NULC vs. BDGS
Compare and contrast key facts about Nuveen ESG Large-Cap ETF (NULC) and Bridges Capital Tactical ETF (BDGS).
NULC and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NULC is a passively managed fund by Nuveen that tracks the performance of the MSCI TIAA ESG USA Large Cap. It was launched on Jun 3, 2019. 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: NULC or BDGS.
Performance
NULC vs. BDGS - Performance Comparison
Returns By Period
In the year-to-date period, NULC achieves a 24.31% return, which is significantly higher than BDGS's 17.84% return.
NULC
24.31%
3.63%
12.65%
30.46%
14.29%
N/A
BDGS
17.84%
3.63%
13.50%
18.92%
N/A
N/A
Key characteristics
| NULC | BDGS | |
|---|---|---|
| Sharpe Ratio | 2.48 | 4.47 |
| Sortino Ratio | 3.39 | 9.04 |
| Omega Ratio | 1.45 | 2.73 |
| Calmar Ratio | 3.48 | 7.93 |
| Martin Ratio | 14.41 | 47.79 |
| Ulcer Index | 2.11% | 0.40% |
| Daily Std Dev | 12.27% | 4.23% |
| Max Drawdown | -34.86% | -5.38% |
| Current Drawdown | -0.45% | -0.02% |
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NULC vs. BDGS - Expense Ratio Comparison
NULC has a 0.20% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Correlation
The correlation between NULC and BDGS is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
NULC vs. BDGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen ESG Large-Cap ETF (NULC) 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
NULC vs. BDGS - Dividend Comparison
NULC's dividend yield for the trailing twelve months is around 1.06%, more than BDGS's 0.71% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
NULC Nuveen ESG Large-Cap ETF | 1.06% | 1.32% | 2.37% | 6.14% | 4.07% | 0.78% |
BDGS Bridges Capital Tactical ETF | 0.71% | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
NULC vs. BDGS - Drawdown Comparison
The maximum NULC drawdown since its inception was -34.86%, which is greater than BDGS's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for NULC and BDGS. For additional features, visit the drawdowns tool.
Volatility
NULC vs. BDGS - Volatility Comparison
Nuveen ESG Large-Cap ETF (NULC) has a higher volatility of 3.95% compared to Bridges Capital Tactical ETF (BDGS) at 2.49%. This indicates that NULC'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.