Correlation
The correlation between UTRN and BDGS is 0.78, 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.
UTRN vs. BDGS
Compare and contrast key facts about Vesper U.S. Large Cap Short-Term Reversal Strategy ETF (UTRN) and Bridges Capital Tactical ETF (BDGS).
UTRN and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UTRN is a passively managed fund by Exchange Traded Concepts that tracks the performance of the Vesper US Large Cap Short-Term Reversal Index. It was launched on Sep 21, 2018. 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: UTRN or BDGS.
Performance
UTRN vs. BDGS - Performance Comparison
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Key characteristics
Returns By Period
UTRN
N/A
N/A
N/A
N/A
N/A
N/A
N/A
BDGS
2.08%
1.96%
2.66%
16.98%
N/A
N/A
N/A
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UTRN vs. BDGS - Expense Ratio Comparison
UTRN has a 0.75% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Risk-Adjusted Performance
UTRN vs. BDGS — Risk-Adjusted Performance Rank
UTRN
BDGS
UTRN vs. BDGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vesper U.S. Large Cap Short-Term Reversal Strategy ETF (UTRN) 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
UTRN vs. BDGS - Dividend Comparison
UTRN has not paid dividends to shareholders, while BDGS's dividend yield for the trailing twelve months is around 1.77%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF | 1.10% | 1.06% | 2.75% | 1.09% | 1.05% | 1.09% | 0.63% | 0.71% |
BDGS Bridges Capital Tactical ETF | 1.77% | 1.81% | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
UTRN vs. BDGS - Drawdown Comparison
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Volatility
UTRN vs. BDGS - Volatility Comparison
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