BDGS vs SFYF
Comparison between BRIDGES CAPITAL TACTICAL ETF (BDGS, ETF) and SOFI SOCIAL 50 ETF (SFYF, ETF).
BDGS vs SFYF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BDGS
$44M
Winner
SFYF
$44M
Expense Ratio
BDGS
0.87%
Winner
SFYF
0.29%
Max Drawdown
Winner
BDGS
9.97%
SFYF
56.62%
Sharpe Ratio
BDGS
1.36
Winner
SFYF
1.56
5Y Beta
Winner
BDGS
0.48
SFYF
1.40
P/E Ratio
BDGS
N/A
SFYF
137.23
Forward P/E
BDGS
N/A
SFYF
26.72
PEG Ratio
BDGS
N/A
SFYF
-1.01
5Y Dividends CAGR
BDGS
N/A
SFYF
10.89%
5Y EPS CAGR
BDGS
N/A
SFYF
28.27%
P/S Ratio
BDGS
N/A
SFYF
2.80
P/B Ratio
BDGS
N/A
SFYF
5.75
BDGS vs SFYF - Holdings Comparison
BDGS and SFYF have 11 common holdings. Overlap is 12.76%
BDGS's top 25 holdings weight is 68.10%. SFYF's top 25 holdings weight is 84.93%.
| Rank | BDGS | SFYF |
|---|---|---|
| #1 | ALPHA ARCHITECT 1-3 MONTH BOX ETF (BOXX) - 23.32% | TESLA INC (TSLA) - 9.66% |
| #2 | STATE STREET® SPDR® BLMBG1-3MTHT-BILLETF (BIL) - 20.03% | NVIDIA CORP (NVDA) - 7.81% |
| #3 | ISHARES RUSSELL 2000 ETF (IWM) - 2.64% | AMAZON.COM INC (AMZN) - 5.80% |
| #4 | INVESCO QQQ TRUST (QQQ) - 2.52% | ADVANCED MICRO DEVICES INC (AMD) - 5.49% |
| #5 | STATE STREET® SPDR® S&P 500® ETF (SPY) - 2.51% | MICRON TECHNOLOGY INC (MU) - 5.38% |
| #6 | NETFLIX INC (NFLX) - 2.19% | APPLE INC (AAPL) - 4.34% |
| #7 | MICROSOFT CORP (MSFT) - 2.18% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 4.08% |
| #8 | CHEVRON CORP (CVX) - 1.74% | MICROSOFT CORP (MSFT) - 4.04% |
| #9 | COSTCO WHOLESALE CORP (COST) - 1.67% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.67% |
| #10 | META PLATFORMS INC CLASS A (META) - 1.65% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #11 | PEPSICO INC (PEP) - 1.59% | ROCKET LAB CORP (RKLB) - 3.23% |
| #12 | ALPHABET INC CLASS C (GOOG) - 1.08% | META PLATFORMS INC CLASS A (META) - 3.17% |
| #13 | AMAZON.COM INC (AMZN) - 1.05% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.99% |
| #14 | APPLE INC (AAPL) - 0.99% | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 2.77% |
| #15 | NVIDIA CORP (NVDA) - 0.97% | COSTCO WHOLESALE CORP (COST) - 2.69% |
| #16 | BROADCOM INC (AVGO) - 0.95% | BROADCOM INC (AVGO) - 2.50% |
| #17 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 0.82% | UNITEDHEALTH GROUP INC (UNH) - 2.08% |
| #18 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.20% | INTEL CORP (INTC) - 2.00% |
| #19 | N/A | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.85% |
| #20 | N/A | WALMART INC (WMT) - 1.61% |
| #21 | N/A | ELI LILLY AND CO (LLY) - 1.59% |
| #22 | N/A | NETFLIX INC (NFLX) - 1.47% |
| #23 | N/A | ORACLE CORP (ORCL) - 1.10% |
| #24 | N/A | REALTY INCOME CORP (O) - 1.09% |
| #25 | N/A | THE WALT DISNEY CO (DIS) - 1.01% |
| Total Holdings | 18 | 52 |
BDGS vs SFYF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BDGS
-0.39%
SFYF
-0.71%
3M
BDGS
+4.67%
Winner
SFYF
+16.65%
6M
BDGS
+4.96%
Winner
SFYF
+9.82%
1Y
BDGS
+12.39%
Winner
SFYF
+38.82%
5Y(CAGR)
BDGS
N/A
SFYF
+10.96%
Max(CAGR)
BDGS
+13.87%
Winner
SFYF
+18.03%
BDGS vs SFYF - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | BDGS | SFYF |
|---|---|---|
| 2026 | +4.88% | +10.41% |
| 2025 | +10.78% | +30.41% |
| 2024 | +19.26% | +48.55% |
| 2023 | +8.31% | +59.11% |
| 2022 | N/A | -48.80% |
| 2021 | N/A | +36.96% |
| 2020 | N/A | +33.21% |
| 2019 | N/A | +4.95% |
BDGS vs SFYF Drawdown Comparison
The maximum drawdown for BDGS was -9.12%, occurring on Apr 8, 2025. Recovery took 77 trading sessions.
