 4.77%
- 1Y
- 13.59%
- 3Y*
- 13.76%
- 5Y*
- —
- 10Y*
- —
NELS vs. BDGS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
NELS Nelson Select ETF | 9.49% | 2.42% |
BDGS Bridges Capital Tactical ETF | 4.84% | 1.38% |
Correlation
The correlation between NELS and BDGS is 0.77, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 16, 2025 | 0.77 |
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Return for Risk
NELS vs. BDGS — Risk / Return Rank
NELS
BDGS
NELS vs. BDGS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nelson Select ETF (NELS) 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| NELS | BDGS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.24 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.34 | 1.72 | -0.38 |
Drawdowns
NELS vs. BDGS - Drawdown Comparison
The maximum NELS drawdown since its inception was -9.30%, roughly equal to the maximum BDGS drawdown of -9.12%. Use the drawdown chart below to compare losses from any high point for NELS and BDGS.
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Drawdown Indicators
| NELS | BDGS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.30% | -9.12% | -0.18% |
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 | -2.88% | -1.57% | -1.31% |
Average DrawdownAverage peak-to-trough decline | -1.61% | -0.65% | -0.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.85% | — |
Volatility
NELS vs. BDGS - Volatility Comparison
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Volatility by Period
| NELS | BDGS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.29% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 4.80% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 14.80% | 6.12% | +8.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.80% | 8.21% | +6.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.80% | 8.21% | +6.59% |
NELS vs. BDGS - Expense Ratio Comparison
NELS has a 1.69% expense ratio, which is higher than BDGS's 0.87% expense ratio.
Dividends
NELS vs. BDGS - Dividend Comparison
NELS has not paid dividends to shareholders, while BDGS's dividend yield for the trailing twelve months is around 0.53%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
BDGS Bridges Capital Tactical ETF | 0.53% | 0.55% | 1.81% | 0.84% |
NELS Nelson Select ETF | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
NELS and BDGS have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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 1.69% for NELS.
BDGS has the higher dividend yield at 0.53%, compared with 0.00% for NELS.
They also come from different issuers: Nelson Capital Management and Bridges. Their fees differ too: 1.69% for NELS and 0.87% for BDGS.
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