WLTG vs. BDGS
Compare and contrast key facts about WealthTrust DBS Long Term Growth ETF (WLTG) and Bridges Capital Tactical ETF (BDGS).
WLTG and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WLTG is an actively managed fund by WealthTrust. It was launched on Dec 6, 2021. 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: WLTG or BDGS.
Correlation
The correlation between WLTG and BDGS is 0.71, 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
WLTG vs. BDGS - Performance Comparison
Key characteristics
WLTG:
1.94
BDGS:
3.96
WLTG:
2.60
BDGS:
7.03
WLTG:
1.35
BDGS:
2.23
WLTG:
2.62
BDGS:
8.68
WLTG:
10.43
BDGS:
38.02
WLTG:
2.63%
BDGS:
0.55%
WLTG:
14.16%
BDGS:
5.25%
WLTG:
-25.14%
BDGS:
-5.38%
WLTG:
-1.10%
BDGS:
-0.15%
Returns By Period
In the year-to-date period, WLTG achieves a 5.97% return, which is significantly higher than BDGS's 2.55% return.
WLTG
5.97%
1.65%
11.30%
27.58%
N/A
N/A
BDGS
2.55%
0.87%
9.10%
20.72%
N/A
N/A
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WLTG vs. BDGS - Expense Ratio Comparison
WLTG has a 0.77% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Risk-Adjusted Performance
WLTG vs. BDGS — Risk-Adjusted Performance Rank
WLTG
BDGS
WLTG vs. BDGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WealthTrust DBS Long Term Growth ETF (WLTG) 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
WLTG vs. BDGS - Dividend Comparison
WLTG's dividend yield for the trailing twelve months is around 0.52%, less than BDGS's 1.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
WLTG WealthTrust DBS Long Term Growth ETF | 0.52% | 0.55% | 0.71% | 0.44% | 0.02% |
BDGS Bridges Capital Tactical ETF | 1.77% | 1.81% | 0.84% | 0.00% | 0.00% |
Drawdowns
WLTG vs. BDGS - Drawdown Comparison
The maximum WLTG drawdown since its inception was -25.14%, which is greater than BDGS's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for WLTG and BDGS. For additional features, visit the drawdowns tool.
Volatility
WLTG vs. BDGS - Volatility Comparison
WealthTrust DBS Long Term Growth ETF (WLTG) has a higher volatility of 4.38% compared to Bridges Capital Tactical ETF (BDGS) at 1.22%. This indicates that WLTG'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.