BDGS vs IVV
Bridges Capital Tactical ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | BDGS | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.87% | 0.03% | |
| AUM | $43M | $907.0B | |
| Dividend Yield | 0.53% | 1.10% | |
| Holdings | 14 | 508 | |
| YTD Return | +6.43% | +12.28% | |
| 1Y Return | +9.96% | +20.94% | |
| 3Y Return (annualized) | +13.93% | +21.81% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | 7.5% | 15.1% | |
| Max Drawdown | -9.1% | -56.5% | |
| Fund Family | Bridges Capital | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | May 10, 2023 | May 15, 2000 |
BDGS vs IVV Performance
Bridges Capital Tactical ETF (BDGS) is a ETF from Bridges Capital and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BDGS returned +9.96% while IVV returned +20.94%. Year to date, BDGS is up 6.43% versus a gain of 12.28% for IVV.
Over three years, BDGS compounded at +13.93% per year against +21.81% for IVV. Across the full 3-year window we track, BDGS has the edge at +13.52% annualized vs +6.98%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 7.5% for BDGS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -9.1% for BDGS and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BDGS charges 0.87% per year while IVV charges 0.03%. On a $10,000 position that is $87 vs $3 annually, a gap of $84 per year that compounds over a long holding period. On income, BDGS currently yields 0.53% against 1.10% for IVV.
Holdings Overlap
BDGS and IVV share 9 holdings out of 508 unique holdings combined, representing a 17.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BDGS or IVV?
BDGS has an expense ratio of 0.87% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $84 per year of difference.
Which performed better, BDGS or IVV?
Over the past year BDGS returned +9.96% vs +20.94% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (3 years), BDGS annualized +13.52% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, BDGS or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 7.5% for BDGS. Worst drawdown: BDGS -9.1% vs IVV -56.5%.
Should I hold both BDGS and IVV?
BDGS and IVV have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BDGS and IVV?
BDGS and IVV share 9 common holdings with a 17.2% weight overlap. Combined, they hold 508 unique securities.
Which pays a higher dividend, BDGS or IVV?
BDGS yields 0.53% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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