RDVY vs. BDGS
Compare and contrast key facts about First Trust Rising Dividend Achievers ETF (RDVY) and Bridges Capital Tactical ETF (BDGS).
RDVY and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RDVY is a passively managed fund by First Trust that tracks the performance of the NASDAQ US Rising Dividend Achievers. It was launched on Jan 6, 2014. BDGS is an actively managed fund by Bridges. It was launched on May 10, 2023.
Performance
RDVY vs. BDGS - Performance Comparison
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RDVY vs. BDGS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
RDVY First Trust Rising Dividend Achievers ETF | -0.63% | 18.90% | 16.41% | 21.59% |
BDGS Bridges Capital Tactical ETF | -0.87% | 10.61% | 19.07% | 8.31% |
Returns By Period
In the year-to-date period, RDVY achieves a -0.63% return, which is significantly higher than BDGS's -0.87% return.
RDVY
- 1D
- 0.83%
- 1M
- -4.42%
- YTD
- -0.63%
- 6M
- 3.03%
- 1Y
- 18.34%
- 3Y*
- 17.27%
- 5Y*
- 10.18%
- 10Y*
- 14.60%
BDGS
- 1D
- 0.54%
- 1M
- -0.85%
- YTD
- -0.87%
- 6M
- 0.57%
- 1Y
- 10.90%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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RDVY vs. BDGS - Expense Ratio Comparison
RDVY has a 0.50% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Return for Risk
RDVY vs. BDGS — Risk / Return Rank
RDVY
BDGS
RDVY vs. BDGS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Rising Dividend Achievers ETF (RDVY) 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.
| RDVY | BDGS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 1.02 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.46 | 1.72 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.29 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.46 | 1.90 | -0.44 |
Martin ratioReturn relative to average drawdown | 6.42 | 9.84 | -3.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RDVY | BDGS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 1.02 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 1.54 | -0.91 |
Correlation
The correlation between RDVY and BDGS is 0.58, 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.
Dividends
RDVY vs. BDGS - Dividend Comparison
RDVY's dividend yield for the trailing twelve months is around 1.02%, more than BDGS's 0.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RDVY First Trust Rising Dividend Achievers ETF | 1.02% | 1.11% | 1.64% | 2.09% | 2.21% | 1.04% | 1.53% | 1.55% | 1.68% | 1.25% | 2.07% | 2.14% |
BDGS Bridges Capital Tactical ETF | 0.56% | 0.55% | 1.81% | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
RDVY vs. BDGS - Drawdown Comparison
The maximum RDVY drawdown since its inception was -40.60%, which is greater than BDGS's maximum drawdown of -9.12%. Use the drawdown chart below to compare losses from any high point for RDVY and BDGS.
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Drawdown Indicators
| RDVY | BDGS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.60% | -9.12% | -31.48% |
Max Drawdown (1Y)Largest decline over 1 year | -12.87% | -5.85% | -7.02% |
Max Drawdown (5Y)Largest decline over 5 years | -25.32% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -40.60% | — | — |
Current DrawdownCurrent decline from peak | -5.71% | -1.61% | -4.10% |
Average DrawdownAverage peak-to-trough decline | -5.06% | -0.67% | -4.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.93% | 1.13% | +1.80% |
Volatility
RDVY vs. BDGS - Volatility Comparison
First Trust Rising Dividend Achievers ETF (RDVY) has a higher volatility of 5.59% compared to Bridges Capital Tactical ETF (BDGS) at 3.45%. This indicates that RDVY'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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Volatility by Period
| RDVY | BDGS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.59% | 3.45% | +2.14% |
Volatility (6M)Calculated over the trailing 6-month period | 10.92% | 5.12% | +5.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.08% | 10.72% | +8.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.92% | 8.35% | +10.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.10% | 8.35% | +12.75% |