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BDGS
+0.43 · +1.26%
$34.91 · NASDAQ

Bridges Capital Tactical ETF (BDGS) ETF Analysis | Tactical Allocation

Bridges · USA
AUM:$42.3M
#– of – in Tactical Allocation ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 15.9% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.85% — above average for this category.

What is BDGS?

The fund is an actively managed, diversified exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing in a blend of passively managed U. equity index ETFs, large-capitalization equity securities and cash or cash equivalents.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Strong Recent Performance
BDGS delivered 15.9% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.85% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 73.2% of the ETF — significant weight in a small number of names.
ETF Information
AUM$42.3M
Expense Ratio0.85%
Dividend Yield0.56%
Holdings13
Inception DateMay 2023
Domicile–
Distribution–
Index–
ProviderBridges
Beta–
CategoryTactical Allocation
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+6.9%
1Y
+9.5%
3Y
+47.5%
5Y
+52.0%
OpenBook InsightIf you had invested £10,000 in BDGS 5 years ago, it would have grown to £15,203 — a gain of £5,203.

Annual Returns

Calendar year performance

BDGS delivered positive returns in 4 of the last 4 calendar years.
YearBDGS
2026 YTD+6.8%
2025+10.8%
2024+19.2%
2023+8.3%
CAGR 3yr+12.7%
4/4 positive yearsAvg return: +11.3%Worst year: +6.8% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
10.6%
Low
Momentum
+1.1%
30-day change
Support Level
36.58
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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