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SMOM vs. BDGS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SMOM vs. BDGS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Symmetry Panoramic Sector Momentum ETF (SMOM) 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, SMOM achieves a 9.82% return, which is significantly higher than BDGS's 5.64% return.


SMOM

1D
0.27%
1M
5.93%
YTD
9.82%
6M
10.58%
1Y
3Y*
5Y*
10Y*

BDGS

1D
-0.29%
1M
1.26%
YTD
5.64%
6M
5.65%
1Y
13.85%
3Y*
14.06%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SMOM vs. BDGS - Yearly Performance Comparison


Correlation

The correlation between SMOM and BDGS is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Sep 11, 2025

0.71

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Return for Risk

SMOM vs. BDGS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SMOM

BDGS
BDGS Risk / Return Rank: 7474
Overall Rank
BDGS Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
BDGS Sortino Ratio Rank: 7474
Sortino Ratio Rank
BDGS Omega Ratio Rank: 7878
Omega Ratio Rank
BDGS Calmar Ratio Rank: 6868
Calmar Ratio Rank
BDGS Martin Ratio Rank: 8181
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SMOM vs. BDGS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Symmetry Panoramic Sector Momentum ETF (SMOM) 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

SMOM vs. BDGS - Sharpe Ratio Comparison


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Sharpe Ratios by Period


SMOMBDGSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.29

Sharpe Ratio (All Time)

Calculated using the full available price history

1.45

1.76

-0.31

Drawdowns

SMOM vs. BDGS - Drawdown Comparison

The maximum SMOM drawdown since its inception was -7.45%, smaller than the maximum BDGS drawdown of -9.12%. Use the drawdown chart below to compare losses from any high point for SMOM and BDGS.


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Drawdown Indicators


SMOMBDGSDifference

Max Drawdown

Largest peak-to-trough decline

-7.45%

-9.12%

+1.67%

Max Drawdown (1Y)

Largest decline over 1 year

-4.03%

Max Drawdown (3Y)

Largest decline over 3 years

-9.12%

Current Drawdown

Current decline from peak

0.00%

-0.83%

+0.83%

Average Drawdown

Average peak-to-trough decline

-1.48%

-0.64%

-0.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.84%

Volatility

SMOM vs. BDGS - Volatility Comparison


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Volatility by Period


SMOMBDGSDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.14%

Volatility (6M)

Calculated over the trailing 6-month period

4.74%

Volatility (1Y)

Calculated over the trailing 1-year period

12.62%

6.08%

+6.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.62%

8.21%

+4.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.62%

8.21%

+4.41%

SMOM vs. BDGS - Expense Ratio Comparison

SMOM has a 0.63% expense ratio, which is lower than BDGS's 0.87% expense ratio.


Dividends

SMOM vs. BDGS - Dividend Comparison

SMOM's dividend yield for the trailing twelve months is around 0.15%, less than BDGS's 0.52% yield.


PositionTTM202520242023
BDGS
Bridges Capital Tactical ETF
0.52%0.55%1.81%0.84%
SMOM
Symmetry Panoramic Sector Momentum ETF
0.15%0.16%0.00%0.00%

Frequently Asked Questions


SMOM and BDGS have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SMOM is cheaper at 0.63% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SMOM is cheaper with a 0.63% expense ratio, compared with 0.87% for BDGS.

BDGS has the higher dividend yield at 0.52%, compared with 0.15% for SMOM.

They also come from different issuers: Symmetry Partners and Bridges. Their fees differ too: 0.63% for SMOM and 0.87% for BDGS.

Portfolio Optimizer

Find the right allocation for SMOM and BDGS

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