Correlation
The correlation between QLC and BDGS is 0.78, 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.
QLC vs. BDGS
Compare and contrast key facts about FlexShares US Quality Large Cap Index Fund (QLC) and Bridges Capital Tactical ETF (BDGS).
QLC and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. QLC is a passively managed fund by Northern Trust that tracks the performance of the Northern Trust Quality Large Cap Index. It was launched on Sep 24, 2015. 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: QLC or BDGS.
Performance
QLC vs. BDGS - Performance Comparison
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Key characteristics
QLC:
0.82
BDGS:
1.49
QLC:
1.16
BDGS:
2.34
QLC:
1.17
BDGS:
1.43
QLC:
0.79
BDGS:
1.86
QLC:
3.00
BDGS:
8.69
QLC:
4.88%
BDGS:
1.95%
QLC:
19.60%
BDGS:
11.54%
QLC:
-35.86%
BDGS:
-9.12%
QLC:
-3.02%
BDGS:
-0.62%
Returns By Period
The year-to-date returns for both investments are quite close, with QLC having a 2.05% return and BDGS slightly higher at 2.08%.
QLC
2.05%
5.87%
-0.37%
15.21%
15.02%
16.19%
N/A
BDGS
2.08%
1.96%
2.66%
16.98%
N/A
N/A
N/A
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QLC vs. BDGS - Expense Ratio Comparison
QLC has a 0.32% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Risk-Adjusted Performance
QLC vs. BDGS — Risk-Adjusted Performance Rank
QLC
BDGS
QLC vs. BDGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FlexShares US Quality Large Cap Index Fund (QLC) 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.
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Dividends
QLC vs. BDGS - Dividend Comparison
QLC's dividend yield for the trailing twelve months is around 1.00%, less than BDGS's 1.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
QLC FlexShares US Quality Large Cap Index Fund | 1.00% | 1.03% | 1.26% | 1.46% | 0.96% | 1.40% | 1.91% | 1.82% | 1.29% | 1.80% | 0.64% |
BDGS Bridges Capital Tactical ETF | 1.77% | 1.81% | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
QLC vs. BDGS - Drawdown Comparison
The maximum QLC drawdown since its inception was -35.86%, which is greater than BDGS's maximum drawdown of -9.12%. Use the drawdown chart below to compare losses from any high point for QLC and BDGS.
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Volatility
QLC vs. BDGS - Volatility Comparison
FlexShares US Quality Large Cap Index Fund (QLC) has a higher volatility of 4.75% compared to Bridges Capital Tactical ETF (BDGS) at 1.23%. This indicates that QLC'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.
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