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SIZE vs. BDGS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

SIZE vs. BDGS

Last updated Aug 2, 2026
Documentation

SIZE (iShares MSCI USA Size Factor ETF) and BDGS (Bridges Capital Tactical ETF) are both exchange-traded funds - SIZE is a Mid Cap Blend Equities fund tracking the MSCI USA Low Size Index, while BDGS is a Tactical Allocation fund actively managed by Bridges. SIZE is passively managed, while BDGS is actively managed. Over the past 3 years, SIZE returned 13.59%/yr vs 13.19%/yr for BDGS. Their 0.57 correlation means they have sometimes moved together and sometimes differently. SIZE charges 0.15%/yr vs 0.87%/yr for BDGS.

Performance

SIZE vs. BDGS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI USA Size Factor ETF (SIZE) and Bridges Capital Tactical ETF (BDGS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SIZE achieves a 11.20% return, which is significantly higher than BDGS's 4.35% return.

SIZE

1D
-0.35%
1M
0.26%
6M
8.60%
YTD
11.20%
1Y
17.37%
3Y*
13.59%
5Y*
7.99%
10Y*
11.70%
ALL TIME*
11.92%

BDGS

1D
0.56%
1M
-0.71%
6M
4.08%
YTD
4.35%
1Y
10.14%
3Y*
13.19%
5Y*
—
10Y*
—
ALL TIME*
13.11%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

BDGS

Bridges Capital Tactical ETF
$35.83K$93.96K$183.58K

SIZE

iShares MSCI USA Size Factor ETF
$662.14K$788.99K$1.01M

SIZE vs. BDGS - Yearly Performance Comparison

2026 (YTD)202520242023
SIZE
iShares MSCI USA Size Factor ETF		11.20%10.51%14.37%15.50%
BDGS
Bridges Capital Tactical ETF		4.35%10.61%19.07%8.23%

Correlation

The correlation between SIZE and BDGS is 0.46, which is low. Their historical price movements had little consistent relationship.

Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.46

Correlation (3Y)
Balances recent behavior with more history.

0.59

Correlation (All Time)
Calculated using the full available price history since May 11, 2023

0.57

The correlation between SIZE and BDGS shifts across timeframes, from 0.46 (1 year) to 0.59 (3 years), reflecting how their relationship changes across market environments.

SIZE vs. BDGS - Sectors Allocation Comparison

Sectors
SIZE
BDGS

Technology

18.6%
38.9%

Financial Services

15.7%
9.3%

Industrials

14.8%
6.8%

Healthcare

11.4%
7.1%

Consumer Cyclical

10.9%
12.2%

Utilities

5.6%
1.8%

Consumer Defensive

5.5%
3.6%

Real Estate

5.3%
1.5%

Basic Materials

4.9%
1.3%

Energy

3.8%
2.4%

Communication Services

3.3%
15.1%

Technology

SIZE
18.6%
BDGS
38.9%

Financial Services

SIZE
15.7%
BDGS
9.3%

Industrials

SIZE
14.8%
BDGS
6.8%

Healthcare

SIZE
11.4%
BDGS
7.1%

Consumer Cyclical

SIZE
10.9%
BDGS
12.2%

Utilities

SIZE
5.6%
BDGS
1.8%

Consumer Defensive

SIZE
5.5%
BDGS
3.6%

Real Estate

SIZE
5.3%
BDGS
1.5%

Basic Materials

SIZE
4.9%
BDGS
1.3%

Energy

SIZE
3.8%
BDGS
2.4%

Communication Services

SIZE
3.3%
BDGS
15.1%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares MSCI USA Size Factor ETF

Bridges Capital Tactical ETF

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Often compared with BDGS:
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Return for Risk

