BDGS vs OEI
Comparison between BRIDGES CAPITAL TACTICAL ETF (BDGS, ETF) and OPTIMIZED EQUITY INCOME ETF (OEI, ETF).
BDGS vs OEI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BDGS
$42M
OEI
$42M
Expense Ratio
BDGS
0.87%
Winner
OEI
0.75%
Max Drawdown
BDGS
9.97%
Winner
OEI
7.89%
Sharpe Ratio
Winner
BDGS
1.44
OEI
0.93
5Y Beta
Winner
BDGS
0.48
OEI
0.69
P/E Ratio
BDGS
N/A
OEI
28.99
Forward P/E
BDGS
N/A
OEI
22.64
PEG Ratio
BDGS
N/A
OEI
0.51
5Y EPS CAGR
BDGS
N/A
OEI
28.06%
Debt to Equity
BDGS
N/A
OEI
18.47%
P/S Ratio
BDGS
N/A
OEI
4.92
P/B Ratio
BDGS
N/A
OEI
6.12
BDGS vs OEI - Holdings Comparison
BDGS and OEI have 13 common holdings. Overlap is 13.35%
BDGS's top 25 holdings weight is 68.10%. OEI's top 25 holdings weight is 62.90%.
| Rank | BDGS | OEI |
|---|---|---|
| #1 | ALPHA ARCHITECT 1-3 MONTH BOX ETF (BOXX) - 23.32% | NVIDIA CORP (NVDA) - 8.83% |
| #2 | STATE STREET® SPDR® BLMBG1-3MTHT-BILLETF (BIL) - 20.03% | MICROSOFT CORP (MSFT) - 5.32% |
| #3 | ISHARES RUSSELL 2000 ETF (IWM) - 2.64% | AMAZON.COM INC (AMZN) - 4.42% |
| #4 | INVESCO QQQ TRUST (QQQ) - 2.52% | APPLE INC (AAPL) - 4.24% |
| #5 | STATE STREET® SPDR® S&P 500® ETF (SPY) - 2.51% | ALPHABET INC CLASS A (GOOGL) - 3.77% |
| #6 | NETFLIX INC (NFLX) - 2.19% | BROADCOM INC (AVGO) - 3.27% |
| #7 | MICROSOFT CORP (MSFT) - 2.18% | ALPHABET INC CLASS C (GOOG) - 2.98% |
| #8 | CHEVRON CORP (CVX) - 1.74% | MICRON TECHNOLOGY INC (MU) - 2.78% |
| #9 | COSTCO WHOLESALE CORP (COST) - 1.67% | META PLATFORMS INC CLASS A (META) - 2.37% |
| #10 | META PLATFORMS INC CLASS A (META) - 1.65% | TESLA INC (TSLA) - 2.02% |
| #11 | PEPSICO INC (PEP) - 1.59% | EXXON MOBIL CORP (XOM) - 1.98% |
| #12 | ALPHABET INC CLASS C (GOOG) - 1.08% | JOHNSON & JOHNSON (JNJ) - 1.87% |
| #13 | AMAZON.COM INC (AMZN) - 1.05% | INTEL CORP (INTC) - 1.82% |
| #14 | APPLE INC (AAPL) - 0.99% | ADVANCED MICRO DEVICES INC (AMD) - 1.76% |
| #15 | NVIDIA CORP (NVDA) - 0.97% | ELI LILLY AND CO (LLY) - 1.65% |
| #16 | BROADCOM INC (AVGO) - 0.95% | BOOKING HOLDINGS INC (BKNG) - 1.58% |
| #17 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 0.82% | CISCO SYSTEMS INC (CSCO) - 1.56% |
| #18 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.20% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.50% |
| #19 | N/A | JPMORGAN CHASE & CO (JPM) - 1.43% |
| #20 | N/A | CATERPILLAR INC (CAT) - 1.41% |
| #21 | N/A | MASTERCARD INC CLASS A (MA) - 1.34% |
| #22 | N/A | ABBVIE INC (ABBV) - 1.32% |
| #23 | N/A | GE VERNOVA INC (GEV) - 1.24% |
| #24 | N/A | GE AEROSPACE (GE) - 1.22% |
| #25 | N/A | CHEVRON CORP (CVX) - 1.22% |
| Total Holdings | 18 | 106 |
BDGS vs OEI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BDGS
+0.63%
OEI
+0.08%
3M
Winner
BDGS
+4.15%
OEI
+2.81%
6M
Winner
BDGS
+4.77%
OEI
+4.49%
1Y
BDGS
+13.59%
OEI
N/A
Max(CAGR)
Winner
BDGS
+14.02%
OEI
+12.95%
BDGS vs OEI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BDGS | OEI |
|---|---|---|
| 2026 | +5.04% | +3.59% |
| 2025 | +10.78% | +4.08% |
| 2024 | +19.26% | N/A |
| 2023 | +8.31% | N/A |
BDGS vs OEI Drawdown Comparison
The maximum drawdown for BDGS was -9.12%, occurring on Apr 8, 2025. Recovery took 77 trading sessions.
