SIZE vs. BDGS
Compare and contrast key facts about iShares MSCI USA Size Factor ETF (SIZE) and Bridges Capital Tactical ETF (BDGS).
SIZE and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SIZE is a passively managed fund by iShares that tracks the performance of the MSCI USA Low Size. It was launched on Apr 16, 2013. 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: SIZE or BDGS.
Key characteristics
| SIZE | BDGS | |
|---|---|---|
| YTD Return | 12.50% | 12.74% |
| 1Y Return | 23.10% | 18.99% |
| Sharpe Ratio | 1.70 | 2.89 |
| Daily Std Dev | 13.42% | 6.58% |
| Max Drawdown | -39.15% | -5.38% |
| Current Drawdown | 0.00% | -0.15% |
Correlation
The correlation between SIZE and BDGS is 0.62, 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
SIZE vs. BDGS - Performance Comparison
The year-to-date returns for both investments are quite close, with SIZE having a 12.50% return and BDGS slightly higher at 12.74%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SIZE vs. BDGS - Expense Ratio Comparison
SIZE has a 0.15% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Risk-Adjusted Performance
SIZE vs. BDGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA Size Factor ETF (SIZE) 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
SIZE vs. BDGS - Dividend Comparison
SIZE's dividend yield for the trailing twelve months is around 1.35%, more than BDGS's 0.74% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SIZE iShares MSCI USA Size Factor ETF | 1.35% | 1.42% | 1.59% | 1.19% | 1.43% | 1.35% | 2.43% | 1.58% | 1.88% | 1.95% | 1.78% | 1.41% |
BDGS Bridges Capital Tactical ETF | 0.74% | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SIZE vs. BDGS - Drawdown Comparison
The maximum SIZE drawdown since its inception was -39.15%, which is greater than BDGS's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for SIZE and BDGS. For additional features, visit the drawdowns tool.
Volatility
SIZE vs. BDGS - Volatility Comparison
iShares MSCI USA Size Factor ETF (SIZE) has a higher volatility of 3.41% compared to Bridges Capital Tactical ETF (BDGS) at 0.81%. This indicates that SIZE'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.