BDGS vs VTI
Bridges Capital Tactical ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | BDGS | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.87% | 0.03% | |
| AUM | $42M | $663.5B | |
| Dividend Yield | 0.53% | 1.07% | |
| Holdings | 16 | 3,543 | |
| YTD Return | +7.08% | +14.96% | |
| 1Y Return | +9.84% | +22.39% | |
| 3Y Return (annualized) | +14.08% | +21.51% | |
| 5Y Return (annualized) | - | +12.36% | |
| Volatility (annualized) | 7.5% | 15.4% | |
| Max Drawdown | -9.1% | -56.6% | |
| Fund Family | Bridges Capital | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 10, 2023 | May 24, 2001 |
BDGS vs VTI Performance
Bridges Capital Tactical ETF (BDGS) is a ETF from Bridges Capital and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year BDGS returned +9.84% while VTI returned +22.39%. Year to date, BDGS is up 7.08% versus a gain of 14.96% for VTI.
Over three years, BDGS compounded at +14.08% per year against +21.51% for VTI. Across the full 3-year window we track, BDGS has the edge at +13.82% annualized vs +8.16%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.4% 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 -56.6% for VTI. 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 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BDGS charges 0.87% per year while VTI 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 1.07% for VTI.
Holdings Overlap
BDGS and VTI share 11 holdings out of 2786 unique holdings combined, representing a 13.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BDGS or VTI?
BDGS has an expense ratio of 0.87% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $84 per year of difference.
Which performed better, BDGS or VTI?
Over the past year BDGS returned +9.84% vs +22.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (3 years), BDGS annualized +13.82% vs +8.16% for VTI. Past performance does not guarantee future results.
Which is riskier, BDGS or VTI?
VTI has been the more volatile fund at 15.4% annualized versus 7.5% for BDGS. Worst drawdown: BDGS -9.1% vs VTI -56.6%.
Should I hold both BDGS and VTI?
BDGS and VTI have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BDGS and VTI?
BDGS and VTI share 11 common holdings with a 13.7% weight overlap. Combined, they hold 2786 unique securities.
Which pays a higher dividend, BDGS or VTI?
BDGS yields 0.53% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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