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BDGS vs SSPY

Bridges Capital Tactical ETF vs Stratified LargeCap Index ETF

BDGS

Bridges Capital Tactical ETF

Annual cost

0.87%

Fund size

$44M

SSPY

Stratified LargeCap Index ETF

Annual cost

0.45%

Fund size

$125M

Key differences

Both BDGS and SSPY are equity ETFs. BDGS charges 0.87% a year and SSPY 0.45%. The main difference: BDGS follows a active selection strategy; SSPY uses index tracking.

  • BDGS follows a active selection strategy; SSPY uses index tracking.
  • SSPY costs 0.42% less per year.
  • Over the last three years, SSPY has delivered higher annualized returns.

Side-by-side comparison

BDGSSSPY
Annual cost (TER)0.87%0.45%
Fund size (AUM)$44M$125M
Since20232019
Dividend yield0.52%1.26%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+12.6%+21.3%
CAGR 3Y+13.8%+14.9%
CAGR 5YN/A+9.2%
Sharpe 3Y1.180.84
Volatility 1Y6.13%10.78%
Max drawdown-9.12%-36.67%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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