YLDE vs. BDGS
Compare and contrast key facts about ClearBridge Dividend Strategy ESG ETF (YLDE) and Bridges Capital Tactical ETF (BDGS).
YLDE and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. YLDE is an actively managed fund by Franklin Templeton. It was launched on May 22, 2017. 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: YLDE or BDGS.
Correlation
The correlation between YLDE and BDGS is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
YLDE vs. BDGS - Performance Comparison
Key characteristics
YLDE:
1.86
BDGS:
3.97
YLDE:
2.56
BDGS:
7.04
YLDE:
1.34
BDGS:
2.23
YLDE:
3.05
BDGS:
8.70
YLDE:
8.79
BDGS:
38.12
YLDE:
2.14%
BDGS:
0.55%
YLDE:
10.10%
BDGS:
5.24%
YLDE:
-33.23%
BDGS:
-5.38%
YLDE:
-0.68%
BDGS:
-0.09%
Returns By Period
In the year-to-date period, YLDE achieves a 3.95% return, which is significantly higher than BDGS's 2.62% return.
YLDE
3.95%
0.99%
10.47%
18.17%
11.55%
N/A
BDGS
2.62%
0.22%
9.20%
20.60%
N/A
N/A
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YLDE vs. BDGS - Expense Ratio Comparison
YLDE has a 0.60% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Risk-Adjusted Performance
YLDE vs. BDGS — Risk-Adjusted Performance Rank
YLDE
BDGS
YLDE vs. BDGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Dividend Strategy ESG ETF (YLDE) 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
YLDE vs. BDGS - Dividend Comparison
YLDE's dividend yield for the trailing twelve months is around 1.62%, less than BDGS's 1.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
YLDE ClearBridge Dividend Strategy ESG ETF | 1.62% | 1.69% | 1.65% | 1.68% | 1.15% | 1.46% | 1.65% | 2.25% | 1.31% |
BDGS Bridges Capital Tactical ETF | 1.76% | 1.81% | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
YLDE vs. BDGS - Drawdown Comparison
The maximum YLDE drawdown since its inception was -33.23%, which is greater than BDGS's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for YLDE and BDGS. For additional features, visit the drawdowns tool.
Volatility
YLDE vs. BDGS - Volatility Comparison
ClearBridge Dividend Strategy ESG ETF (YLDE) has a higher volatility of 2.23% compared to Bridges Capital Tactical ETF (BDGS) at 0.62%. This indicates that YLDE'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.