BDGS vs VOO
Bridges Capital Tactical ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BDGS | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.87% | 0.03% | |
| AUM | $42M | $979.0B | |
| Dividend Yield | 0.53% | 1.09% | |
| Holdings | 16 | 509 | |
| YTD Return | +6.50% | +13.44% | |
| 1Y Return | +9.88% | +22.62% | |
| 3Y Return (annualized) | +13.91% | +21.47% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 7.5% | 14.1% | |
| Max Drawdown | -9.1% | -34.3% | |
| Fund Family | Bridges Capital | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 10, 2023 | Sep 7, 2010 |
BDGS vs VOO Performance
Bridges Capital Tactical ETF (BDGS) is a ETF from Bridges Capital and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BDGS returned +9.88% while VOO returned +22.62%. Year to date, BDGS is up 6.50% versus a gain of 13.44% for VOO.
Over three years, BDGS compounded at +13.91% per year against +21.47% for VOO. Across the full 3-year window we track, BDGS has the edge at +13.66% annualized vs +13.55%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% 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 -34.3% for VOO. 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 VOO 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 1.09% for VOO.
Holdings Overlap
BDGS and VOO share 11 holdings out of 508 unique holdings combined, representing a 14.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BDGS or VOO?
BDGS has an expense ratio of 0.87% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $84 per year of difference.
Which performed better, BDGS or VOO?
Over the past year BDGS returned +9.88% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), BDGS annualized +13.66% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, BDGS or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 7.5% for BDGS. Worst drawdown: BDGS -9.1% vs VOO -34.3%.
Should I hold both BDGS and VOO?
BDGS and VOO 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 VOO?
BDGS and VOO share 11 common holdings with a 14.2% weight overlap. Combined, they hold 508 unique securities.
Which pays a higher dividend, BDGS or VOO?
BDGS yields 0.53% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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