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OVF vs BDGS

Comparison between OVERLAY SHARES FOREIGN EQUITY ETF (OVF, ETF) and BRIDGES CAPITAL TACTICAL ETF (BDGS, ETF).

OVF vs BDGS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
OVF
$45M
BDGS
$45M
Expense Ratio
Winner
OVF
0.83%
BDGS
0.87%
Max Drawdown
OVF
33.71%
Winner
BDGS
9.97%
Sharpe Ratio
Winner
OVF
1.17
BDGS
1.08
5Y Beta
OVF
0.89
Winner
BDGS
0.48
5Y Dividends CAGR
OVF
33.60%
BDGS
N/A

OVF vs BDGS - Holdings Comparison

OVF and BDGS have 1 common holdings. Overlap is 0.04%

OVF's top 25 holdings weight is 100.01%. BDGS's top 25 holdings weight is 68.10%.

RankOVFBDGS
#1
ISHARES CORE MSCI EAFE ETF (IEFA) - 79.68%
ALPHA ARCHITECT 1-3 MONTH BOX ETF (BOXX) - 23.32%
#2
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 20.27%
STATE STREET® SPDR® BLMBG1-3MTHT-BILLETF (BIL) - 20.03%
#3
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.04%
ISHARES RUSSELL 2000 ETF (IWM) - 2.64%
#4
ISHARES MSCI EAFE MIN VOL FACTOR ETF (EFAV) - 0.02%
INVESCO QQQ TRUST (QQQ) - 2.52%
#5N/A
STATE STREET® SPDR® S&P 500® ETF (SPY) - 2.51%
#6N/A
NETFLIX INC (NFLX) - 2.19%
#7N/A
MICROSOFT CORP (MSFT) - 2.18%
#8N/A
CHEVRON CORP (CVX) - 1.74%
#9N/A
COSTCO WHOLESALE CORP (COST) - 1.67%
#10N/A
META PLATFORMS INC CLASS A (META) - 1.65%
#11N/A
PEPSICO INC (PEP) - 1.59%
#12N/A
ALPHABET INC CLASS C (GOOG) - 1.08%
#13N/A
AMAZON.COM INC (AMZN) - 1.05%
#14N/A
APPLE INC (AAPL) - 0.99%
#15N/A
NVIDIA CORP (NVDA) - 0.97%
#16N/A
BROADCOM INC (AVGO) - 0.95%
#17N/A
PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 0.82%
#18N/A
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.20%
#19N/AN/A
#20N/AN/A
#21N/AN/A
#22N/AN/A
#23N/AN/A
#24N/AN/A
#25N/AN/A
Total Holdings418

OVF vs BDGS - Historical Returns

Returns include dividend reinvestment.

1M
OVF
-2.41%
Winner
BDGS
+0.95%
3M
Winner
OVF
+3.55%
BDGS
+1.62%
6M
Winner
OVF
+8.90%
BDGS
+5.53%
1Y
Winner
OVF
+25.58%
BDGS
+10.75%
5Y(CAGR)
OVF
+9.10%
BDGS
N/A
Max(CAGR)
OVF
+9.09%
Winner
BDGS
+13.67%

OVF vs BDGS - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearOVFBDGS
2026+11.62%+5.74%
2025+33.57%+10.78%
2024+7.82%+19.26%
2023+14.66%+8.31%
2022-17.51%N/A
2021+9.23%N/A
2020+2.11%N/A
2019+5.80%N/A

OVF vs BDGS Drawdown Comparison

The maximum drawdown for OVF was -30.06%, occurring on Oct 14, 2022. Recovery took 676 trading sessions.

The maximum drawdown for BDGS was -9.12%, occurring on Apr 8, 2025. Recovery took 77 trading sessions.

The current OVF drawdown is -2.41%. The current BDGS drawdown is -0.91%.

RankOVFBDGS
#1-30.06%
Sep 3, 2021 - May 14, 2024
-9.12%
Feb 19, 2025 - Jun 10, 2025
#2-29.60%
Jan 17, 2020 - Dec 29, 2020
-5.38%
Sep 1, 2023 - Nov 7, 2023
#3-15.88%
Sep 26, 2024 - May 5, 2025
-4.03%
Mar 9, 2026 - Apr 9, 2026
#4-11.63%
Feb 25, 2026 - May 6, 2026
-3.19%
Oct 29, 2025 - Jan 27, 2026
#5-8.91%
Jul 12, 2024 - Aug 23, 2024
-2.95%
May 29, 2026 - Jun 25, 2026
#6-5.94%
Nov 12, 2025 - Dec 10, 2025
-2.39%
Jul 16, 2024 - Aug 15, 2024
#7-5.43%
Feb 16, 2021 - Apr 15, 2021
-2.38%
Dec 26, 2024 - Jan 21, 2025
#8-5.35%
Jun 2, 2026 - Jun 18, 2026
-2.16%
Jan 27, 2026 - Mar 5, 2026
#9-4.70%
Jul 23, 2025 - Aug 13, 2025
-1.07%
Nov 11, 2024 - Nov 25, 2024
#10-4.48%
Aug 30, 2024 - Sep 19, 2024
-1.04%
Nov 7, 2023 - Nov 10, 2023
#11-4.13%
Jun 18, 2026 - Jul 20, 2026
-1.00%
Dec 16, 2024 - Dec 24, 2024
#12-4.03%
Oct 6, 2025 - Oct 20, 2025
-0.87%
Aug 12, 2025 - Sep 8, 2025
#13-3.25%
May 6, 2026 - May 26, 2026
-0.87%
Nov 20, 2023 - Dec 8, 2023
#14-3.14%
Jan 26, 2021 - Feb 9, 2021
-0.73%
Oct 29, 2024 - Nov 5, 2024
#15-3.09%
May 7, 2021 - May 24, 2021
-0.73%
Oct 20, 2025 - Oct 27, 2025

Correlation

Correlation between OVF and BDGS is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2019 - 2026)

OVF vs BDGS dividend yield comparison.

YearOVFBDGS
20265.17%0.00%
20256.32%0.55%
20245.13%1.81%
20235.17%0.84%
20224.50%0.00%
20214.88%0.00%
20202.55%0.00%
20192.12%0.00%

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