USMV vs. BDGS
Compare and contrast key facts about iShares MSCI USA Minimum Volatility Factor ETF (USMV) and Bridges Capital Tactical ETF (BDGS).
USMV and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USMV is a passively managed fund by iShares that tracks the performance of the MSCI USA Minimum Volatility Index. It was launched on Oct 18, 2011. BDGS is an actively managed fund by Bridges. It was launched on May 10, 2023.
Performance
USMV vs. BDGS - Performance Comparison
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USMV vs. BDGS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
USMV iShares MSCI USA Minimum Volatility Factor ETF | -1.10% | 7.65% | 15.74% | 7.89% |
BDGS Bridges Capital Tactical ETF | -1.41% | 10.61% | 19.07% | 8.31% |
Returns By Period
In the year-to-date period, USMV achieves a -1.10% return, which is significantly higher than BDGS's -1.41% return.
USMV
- 1D
- 1.15%
- 1M
- -4.79%
- YTD
- -1.10%
- 6M
- -1.72%
- 1Y
- 0.57%
- 3Y*
- 10.28%
- 5Y*
- 7.61%
- 10Y*
- 9.65%
BDGS
- 1D
- 1.96%
- 1M
- -1.14%
- YTD
- -1.41%
- 6M
- 0.11%
- 1Y
- 10.54%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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USMV vs. BDGS - Expense Ratio Comparison
USMV has a 0.15% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Return for Risk
USMV vs. BDGS — Risk / Return Rank
USMV
BDGS
USMV vs. BDGS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA Minimum Volatility Factor ETF (USMV) 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.
| USMV | BDGS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.05 | 0.99 | -0.94 |
Sortino ratioReturn per unit of downside risk | 0.15 | 1.67 | -1.52 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.28 | -0.26 |
Calmar ratioReturn relative to maximum drawdown | 0.18 | 1.80 | -1.62 |
Martin ratioReturn relative to average drawdown | 0.79 | 9.34 | -8.56 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| USMV | BDGS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.05 | 0.99 | -0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 1.51 | -0.66 |
Correlation
The correlation between USMV and BDGS is 0.46, 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
USMV vs. BDGS - Dividend Comparison
USMV's dividend yield for the trailing twelve months is around 1.58%, more than BDGS's 0.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USMV iShares MSCI USA Minimum Volatility Factor ETF | 1.58% | 1.49% | 1.67% | 1.82% | 1.62% | 1.26% | 1.81% | 1.88% | 2.12% | 1.77% | 2.22% | 2.02% |
BDGS Bridges Capital Tactical ETF | 0.56% | 0.55% | 1.81% | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
USMV vs. BDGS - Drawdown Comparison
The maximum USMV drawdown since its inception was -33.10%, which is greater than BDGS's maximum drawdown of -9.12%. Use the drawdown chart below to compare losses from any high point for USMV and BDGS.
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Drawdown Indicators
| USMV | BDGS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.10% | -9.12% | -23.98% |
Max Drawdown (1Y)Largest decline over 1 year | -8.91% | -5.85% | -3.06% |
Max Drawdown (5Y)Largest decline over 5 years | -17.93% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -33.10% | — | — |
Current DrawdownCurrent decline from peak | -4.79% | -2.15% | -2.64% |
Average DrawdownAverage peak-to-trough decline | -2.88% | -0.67% | -2.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 1.13% | +0.87% |
Volatility
USMV vs. BDGS - Volatility Comparison
The current volatility for iShares MSCI USA Minimum Volatility Factor ETF (USMV) is 3.03%, while Bridges Capital Tactical ETF (BDGS) has a volatility of 3.39%. This indicates that USMV experiences smaller price fluctuations and is considered to be less risky than BDGS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USMV | BDGS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.03% | 3.39% | -0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 6.08% | 5.09% | +0.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.54% | 10.70% | +1.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.39% | 8.35% | +4.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.51% | 8.35% | +6.16% |