XRLV vs. BDGS
Compare and contrast key facts about Invesco S&P 500® ex-Rate Sensitive Low Volatility ETF (XRLV) and Bridges Capital Tactical ETF (BDGS).
XRLV and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XRLV is a passively managed fund by Invesco that tracks the performance of the S&P 500 Low Volatility Rate Response (USD) TR. It was launched on Apr 9, 2015. 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: XRLV or BDGS.
Performance
XRLV vs. BDGS - Performance Comparison
Returns By Period
In the year-to-date period, XRLV achieves a 18.42% return, which is significantly higher than BDGS's 16.97% return.
XRLV
18.42%
-0.07%
11.81%
22.67%
8.81%
N/A
BDGS
16.97%
2.73%
12.79%
17.89%
N/A
N/A
Key characteristics
| XRLV | BDGS | |
|---|---|---|
| Sharpe Ratio | 2.54 | 4.24 |
| Sortino Ratio | 3.56 | 8.14 |
| Omega Ratio | 1.46 | 2.57 |
| Calmar Ratio | 2.83 | 7.82 |
| Martin Ratio | 16.16 | 46.82 |
| Ulcer Index | 1.41% | 0.40% |
| Daily Std Dev | 8.95% | 4.40% |
| Max Drawdown | -38.31% | -5.38% |
| Current Drawdown | -0.78% | -0.75% |
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XRLV vs. BDGS - Expense Ratio Comparison
XRLV has a 0.25% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Correlation
The correlation between XRLV and BDGS is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Risk-Adjusted Performance
XRLV vs. BDGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500® ex-Rate Sensitive Low Volatility ETF (XRLV) 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
XRLV vs. BDGS - Dividend Comparison
XRLV's dividend yield for the trailing twelve months is around 1.91%, more than BDGS's 0.72% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
XRLV Invesco S&P 500® ex-Rate Sensitive Low Volatility ETF | 1.91% | 2.56% | 1.96% | 1.26% | 1.66% | 1.66% | 1.76% | 1.40% | 1.71% | 1.07% |
BDGS Bridges Capital Tactical ETF | 0.72% | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
XRLV vs. BDGS - Drawdown Comparison
The maximum XRLV drawdown since its inception was -38.31%, which is greater than BDGS's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for XRLV and BDGS. For additional features, visit the drawdowns tool.
Volatility
XRLV vs. BDGS - Volatility Comparison
Invesco S&P 500® ex-Rate Sensitive Low Volatility ETF (XRLV) has a higher volatility of 2.90% compared to Bridges Capital Tactical ETF (BDGS) at 2.48%. This indicates that XRLV'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.