SHE vs. BDGS
Compare and contrast key facts about SPDR SSGA Gender Diversity Index ETF (SHE) and Bridges Capital Tactical ETF (BDGS).
SHE and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SHE is a passively managed fund by State Street that tracks the performance of the SSGA Gender Diversity (TR). It was launched on Mar 7, 2016. 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: SHE or BDGS.
Correlation
The correlation between SHE and BDGS is 0.68, 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
SHE vs. BDGS - Performance Comparison
Key characteristics
SHE:
1.85
BDGS:
3.97
SHE:
2.62
BDGS:
7.04
SHE:
1.34
BDGS:
2.23
SHE:
2.61
BDGS:
8.70
SHE:
9.98
BDGS:
38.12
SHE:
2.29%
BDGS:
0.55%
SHE:
12.31%
BDGS:
5.24%
SHE:
-35.80%
BDGS:
-5.38%
SHE:
-0.55%
BDGS:
-0.09%
Returns By Period
In the year-to-date period, SHE achieves a 6.00% return, which is significantly higher than BDGS's 2.62% return.
SHE
6.00%
3.47%
12.17%
23.54%
10.59%
N/A
BDGS
2.62%
0.22%
9.20%
20.60%
N/A
N/A
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SHE vs. BDGS - Expense Ratio Comparison
SHE has a 0.20% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Risk-Adjusted Performance
SHE vs. BDGS — Risk-Adjusted Performance Rank
SHE
BDGS
SHE vs. BDGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR SSGA Gender Diversity Index ETF (SHE) 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
SHE vs. BDGS - Dividend Comparison
SHE's dividend yield for the trailing twelve months is around 1.08%, less than BDGS's 1.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
SHE SPDR SSGA Gender Diversity Index ETF | 1.08% | 1.14% | 1.37% | 1.54% | 0.99% | 1.24% | 1.91% | 7.39% | 5.37% | 6.41% |
BDGS Bridges Capital Tactical ETF | 1.76% | 1.81% | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SHE vs. BDGS - Drawdown Comparison
The maximum SHE drawdown since its inception was -35.80%, which is greater than BDGS's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for SHE and BDGS. For additional features, visit the drawdowns tool.
Volatility
SHE vs. BDGS - Volatility Comparison
SPDR SSGA Gender Diversity Index ETF (SHE) has a higher volatility of 2.15% compared to Bridges Capital Tactical ETF (BDGS) at 0.62%. This indicates that SHE'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.