BDGS vs VTI
Bridges Capital Tactical ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, BDGS or VTI?
Large Cap Growth against Large Cap Blend.
VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window. VTI is less concentrated, with 33.5% of the fund in its ten largest positions against 84.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BDGS | VTI |
|---|---|---|
| Expense Ratio | 0.87% | 0.03%Best |
| AUM | $43M | $689.2B |
| Dividend Yield | 0.50% | 1.06% |
| Holdings | 20 | 3,524 |
| YTD Return | +8.92% | +13.02%Best |
| 1Y Return | +10.33% | +16.63%Best |
| 3Y Return (annualized) | +14.92% | +21.97%Best |
| 5Y Return (annualized) | - | +11.99% |
| Volatility (annualized) | 7.4%Best | 13.1% |
| Max Drawdown | -9.1%Best | -19.3% |
| $10,000 over 3.4 years | $15,455 | $19,173Best |
| Top 10 Weight | 84.9% | 33.5%Best |
| Fund Family | Bridges Capital | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | May 10, 2023 | May 24, 2001 |
Volatility and max drawdown, and the $10,000 over 3.4 years row, are measured over the window both funds cover: May 11, 2023 to Oct 14, 2026 (3.4 years).
BDGS vs VTI growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.4 years both funds cover.
BDGS vs VTI Performance
Bridges Capital Tactical ETF (BDGS) is an ETF from Bridges Capital and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year BDGS returned +10.33% while VTI returned +16.63%. Year to date, BDGS is up 8.92% versus a gain of 13.02% for VTI.
Over three years, BDGS compounded at +14.92% per year against +21.97% for VTI.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 13.1% compared with 7.4% 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 -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.74. 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 0.50% against 1.06% for VTI.
Holdings Overlap
34.3% of BDGS's money is in holdings VTI also owns. 33.3% of VTI's money is in holdings BDGS also owns.
The two portfolios partly overlap.
13 positions in common, counted across the 18 positions we hold weights for in BDGS and 3,441 in VTI, against full books of 20 and 3,524.
What only one of them owns
Measured across the 18 and 3,441 positions we hold weights for.
VTI holds 1,143 positions BDGS does not, 64.3% of the fund.
Largest: GOOGL 2.70%, LLY 1.33%, JPM 1.29%, BRK.B 1.23%, XOM 0.90%
Top Shared Holdings
| Stock | Weight in BDGS | Weight in VTI | Difference |
|---|---|---|---|
| AAPLApple, Inc | 2.18% | 6.30% | 4.12% |
| NVDANvidia Corp | 1.03% | 6.88% | 5.85% |
| MSFTMicrosoft Corp | 2.02% | 5.11% | 3.09% |
| AMZNAmazon.Com Inc | 2.89% | 3.41% | 0.52% |
| METAMeta Platforms Inc | 3.74% | 1.70% | 2.04% |
| AVGOBroadcom Inc | 2.93% | 2.38% | 0.55% |
| GOOGAlphabet Inc. C | 2.92% | 2.12% | 0.80% |
| TSLATesla Inc | 3.13% | 1.40% | 1.73% |
| AMATApplied Materials, Inc. | 3.68% | 0.49% | 3.19% |
| MUMicron Technology, Inc. | 2.35% | 1.46% | 0.89% |
34.3% of BDGS is already inside VTI.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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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, by $84 a year on a $10,000 investment.
Which performed better, BDGS or VTI?
Over the past year BDGS returned +10.33% vs +16.63% for VTI, so VTI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BDGS or VTI?
VTI has been the more volatile fund at 13.1% annualized versus 7.4% for BDGS. Worst drawdown: BDGS -9.1% vs VTI -19.3%.
Should I hold both BDGS and VTI?
BDGS and VTI have a monthly-return correlation of 0.74, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BDGS and VTI?
34.3% of BDGS's money is in holdings VTI also owns. 33.3% of VTI's is in holdings BDGS also owns. They hold 13 positions in common, counted across the 18 positions we hold weights for in BDGS and 3,441 in VTI.
Which pays a higher dividend, BDGS or VTI?
BDGS yields 0.50% while VTI yields 1.06%, so VTI currently pays the higher dividend yield.
Is VTI better than BDGS?
VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window. VTI is less concentrated, with 33.5% of the fund in its ten largest positions against 84.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.