USPX vs. BDGS
Compare and contrast key facts about Franklin U.S. Equity Index ETF (USPX) and Bridges Capital Tactical ETF (BDGS).
USPX and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USPX is a passively managed fund by Franklin that tracks the performance of the Morningstar US Target Market Exposure Index. It was launched on Jun 1, 2016. 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: USPX or BDGS.
Key characteristics
| USPX | BDGS | |
|---|---|---|
| YTD Return | 27.34% | 17.86% |
| 1Y Return | 38.23% | 22.53% |
| Sharpe Ratio | 3.16 | 4.58 |
| Sortino Ratio | 4.15 | 10.79 |
| Omega Ratio | 1.59 | 3.11 |
| Calmar Ratio | 4.69 | 10.28 |
| Martin Ratio | 21.15 | 64.03 |
| Ulcer Index | 1.91% | 0.38% |
| Daily Std Dev | 12.71% | 5.14% |
| Max Drawdown | -31.21% | -5.38% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between USPX and BDGS is 0.75, 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
USPX vs. BDGS - Performance Comparison
In the year-to-date period, USPX achieves a 27.34% return, which is significantly higher than BDGS's 17.86% 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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USPX vs. BDGS - Expense Ratio Comparison
USPX has a 0.03% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Risk-Adjusted Performance
USPX vs. BDGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin U.S. Equity Index ETF (USPX) 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
USPX vs. BDGS - Dividend Comparison
USPX's dividend yield for the trailing twelve months is around 1.20%, more than BDGS's 0.71% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
USPX Franklin U.S. Equity Index ETF | 1.20% | 1.35% | 2.21% | 2.40% | 2.50% | 3.07% | 2.90% | 2.60% | 2.44% |
BDGS Bridges Capital Tactical ETF | 0.71% | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
USPX vs. BDGS - Drawdown Comparison
The maximum USPX drawdown since its inception was -31.21%, which is greater than BDGS's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for USPX and BDGS. For additional features, visit the drawdowns tool.
Volatility
USPX vs. BDGS - Volatility Comparison
Franklin U.S. Equity Index ETF (USPX) has a higher volatility of 3.99% compared to Bridges Capital Tactical ETF (BDGS) at 2.32%. This indicates that USPX'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.