SIZE vs. BDGS — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
SIZE
SIZE Risk / Return Rank: 5555
Overall Rank
SIZE Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
SIZE Sortino Ratio Rank: 5353
Sortino Ratio Rank
SIZE Omega Ratio Rank: 4848
Omega Ratio Rank
SIZE Calmar Ratio Rank: 5757
Calmar Ratio Rank
SIZE Martin Ratio Rank: 6565
Martin Ratio Rank
BDGS
BDGS Risk / Return Rank: 6464
Overall Rank
BDGS Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
BDGS Sortino Ratio Rank: 6464
Sortino Ratio Rank
BDGS Omega Ratio Rank: 6666
Omega Ratio Rank
BDGS Calmar Ratio Rank: 5959
Calmar Ratio Rank
BDGS Martin Ratio Rank: 7171
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

SIZE vs. BDGS - Risk-Adjusted Trends 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

SIZEBDGSDifference
Sharpe ratioReturn per unit of total volatility
1.25
1.38

-0.13

Sortino ratioReturn per unit of downside risk
1.87
2.12

-0.25

Omega ratioGain probability vs. loss probability

1.22

1.28

-0.05

Calmar ratioReturn relative to maximum drawdown

2.02

2.04

-0.02

Martin ratioReturn relative to average drawdown

7.91

8.70

-0.79

SIZE vs. BDGS - Sharpe Ratio Comparison

The current SIZE Sharpe Ratio is 1.25, which is comparable to the BDGS Sharpe Ratio of 1.38. The chart below compares the historical Sharpe Ratios of SIZE and BDGS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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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 -9.12%. Use the drawdown chart below to compare losses from any high point for SIZE and BDGS.

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Drawdown Indicators

SIZEBDGSDifference

Max Drawdown

Largest peak-to-trough decline

-39.15%

-9.12%

-30.03%

Max Drawdown (1Y)

Largest decline over 1 year

-7.97%

-4.76%

-3.21%

Max Drawdown (3Y)

Largest decline over 3 years

-18.71%

-9.12%

-9.59%

Max Drawdown (5Y)

Largest decline over 5 years

-24.03%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-39.15%

—

—

Current Drawdown

Current decline from peak

-1.39%

-2.03%

+0.64%

Average Drawdown

Average peak-to-trough decline

-4.14%

-0.69%

-3.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.03%

1.12%

+0.91%

Volatility

SIZE vs. BDGS - Volatility Comparison

iShares MSCI USA Size Factor ETF (SIZE) and Bridges Capital Tactical ETF (BDGS) have volatilities of 3.12% and 3.21%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

SIZEBDGSDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.12%

3.21%

-0.09%

Volatility (6M)

Calculated over the trailing 6-month period

9.56%

6.11%

+3.45%

Volatility (1Y)

Calculated over the trailing 1-year period

12.93%

7.06%

+5.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.40%

8.30%

+9.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.67%

8.30%

+10.37%

SIZE vs. BDGS - Expense Ratio Comparison

SIZE has a 0.15% expense ratio, which is lower than BDGS's 0.87% expense ratio.

Dividends

SIZE vs. BDGS - Dividend Comparison

SIZE's dividend yield for the trailing twelve months is around 1.37%, more than BDGS's 0.53% yield.

PositionTTM20252024202320222021202020192018201720162015
BDGS
Bridges Capital Tactical ETF		0.53%0.55%1.81%0.84%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SIZE
iShares MSCI USA Size Factor ETF		1.37%1.50%1.53%1.42%1.59%1.19%1.43%1.35%2.43%1.58%1.88%1.95%

Frequently Asked Questions

SIZE and BDGS have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BDGS has higher volatility (3.21%) compared to SIZE (3.12%). In terms of maximum drawdown, SIZE dropped -39.15% vs BDGS's -9.12%.

On 3-year performance, SIZE leads with 13.59% vs 13.19% for BDGS. On fees, SIZE is cheaper at 0.15% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, SIZE has performed better with a 13.59% return vs 13.19%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SIZE is cheaper with a 0.15% expense ratio, compared with 0.87% for BDGS.

SIZE has the higher dividend yield at 1.37%, compared with 0.53% for BDGS.

SIZE is categorized as Mid Cap Blend Equities, while BDGS is Tactical Allocation. They also come from different issuers: iShares and Bridges. Their fees differ too: 0.15% for SIZE and 0.87% for BDGS.

BDGS currently has the higher Sharpe Ratio (1.38 vs 1.25), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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