TILT vs. BDGS
Compare and contrast key facts about FlexShares Morningstar US Market Factor Tilt Index Fund (TILT) and Bridges Capital Tactical ETF (BDGS).
TILT and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TILT is a passively managed fund by Northern Trust that tracks the performance of the Morningstar US Market Factor Tilt Index. It was launched on Sep 16, 2011. 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: TILT or BDGS.
Correlation
The correlation between TILT and BDGS is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
TILT vs. BDGS - Performance Comparison
Key characteristics
TILT:
1.50
BDGS:
3.77
TILT:
2.06
BDGS:
6.44
TILT:
1.27
BDGS:
2.19
TILT:
2.39
BDGS:
7.78
TILT:
8.74
BDGS:
37.39
TILT:
2.27%
BDGS:
0.50%
TILT:
13.24%
BDGS:
4.94%
TILT:
-38.45%
BDGS:
-5.38%
TILT:
-5.49%
BDGS:
-2.24%
Returns By Period
In the year-to-date period, TILT achieves a -0.89% return, which is significantly lower than BDGS's -0.43% return.
TILT
-0.89%
-5.00%
4.56%
19.63%
12.62%
11.49%
BDGS
-0.43%
-0.83%
9.31%
18.42%
N/A
N/A
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TILT vs. BDGS - Expense Ratio Comparison
TILT has a 0.25% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Risk-Adjusted Performance
TILT vs. BDGS — Risk-Adjusted Performance Rank
TILT
BDGS
TILT vs. BDGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FlexShares Morningstar US Market Factor Tilt Index Fund (TILT) 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
TILT vs. BDGS - Dividend Comparison
TILT's dividend yield for the trailing twelve months is around 1.24%, less than BDGS's 1.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TILT FlexShares Morningstar US Market Factor Tilt Index Fund | 1.24% | 1.23% | 1.44% | 1.60% | 1.16% | 1.49% | 1.54% | 1.97% | 1.55% | 1.60% | 1.98% | 1.33% |
BDGS Bridges Capital Tactical ETF | 1.82% | 1.81% | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TILT vs. BDGS - Drawdown Comparison
The maximum TILT drawdown since its inception was -38.45%, which is greater than BDGS's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for TILT and BDGS. For additional features, visit the drawdowns tool.
Volatility
TILT vs. BDGS - Volatility Comparison
FlexShares Morningstar US Market Factor Tilt Index Fund (TILT) has a higher volatility of 4.49% compared to Bridges Capital Tactical ETF (BDGS) at 2.54%. This indicates that TILT'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.