The maximum drawdown for SFYF was -56.07%, occurring on Dec 28, 2022. Recovery took 756 trading sessions.
The current BDGS drawdown is -1.72%. The current SFYF drawdown is -5.48%.
| Rank | BDGS | SFYF |
|---|---|---|
| #1 | -9.12% Feb 19, 2025 - Jun 10, 2025 | -56.07% Nov 8, 2021 - Nov 11, 2024 |
| #2 | -5.38% Sep 1, 2023 - Nov 7, 2023 | -41.39% Feb 12, 2020 - Jul 20, 2020 |
| #3 | -4.03% Mar 9, 2026 - Apr 9, 2026 | -26.45% Feb 18, 2025 - Jun 26, 2025 |
| #4 | -3.19% Oct 29, 2025 - Jan 27, 2026 | -15.18% Oct 29, 2025 - Apr 22, 2026 |
| #5 | -2.39% Jul 16, 2024 - Aug 15, 2024 | -15.15% Mar 15, 2021 - May 27, 2021 |
| #6 | -2.38% Dec 26, 2024 - Jan 21, 2025 | -12.52% Sep 1, 2020 - Nov 19, 2020 |
| #7 | -2.17% May 29, 2026 - Jun 10, 2026 | -11.52% Jul 15, 2019 - Dec 16, 2019 |
| #8 | -2.16% Jan 27, 2026 - Mar 5, 2026 | -10.96% Feb 10, 2021 - Mar 12, 2021 |
| #9 | -1.07% Nov 11, 2024 - Nov 25, 2024 | -8.72% Sep 7, 2021 - Nov 1, 2021 |
| #10 | -1.04% Nov 7, 2023 - Nov 10, 2023 | -8.66% Jun 2, 2021 - Aug 31, 2021 |
| #11 | -1.00% Dec 16, 2024 - Dec 24, 2024 | -7.83% May 29, 2026 - Jun 10, 2026 |
| #12 | -0.87% Aug 12, 2025 - Sep 8, 2025 | -7.33% Dec 17, 2024 - Feb 13, 2025 |
| #13 | -0.87% Nov 20, 2023 - Dec 8, 2023 | -6.71% May 8, 2019 - Jun 19, 2019 |
| #14 | -0.73% Oct 29, 2024 - Nov 5, 2024 | -4.45% Jan 16, 2020 - Feb 12, 2020 |
| #15 | -0.73% Oct 20, 2025 - Oct 27, 2025 | -4.28% Jul 20, 2020 - Aug 5, 2020 |
Correlation
Correlation between BDGS and SFYF is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2019 - 2025)
BDGS vs SFYF dividend yield comparison.
| Year | BDGS | SFYF |
|---|---|---|
| 2025 | 0.55% | 0.33% |
| 2024 | 1.81% | 0.31% |
| 2023 | 0.84% | 1.71% |
| 2022 | 0.00% | 1.19% |
| 2021 | 0.00% | 0.26% |
| 2020 | 0.00% | 0.40% |
| 2019 | 0.00% | 0.73% |
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