TEXN vs. BDGS
Compare and contrast key facts about iShares Texas Equity ETF (TEXN) and Bridges Capital Tactical ETF (BDGS).
TEXN and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TEXN is a passively managed fund by iShares that tracks the performance of the Russell Texas Equity Index. It was launched on Jun 23, 2025. BDGS is an actively managed fund by Bridges. It was launched on May 10, 2023.
Performance
TEXN vs. BDGS - Performance Comparison
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TEXN vs. BDGS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
TEXN iShares Texas Equity ETF | 12.67% | 8.16% |
BDGS Bridges Capital Tactical ETF | -1.41% | 6.57% |
Returns By Period
In the year-to-date period, TEXN achieves a 12.67% return, which is significantly higher than BDGS's -1.41% return.
TEXN
- 1D
- 1.53%
- 1M
- 0.90%
- YTD
- 12.67%
- 6M
- 10.48%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BDGS
- 1D
- 1.96%
- 1M
- -1.14%
- YTD
- -1.41%
- 6M
- 0.11%
- 1Y
- 10.54%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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TEXN vs. BDGS - Expense Ratio Comparison
TEXN has a 0.20% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Return for Risk
TEXN vs. BDGS — Risk / Return Rank
TEXN
BDGS
TEXN vs. BDGS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Texas Equity ETF (TEXN) 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.
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Sharpe Ratios by Period
| TEXN | BDGS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 0.99 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.99 | 1.51 | +0.48 |
Correlation
The correlation between TEXN and BDGS is 0.55, 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.
Dividends
TEXN vs. BDGS - Dividend Comparison
TEXN's dividend yield for the trailing twelve months is around 1.13%, more than BDGS's 0.56% yield.
| TTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
TEXN iShares Texas Equity ETF | 1.13% | 0.86% | 0.00% | 0.00% |
BDGS Bridges Capital Tactical ETF | 0.56% | 0.55% | 1.81% | 0.84% |
Drawdowns
TEXN vs. BDGS - Drawdown Comparison
The maximum TEXN drawdown since its inception was -6.34%, smaller than the maximum BDGS drawdown of -9.12%. Use the drawdown chart below to compare losses from any high point for TEXN and BDGS.
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Drawdown Indicators
| TEXN | BDGS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.34% | -9.12% | +2.78% |
Max Drawdown (1Y)Largest decline over 1 year | — | -5.85% | — |
Current DrawdownCurrent decline from peak | -0.54% | -2.15% | +1.61% |
Average DrawdownAverage peak-to-trough decline | -1.27% | -0.67% | -0.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.13% | — |
Volatility
TEXN vs. BDGS - Volatility Comparison
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Volatility by Period
| TEXN | BDGS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.39% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 5.09% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 14.82% | 10.70% | +4.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.82% | 8.35% | +6.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.82% | 8.35% | +6.47% |