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PFDE vs. BDGS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PFDE vs. BDGS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pathfinder Disciplined U.S. Equity ETF (PFDE) and Bridges Capital Tactical ETF (BDGS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


PFDE

1D
-3.11%
1M
0.37%
YTD
6M
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*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PFDE vs. BDGS - Yearly Performance Comparison


Correlation

The correlation between PFDE and BDGS is 0.79, 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 Jan 2, 2026

0.79

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Return for Risk

PFDE vs. BDGS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PFDE

BDGS
BDGS Risk / Return Rank: 7575
Overall Rank
BDGS Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
BDGS Sortino Ratio Rank: 7676
Sortino Ratio Rank
BDGS Omega Ratio Rank: 7979
Omega Ratio Rank
BDGS Calmar Ratio Rank: 6969
Calmar Ratio Rank
BDGS Martin Ratio Rank: 8282
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PFDE vs. BDGS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pathfinder Disciplined U.S. Equity ETF (PFDE) 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.

PFDE vs. BDGS - Sharpe Ratio Comparison


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Sharpe Ratios by Period


PFDEBDGSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.24

Sharpe Ratio (All Time)

Calculated using the full available price history

1.43

1.72

-0.29

Drawdowns

PFDE vs. BDGS - Drawdown Comparison

The maximum PFDE drawdown since its inception was -10.37%, which is greater than BDGS's maximum drawdown of -9.12%. Use the drawdown chart below to compare losses from any high point for PFDE and BDGS.


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Drawdown Indicators


PFDEBDGSDifference

Max Drawdown

Largest peak-to-trough decline

-10.37%

-9.12%

-1.25%

Max Drawdown (1Y)

Largest decline over 1 year

-4.03%

Max Drawdown (3Y)

Largest decline over 3 years

-9.12%

Current Drawdown

Current decline from peak

-3.75%

-1.57%

-2.18%

Average Drawdown

Average peak-to-trough decline

-2.04%

-0.65%

-1.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.85%

Volatility

PFDE vs. BDGS - Volatility Comparison


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Volatility by Period


PFDEBDGSDifference

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

16.30%

6.12%

+10.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.30%

8.21%

+8.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.30%

8.21%

+8.09%

PFDE vs. BDGS - Expense Ratio Comparison

PFDE has a 0.59% expense ratio, which is lower than BDGS's 0.87% expense ratio.


Dividends

PFDE vs. BDGS - Dividend Comparison

PFDE's dividend yield for the trailing twelve months is around 0.11%, less than BDGS's 0.53% yield.


PositionTTM202520242023
BDGS
Bridges Capital Tactical ETF
0.53%0.55%1.81%0.84%
PFDE
Pathfinder Disciplined U.S. Equity ETF
0.11%0.00%0.00%0.00%

Frequently Asked Questions


PFDE and BDGS have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, PFDE is cheaper at 0.59% per year. The better choice depends on whether you care most about return, fees, risk, or income.

PFDE is cheaper with a 0.59% expense ratio, compared with 0.87% for BDGS.

BDGS has the higher dividend yield at 0.53%, compared with 0.11% for PFDE.

They also come from different issuers: Pathfinder and Bridges. Their fees differ too: 0.59% for PFDE and 0.87% for BDGS.

Portfolio Optimizer

Find the right allocation for PFDE and BDGS

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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