Correlation
The correlation between USRD and BDGS is 0.77, 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.
USRD vs. BDGS
Compare and contrast key facts about Themes US R&D Champions ETF (USRD) and Bridges Capital Tactical ETF (BDGS).
USRD and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USRD is a passively managed fund by Themes that tracks the performance of the Solactive US R&D Champions Index. It was launched on Dec 12, 2023. 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: USRD or BDGS.
Performance
USRD vs. BDGS - Performance Comparison
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Key characteristics
USRD:
0.41
BDGS:
1.49
USRD:
0.61
BDGS:
2.34
USRD:
1.08
BDGS:
1.43
USRD:
0.30
BDGS:
1.86
USRD:
1.05
BDGS:
8.69
USRD:
6.84%
BDGS:
1.95%
USRD:
22.72%
BDGS:
11.54%
USRD:
-23.79%
BDGS:
-9.12%
USRD:
-5.58%
BDGS:
-0.62%
Returns By Period
In the year-to-date period, USRD achieves a 0.98% return, which is significantly lower than BDGS's 2.08% return.
USRD
0.98%
7.54%
-3.23%
9.29%
N/A
N/A
N/A
BDGS
2.08%
2.34%
2.66%
17.07%
N/A
N/A
N/A
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USRD vs. BDGS - Expense Ratio Comparison
USRD has a 0.29% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Risk-Adjusted Performance
USRD vs. BDGS — Risk-Adjusted Performance Rank
USRD
BDGS
USRD vs. BDGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Themes US R&D Champions ETF (USRD) 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.
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Dividends
USRD vs. BDGS - Dividend Comparison
USRD's dividend yield for the trailing twelve months is around 2.41%, more than BDGS's 1.77% yield.
| TTM | 2024 | 2023 | |
|---|---|---|---|
USRD Themes US R&D Champions ETF | 2.41% | 2.44% | 0.00% |
BDGS Bridges Capital Tactical ETF | 1.77% | 1.81% | 0.84% |
Drawdowns
USRD vs. BDGS - Drawdown Comparison
The maximum USRD drawdown since its inception was -23.79%, which is greater than BDGS's maximum drawdown of -9.12%. Use the drawdown chart below to compare losses from any high point for USRD and BDGS.
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Volatility
USRD vs. BDGS - Volatility Comparison
Themes US R&D Champions ETF (USRD) has a higher volatility of 5.90% compared to Bridges Capital Tactical ETF (BDGS) at 1.23%. This indicates that USRD'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.
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