STXD vs. BDGS
Compare and contrast key facts about Strive 1000 Dividend Growth ETF (STXD) and Bridges Capital Tactical ETF (BDGS).
STXD and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. STXD is a passively managed fund by Strive that tracks the performance of the Bloomberg US 1000 Dividend Growth Index - Benchmark TR Gross. It was launched on Nov 9, 2022. 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: STXD or BDGS.
Key characteristics
| STXD | BDGS | |
|---|---|---|
| YTD Return | 16.72% | 12.74% |
| 1Y Return | 24.24% | 18.99% |
| Sharpe Ratio | 1.77 | 2.89 |
| Daily Std Dev | 13.83% | 6.58% |
| Max Drawdown | -9.56% | -5.38% |
| Current Drawdown | -0.34% | -0.15% |
Correlation
The correlation between STXD and BDGS is 0.66, 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
STXD vs. BDGS - Performance Comparison
In the year-to-date period, STXD achieves a 16.72% return, which is significantly higher than BDGS's 12.74% return. 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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STXD vs. BDGS - Expense Ratio Comparison
STXD has a 0.35% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Risk-Adjusted Performance
STXD vs. BDGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strive 1000 Dividend Growth ETF (STXD) 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
STXD vs. BDGS - Dividend Comparison
STXD's dividend yield for the trailing twelve months is around 1.25%, more than BDGS's 0.74% yield.
| TTM | 2023 | 2022 | |
|---|---|---|---|
STXD Strive 1000 Dividend Growth ETF | 1.25% | 1.27% | 0.28% |
BDGS Bridges Capital Tactical ETF | 0.74% | 0.84% | 0.00% |
Drawdowns
STXD vs. BDGS - Drawdown Comparison
The maximum STXD drawdown since its inception was -9.56%, which is greater than BDGS's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for STXD and BDGS. For additional features, visit the drawdowns tool.
Volatility
STXD vs. BDGS - Volatility Comparison
Strive 1000 Dividend Growth ETF (STXD) has a higher volatility of 3.17% compared to Bridges Capital Tactical ETF (BDGS) at 0.81%. This indicates that STXD'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.