BDGS vs QQQ
Bridges Capital Tactical ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | BDGS | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.87% | 0.18% | |
| AUM | $43M | $496.3B | |
| Dividend Yield | 0.53% | 0.44% | |
| Holdings | 14 | 108 | |
| YTD Return | +6.43% | +16.23% | |
| 1Y Return | +9.96% | +26.23% | |
| 3Y Return (annualized) | +13.93% | +25.75% | |
| 5Y Return (annualized) | - | +14.78% | |
| Volatility (annualized) | 7.5% | 30.6% | |
| Max Drawdown | -9.1% | -83.0% | |
| Fund Family | Bridges Capital | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | May 10, 2023 | Mar 10, 1999 |
BDGS vs QQQ Performance
Bridges Capital Tactical ETF (BDGS) is a ETF from Bridges Capital and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year BDGS returned +9.96% while QQQ returned +26.23%. Year to date, BDGS is up 6.43% versus a gain of 16.23% for QQQ.
Over three years, BDGS compounded at +13.93% per year against +25.75% for QQQ. Across the full 3-year window we track, BDGS has the edge at +13.52% annualized vs +13.02%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% 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 -83.0% for QQQ. 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 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BDGS charges 0.87% per year while QQQ charges 0.18%. On a $10,000 position that is $87 vs $18 annually, a gap of $69 per year that compounds over a long holding period. On income, BDGS currently yields 0.53% against 0.44% for QQQ.
Holdings Overlap
BDGS and QQQ share 9 holdings out of 105 unique holdings combined, representing a 19.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BDGS or QQQ?
BDGS has an expense ratio of 0.87% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $69 per year of difference.
Which performed better, BDGS or QQQ?
Over the past year BDGS returned +9.96% vs +26.23% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (3 years), BDGS annualized +13.52% vs +13.02% for QQQ. Past performance does not guarantee future results.
Which is riskier, BDGS or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 7.5% for BDGS. Worst drawdown: BDGS -9.1% vs QQQ -83.0%.
Should I hold both BDGS and QQQ?
BDGS and QQQ have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BDGS and QQQ?
BDGS and QQQ share 9 common holdings with a 19.6% weight overlap. Combined, they hold 105 unique securities.
Which pays a higher dividend, BDGS or QQQ?
BDGS yields 0.53% while QQQ yields 0.44%, so BDGS currently pays the higher dividend yield.
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