OALC vs. BDGS
Compare and contrast key facts about OneAscent Large Cap Core ETF (OALC) and Bridges Capital Tactical ETF (BDGS).
OALC and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. OALC is an actively managed fund by Oneascent. It was launched on Nov 15, 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: OALC or BDGS.
Correlation
The correlation between OALC and BDGS is 0.69, 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
OALC vs. BDGS - Performance Comparison
Key characteristics
OALC:
1.42
BDGS:
3.96
OALC:
1.98
BDGS:
7.03
OALC:
1.26
BDGS:
2.23
OALC:
2.11
BDGS:
8.68
OALC:
8.00
BDGS:
38.02
OALC:
2.31%
BDGS:
0.55%
OALC:
13.00%
BDGS:
5.25%
OALC:
-26.82%
BDGS:
-5.38%
OALC:
-0.87%
BDGS:
-0.15%
Returns By Period
In the year-to-date period, OALC achieves a 4.53% return, which is significantly higher than BDGS's 2.55% return.
OALC
4.53%
1.42%
9.79%
18.71%
N/A
N/A
BDGS
2.55%
0.87%
9.10%
20.72%
N/A
N/A
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OALC vs. BDGS - Expense Ratio Comparison
OALC has a 0.49% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Risk-Adjusted Performance
OALC vs. BDGS — Risk-Adjusted Performance Rank
OALC
BDGS
OALC vs. BDGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for OneAscent Large Cap Core ETF (OALC) 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
OALC vs. BDGS - Dividend Comparison
OALC's dividend yield for the trailing twelve months is around 0.67%, less than BDGS's 1.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
OALC OneAscent Large Cap Core ETF | 0.67% | 0.70% | 0.40% | 0.40% | 0.06% |
BDGS Bridges Capital Tactical ETF | 1.77% | 1.81% | 0.84% | 0.00% | 0.00% |
Drawdowns
OALC vs. BDGS - Drawdown Comparison
The maximum OALC drawdown since its inception was -26.82%, which is greater than BDGS's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for OALC and BDGS. For additional features, visit the drawdowns tool.
Volatility
OALC vs. BDGS - Volatility Comparison
OneAscent Large Cap Core ETF (OALC) has a higher volatility of 3.65% compared to Bridges Capital Tactical ETF (BDGS) at 1.22%. This indicates that OALC'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.