SHRY vs. BDGS
Compare and contrast key facts about First Trust Bloomberg Shareholder Yield ETF (SHRY) and Bridges Capital Tactical ETF (BDGS).
SHRY and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SHRY is a passively managed fund by First Trust that tracks the performance of the Bloomberg Shareholder Yield Index - Benchmark TR Gross. It was launched on Jun 20, 2017. 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: SHRY or BDGS.
Correlation
The correlation between SHRY and BDGS is 0.54, 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
SHRY vs. BDGS - Performance Comparison
Key characteristics
SHRY:
1.71
BDGS:
3.96
SHRY:
2.44
BDGS:
7.03
SHRY:
1.30
BDGS:
2.23
SHRY:
2.26
BDGS:
8.68
SHRY:
6.72
BDGS:
38.02
SHRY:
2.71%
BDGS:
0.55%
SHRY:
10.49%
BDGS:
5.25%
SHRY:
-36.67%
BDGS:
-5.38%
SHRY:
-3.21%
BDGS:
-0.15%
Returns By Period
In the year-to-date period, SHRY achieves a 3.88% return, which is significantly higher than BDGS's 2.55% return.
SHRY
3.88%
1.09%
4.67%
18.30%
12.01%
N/A
BDGS
2.55%
0.87%
9.10%
20.72%
N/A
N/A
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SHRY vs. BDGS - Expense Ratio Comparison
SHRY has a 0.60% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Risk-Adjusted Performance
SHRY vs. BDGS — Risk-Adjusted Performance Rank
SHRY
BDGS
SHRY vs. BDGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Bloomberg Shareholder Yield ETF (SHRY) 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
SHRY vs. BDGS - Dividend Comparison
SHRY's dividend yield for the trailing twelve months is around 1.69%, less than BDGS's 1.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
SHRY First Trust Bloomberg Shareholder Yield ETF | 1.69% | 1.76% | 1.49% | 1.52% | 0.98% | 1.65% | 1.54% | 1.89% | 0.55% |
BDGS Bridges Capital Tactical ETF | 1.77% | 1.81% | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SHRY vs. BDGS - Drawdown Comparison
The maximum SHRY drawdown since its inception was -36.67%, which is greater than BDGS's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for SHRY and BDGS. For additional features, visit the drawdowns tool.
Volatility
SHRY vs. BDGS - Volatility Comparison
First Trust Bloomberg Shareholder Yield ETF (SHRY) has a higher volatility of 2.71% compared to Bridges Capital Tactical ETF (BDGS) at 1.22%. This indicates that SHRY'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.