SAMT vs. BDGS
Compare and contrast key facts about Strategas Macro Thematic Opportunities ETF (SAMT) and Bridges Capital Tactical ETF (BDGS).
SAMT and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SAMT is an actively managed fund by Strategas. It was launched on Jan 25, 2022. 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: SAMT or BDGS.
Correlation
The correlation between SAMT and BDGS is 0.60, 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
SAMT vs. BDGS - Performance Comparison
Key characteristics
SAMT:
1.93
BDGS:
3.96
SAMT:
2.60
BDGS:
7.01
SAMT:
1.36
BDGS:
2.22
SAMT:
3.16
BDGS:
8.67
SAMT:
13.38
BDGS:
37.97
SAMT:
2.16%
BDGS:
0.55%
SAMT:
14.96%
BDGS:
5.25%
SAMT:
-20.57%
BDGS:
-5.38%
SAMT:
-6.33%
BDGS:
-0.14%
Returns By Period
In the year-to-date period, SAMT achieves a 6.36% return, which is significantly higher than BDGS's 2.57% return.
SAMT
6.36%
-1.16%
15.85%
27.86%
N/A
N/A
BDGS
2.57%
0.06%
8.94%
20.47%
N/A
N/A
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SAMT vs. BDGS - Expense Ratio Comparison
SAMT has a 0.65% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Risk-Adjusted Performance
SAMT vs. BDGS — Risk-Adjusted Performance Rank
SAMT
BDGS
SAMT vs. BDGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategas Macro Thematic Opportunities ETF (SAMT) 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
SAMT vs. BDGS - Dividend Comparison
SAMT's dividend yield for the trailing twelve months is around 1.32%, less than BDGS's 1.77% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
SAMT Strategas Macro Thematic Opportunities ETF | 1.32% | 1.40% | 1.50% | 0.73% |
BDGS Bridges Capital Tactical ETF | 1.77% | 1.81% | 0.84% | 0.00% |
Drawdowns
SAMT vs. BDGS - Drawdown Comparison
The maximum SAMT drawdown since its inception was -20.57%, which is greater than BDGS's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for SAMT and BDGS. For additional features, visit the drawdowns tool.
Volatility
SAMT vs. BDGS - Volatility Comparison
Strategas Macro Thematic Opportunities ETF (SAMT) has a higher volatility of 7.43% compared to Bridges Capital Tactical ETF (BDGS) at 0.62%. This indicates that SAMT'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.