The maximum drawdown for OEI was -6.48%, occurring on Mar 30, 2026. Recovery took 57 trading sessions.
The current BDGS drawdown is -1.57%. The current OEI drawdown is -1.63%.
| Rank | BDGS | OEI |
|---|---|---|
| #1 | -9.12% Feb 19, 2025 - Jun 10, 2025 | -6.48% Feb 2, 2026 - Apr 24, 2026 |
| #2 | -5.38% Sep 1, 2023 - Nov 7, 2023 | -3.50% Nov 12, 2025 - Dec 3, 2025 |
| #3 | -4.03% Mar 9, 2026 - Apr 9, 2026 | -1.84% Dec 11, 2025 - Dec 22, 2025 |
| #4 | -3.19% Oct 29, 2025 - Jan 27, 2026 | -1.63% May 29, 2026 - Jun 5, 2026 |
| #5 | -2.39% Jul 16, 2024 - Aug 15, 2024 | -1.61% Oct 29, 2025 - Nov 12, 2025 |
| #6 | -2.38% Dec 26, 2024 - Jan 21, 2025 | -1.31% Jan 12, 2026 - Jan 26, 2026 |
| #7 | -2.16% Jan 27, 2026 - Mar 5, 2026 | -0.66% May 6, 2026 - May 20, 2026 |
| #8 | -1.57% May 29, 2026 - Jun 5, 2026 | -0.65% Dec 24, 2025 - Jan 5, 2026 |
| #9 | -1.07% Nov 11, 2024 - Nov 25, 2024 | -0.38% Apr 27, 2026 - Apr 30, 2026 |
| #10 | -1.04% Nov 7, 2023 - Nov 10, 2023 | -0.30% Jan 6, 2026 - Jan 9, 2026 |
| #11 | -1.00% Dec 16, 2024 - Dec 24, 2024 | -0.30% May 1, 2026 - May 6, 2026 |
| #12 | -0.87% Aug 12, 2025 - Sep 8, 2025 | -0.16% Dec 5, 2025 - Dec 10, 2025 |
| #13 | -0.87% Nov 20, 2023 - Dec 8, 2023 | -0.11% Dec 3, 2025 - Dec 5, 2025 |
| #14 | -0.73% Oct 29, 2024 - Nov 5, 2024 | -0.00% Jan 27, 2026 - Jan 29, 2026 |
| #15 | -0.73% Oct 20, 2025 - Oct 27, 2025 | N/A |
Correlation
Correlation between BDGS and OEI is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2023 - 2026)
BDGS vs OEI dividend yield comparison.
| Year | BDGS | OEI |
|---|---|---|
| 2026 | 0.00% | 3.88% |
| 2025 | 0.55% | 1.35% |
| 2024 | 1.81% | 0.00% |
| 2023 | 0.84% | 0.00% |
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